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
CSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) NA -157,384.39% nan% nan% nan% NA NA
Data as of 05/05/2023, Common starting date is 03/21/2013
More Performance Analytics Comparison
Name Start Date End Date
CSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) 03/21/2013 05/05/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -153,326.15 -157,384.39 nan nan nan NA NA 1.35 -6.48 -0.51 3.30 6.18 1.04 4.01 -0.51 2.67 5.91 -2.20
Sharpe Ratio NA -0.17 -0.46 0.09 0.26 NA NA -0.44 -2.59 -0.39 0.47 2.92 -0.17 1.51 -0.26 1.37 3.49 -0.89
Standard Deviation(%) NA 2.96 2.21 3.47 2.97 NA NA 2.40 3.04 1.35 6.51 1.63 1.65 2.24 2.71 1.92 1.69 3.20
Draw Down(%) NA 4.98 10.07 10.07 10.07 NA NA 1.98 9.76 1.81 9.70 1.44 1.81 1.61 5.73 2.16 1.24 5.54
Yield(%) 0.14 2.40 2.11 2.37 2.63 1.78 1.34 101.15 2.14 1.94 2.18 2.62 2.77 3.08 2.90 3.28 3.90 2.44
Data as of 05/05/2023, 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
CSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) -1.76%
Oct 2019 – Oct 2022
0.31%
Oct 2017 – Oct 2022
1.50%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) 4.72%
Aug 2013 – Aug 2016
3.29%
Nov 2016 – Nov 2021
1.50%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return