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
CTMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R5) 1.13% 5.78% 3.90% 1.21% 2.03% NA NA
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CTMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R5) 11/12/2012 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 2016 2015 2014 2013 2012
Annualized Return (%) 0.21 5.78 3.90 1.21 2.03 NA NA 1.13 4.33 2.59 5.35 -7.09 1.38 4.14 6.77 0.73 4.47 -0.27 2.85 4.36 -5.10 -0.90
Sharpe Ratio NA 1.64 0.32 -0.47 0.13 NA NA 0.01 0.42 -0.42 0.60 -2.70 0.92 0.57 2.95 -0.40 1.82 -0.20 1.51 2.65 -1.88 -3.10
Standard Deviation(%) NA 2.03 2.90 2.80 3.18 NA NA 2.33 3.43 2.44 2.85 3.16 1.47 6.79 1.80 1.64 2.11 2.38 1.86 1.64 2.74 2.17
Draw Down(%) NA 2.38 3.59 10.99 10.99 NA NA 2.38 3.59 1.59 3.54 10.45 1.78 10.74 1.40 1.90 1.56 5.27 2.28 1.07 6.88 1.71
Yield(%) 0.00 3.23 3.41 3.00 3.04 2.35 1.76 1.12 3.47 3.47 3.51 2.98 2.87 3.38 3.66 3.26 3.27 2.96 3.43 0.90 0.00 0.00
Data as of 06/04/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R5) -1.58%
Oct 2019 – Oct 2022
0.44%
Oct 2017 – Oct 2022
1.14%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTMRX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS R5) 5.03%
Oct 2022 – Oct 2025
3.63%
Nov 2016 – Nov 2021
2.23%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return