Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS A) | NA | 5.05% | 2.89% | 0.48% | 1.35% | 2.08% | 2.56% | … | … |
Data as of 06/12/2026, Common starting date is 11/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS A) | 11/08/2002 | 06/12/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 2.89 | 0.48 | 1.35 | 2.08 | 2.56 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 2.29 | 2.19 | 1.88 | 2.08 | 2.38 | 2.73 | … | … |
Data as of 06/12/2026, Common starting date is 11/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS A) |
-2.48%
Oct 2020 – Oct 2023 |
-0.28%
Jul 2020 – Jul 2025 |
0.89%
Oct 2012 – Oct 2022 |
1.81%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS A) |
6.52%
Dec 2008 – Dec 2011 |
5.33%
Feb 2008 – Feb 2013 |
4.17%
Jan 2003 – Jan 2013 |
3.38%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart