Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCTAX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS A) | NA | 1.14% | -2.51% | 0.65% | 1.12% | 2.21% | 2.13% | … | … |
Data as of 11/07/2023, Common starting date is 11/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCTAX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS A) | 11/20/2002 | 11/07/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.14 | -2.51 | 0.65 | 1.12 | 2.21 | 2.13 | … | … | -2.33 | -6.78 | 0.48 | 4.03 | 6.29 | 0.89 | 2.85 | -0.50 | 1.94 | 5.41 | -1.93 | 4.02 | 8.50 | 1.60 | 8.88 | -0.82 | 2.78 | 3.14 | 1.30 | 2.35 | 3.27 | 1.28 |
| Sharpe Ratio | NA | -1.12 | -1.71 | -0.19 | 0.08 | NA | NA | … | … | -2.75 | -2.53 | 0.30 | 0.52 | 2.86 | -0.26 | 1.10 | -0.31 | 1.05 | 3.26 | -0.67 | 1.94 | 3.72 | 0.58 | 2.95 | -0.37 | -0.09 | -0.06 | -0.36 | 0.39 | 0.77 | 4.79 |
| Standard Deviation(%) | NA | 2.71 | 2.50 | 3.88 | 3.05 | NA | NA | … | … | 2.59 | 3.23 | 1.51 | 7.27 | 1.71 | 1.61 | 2.03 | 2.26 | 1.81 | 1.66 | 2.91 | 2.07 | 2.28 | 2.62 | 2.98 | 4.71 | 2.39 | 2.11 | 2.39 | 3.57 | 3.35 | 2.46 |
| Draw Down(%) | NA | 4.94 | 11.06 | 11.06 | 11.06 | NA | NA | … | … | 4.94 | 10.43 | 1.92 | 10.67 | 1.39 | 1.63 | 1.46 | 5.11 | 2.25 | 1.19 | 5.62 | 1.99 | 1.92 | 4.65 | 2.53 | 8.02 | 2.17 | 1.67 | 2.60 | 5.86 | 5.08 | 0.82 |
| Yield(%) | 0.25 | 2.36 | 2.01 | 2.31 | 2.53 | 2.88 | 2.84 | … | … | 1.91 | 1.91 | 1.95 | 2.29 | 2.65 | 2.75 | 2.82 | 3.03 | 2.90 | 3.04 | 2.62 | 3.19 | 3.18 | 2.84 | 3.40 | 3.50 | 3.37 | 3.36 | 3.37 | 3.20 | 3.31 | 0.00 |
Data as of 11/07/2023, Common starting date is 11/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCTAX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS A) |
-2.42%
Oct 2020 – Oct 2023 |
0.16%
Oct 2017 – Oct 2022 |
0.84%
Oct 2012 – Oct 2022 |
2.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCTAX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS A) |
6.27%
Dec 2008 – Dec 2011 |
5.00%
Feb 2008 – Feb 2013 |
3.70%
Jun 2006 – Jun 2016 |
3.16%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart