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
GIMAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) NA 2,446,053.53% 2,752.07% 662.01% 179.48% 101.92% 70.07%
Data as of 12/08/2023, Common starting date is 07/28/2000
More Performance Analytics Comparison
Name Start Date End Date
GIMAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) 07/28/2000 12/08/2023
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 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 2,374,923.83 2,446,053.53 2,752.07 662.01 179.48 101.92 70.07 2,457,434.28 -7.37 1.48 3.80 6.53 0.51 3.20 -0.23 2.71 6.85 -1.87 5.38 9.56 2.37 10.11 -1.86 2.94 3.64 1.88 2.60 2.60 4.38 3.37 4.98
Sharpe Ratio NA 2,423.72 4.73 1.47 0.56 NA NA 4,685.86 -2.81 0.97 0.53 2.84 -0.50 1.23 -0.18 1.42 3.77 -0.64 2.72 4.06 0.86 3.07 -0.57 -0.02 0.17 -0.12 0.42 0.53 1.40 0.52 4.08
Standard Deviation(%) NA 1,009.21 581.91 450.63 318.65 NA NA 1,040.79 3.12 1.50 6.72 1.80 1.61 2.10 2.46 1.89 1.81 2.97 1.97 2.35 2.67 3.26 4.85 2.50 2.27 2.41 3.90 3.62 2.34 2.03 1.93
Draw Down(%) NA 3.66 11.09 11.09 11.09 NA NA 3.66 10.67 1.78 10.73 1.49 1.95 1.59 5.19 2.44 1.18 5.76 1.66 1.86 4.59 2.67 8.55 2.21 1.68 2.68 6.16 5.64 2.70 3.13 0.90
Yield(%) 0.00 3.23 2.84 3.11 3.11 3.53 3.31 103.50 2.78 2.88 3.16 3.44 3.04 3.04 3.00 3.20 3.43 3.16 3.28 3.69 3.28 3.81 3.75 3.74 3.75 3.83 4.30 2.20 0.00 2.65 2.00
Data as of 12/08/2023, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GIMAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) -1.72%
Oct 2019 – Oct 2022
0.27%
Oct 2017 – Oct 2022
1.17%
Oct 2012 – Oct 2022
2.49%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GIMAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) 7.29%
Dec 2008 – Dec 2011
5.69%
Feb 2008 – Feb 2013
4.32%
Jun 2006 – Jun 2016
3.75%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return