Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CORMX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R4) NA 3.84% -0.41% 0.58% 1.60% NA NA
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
Name Start Date End Date
CORMX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R4) 03/21/2013 11/25/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 3.84 -0.41 0.58 1.60 NA NA
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(%) 2.40 2.07 2.03 2.38 1.87 1.40
Data as of 11/25/2024, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORMX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R4) -2.24%
Oct 2020 – Oct 2023
0.19%
Oct 2017 – Oct 2022
1.39%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORMX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R4) 4.82%
Aug 2013 – Aug 2016
3.12%
Nov 2016 – Nov 2021
2.04%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return