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
GMBAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) NA -186,366.39% nan% nan% nan% nan% nan%
Data as of 12/08/2023, Common starting date is 07/28/2000
More Performance Analytics Comparison
Name Start Date End Date
GMBAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS 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 (%) -182,177.84 -186,366.39 nan nan nan nan nan -186,911.65 -7.69 0.83 3.44 6.28 0.55 3.87 -0.77 2.25 5.91 -2.25 4.07 9.06 2.87 8.94 0.93 3.22 3.26 1.67 2.53 2.46 4.51 0.83 4.97
Sharpe Ratio NA NA NA NA NA NA NA NA -2.69 0.53 0.43 2.81 -0.47 1.51 -0.38 1.29 3.46 -0.77 1.85 3.88 1.02 2.35 0.00 0.09 0.00 -0.20 0.44 0.55 1.54 -0.82 3.84
Standard Deviation(%) NA NA NA NA NA NA NA NA 3.39 1.52 7.39 1.73 1.63 2.15 2.55 1.73 1.70 2.97 2.19 2.33 2.74 3.76 5.16 2.58 2.33 2.45 3.60 3.22 2.21 1.85 2.05
Draw Down(%) NA 181,609.43 171,624.55 171,624.55 171,624.55 NA NA 181,609.43 11.27 1.94 10.99 1.40 1.88 1.78 5.46 1.89 1.27 5.78 2.07 2.17 4.62 3.29 8.12 2.43 1.91 2.65 5.84 4.90 2.75 2.99 0.98
Yield(%) 0.00 2.56 2.19 2.45 2.73 3.18 3.08 102.82 2.12 2.21 2.26 2.92 3.07 3.07 3.49 2.76 3.14 2.91 3.05 3.42 3.64 3.55 3.58 3.43 3.57 4.23 3.76 2.26 0.00 0.35 2.24
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
GMBAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) -2.34%
Oct 2019 – Oct 2022
-0.13%
Oct 2017 – Oct 2022
0.81%
Oct 2012 – Oct 2022
2.31%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GMBAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS V (FORMERLY CLASS T)) 7.16%
Sep 2008 – Sep 2011
5.75%
Feb 2008 – Feb 2013
4.21%
Nov 2002 – Nov 2012
3.51%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return