Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSOYX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) | NA | -408,159.63% | nan% | nan% | NA | NA | NA | … | … |
Data as of 05/05/2023, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSOYX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -397,183.77 | -408,159.63 | nan | nan | NA | NA | NA | … | … | 1.38 | -6.46 | -0.47 | 3.40 | 6.28 | 1.16 | 2.40 |
| Sharpe Ratio | NA | -0.18 | -0.43 | 0.12 | NA | NA | NA | … | … | -0.42 | -2.59 | -0.37 | 0.49 | 2.72 | -0.10 | 1.06 |
| Standard Deviation(%) | NA | 2.97 | 2.19 | 3.48 | NA | NA | NA | … | … | 2.31 | 3.04 | 1.32 | 6.50 | 1.79 | 1.64 | 2.07 |
| Draw Down(%) | NA | 4.95 | 9.92 | 9.92 | NA | NA | NA | … | … | 1.97 | 9.65 | 1.80 | 9.66 | 1.53 | 1.77 | 1.58 |
| Yield(%) | 0.15 | 2.48 | 2.21 | 2.47 | 1.45 | 0.97 | 0.73 | … | … | 101.14 | 2.23 | 2.05 | 2.29 | 2.74 | 2.88 | 1.40 |
Data as of 05/05/2023, 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 |
|---|---|---|---|---|
| CSOYX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) |
-1.68%
Oct 2019 – Oct 2022 |
0.40%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSOYX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS Y) |
4.18%
Jan 2018 – Jan 2021 |
1.71%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart