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
CORYX (Columbia AMT-Free Oregon Intermediate Mu) 0.93% 5.42% 3.20% 0.84% NA NA NA
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
Name Start Date End Date
CORYX (Columbia AMT-Free Oregon Intermediate Mu) 03/02/2017 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.26 5.42 3.20 0.84 NA NA NA 0.93 4.47 1.01 4.18 -6.32 0.61 4.41 6.34 1.00 2.02
Sharpe Ratio NA 1.47 0.08 -0.63 NA NA NA -0.28 0.50 -1.12 0.19 -2.50 0.42 0.64 2.90 -0.24 0.99
Standard Deviation(%) NA 1.92 2.73 2.70 NA NA NA 2.30 3.19 2.34 2.83 3.11 1.40 6.49 1.68 1.59 1.74
Draw Down(%) NA 2.27 3.72 10.39 NA NA NA 2.27 3.48 1.81 4.56 10.02 1.72 9.56 1.42 1.80 1.53
Yield(%) 0.00 2.39 2.45 2.15 2.18 1.45 1.09 0.84 2.56 2.43 2.38 2.03 2.08 2.59 2.89 3.05 1.21
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORYX (Columbia AMT-Free Oregon Intermediate Mu) -2.09%
Oct 2020 – Oct 2023
0.10%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORYX (Columbia AMT-Free Oregon Intermediate Mu) 4.33%
Apr 2018 – Apr 2021
1.74%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return