Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCTCX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS C) | NA | 0.69% | -2.82% | 0.30% | 0.72% | 1.80% | 1.73% | … | … |
Data as of 11/07/2023, Common starting date is 11/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCTCX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS C) | 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 | 0.69 | -2.82 | 0.30 | 0.72 | 1.80 | 1.73 | … | … | -2.69 | -7.20 | 0.46 | 3.66 | 5.72 | 0.52 | 2.28 | -0.94 | 1.49 | 4.96 | -2.32 | 3.61 | 8.06 | 1.22 | 8.45 | -1.18 | 2.35 | 2.72 | 0.92 | 1.93 | 2.89 | 1.28 |
| Sharpe Ratio | NA | -1.34 | -1.87 | -0.28 | -0.06 | NA | NA | … | … | -2.99 | -2.73 | 0.29 | 0.47 | 2.60 | -0.53 | 0.86 | -0.51 | 0.84 | 3.00 | -0.81 | 1.77 | 3.60 | 0.44 | 2.84 | -0.45 | -0.28 | -0.27 | -0.53 | 0.28 | 0.66 | 4.79 |
| Standard Deviation(%) | NA | 2.61 | 2.45 | 3.86 | 3.02 | NA | NA | … | … | 2.53 | 3.15 | 1.52 | 7.29 | 1.66 | 1.47 | 1.94 | 2.23 | 1.75 | 1.65 | 2.90 | 2.02 | 2.23 | 2.59 | 2.94 | 4.68 | 2.34 | 2.05 | 2.35 | 3.53 | 3.32 | 2.46 |
| Draw Down(%) | NA | 5.15 | 11.15 | 11.15 | 11.15 | NA | NA | … | … | 5.15 | 10.73 | 1.92 | 10.67 | 1.48 | 1.74 | 1.53 | 5.28 | 2.39 | 1.24 | 5.71 | 2.01 | 1.95 | 4.75 | 2.56 | 8.27 | 2.27 | 1.78 | 2.64 | 5.93 | 5.14 | 0.82 |
| Yield(%) | 0.21 | 1.90 | 1.58 | 1.85 | 2.09 | 2.43 | 2.42 | … | … | 1.54 | 1.49 | 1.50 | 1.84 | 2.18 | 2.31 | 2.37 | 2.59 | 2.47 | 2.60 | 2.23 | 2.78 | 2.76 | 2.46 | 2.99 | 3.15 | 2.95 | 2.95 | 2.99 | 2.79 | 2.94 | 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 |
|---|---|---|---|---|
| LCTCX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS C) |
-2.73%
Oct 2020 – Oct 2023 |
-0.18%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.66%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCTCX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS C) |
5.86%
Dec 2008 – Dec 2011 |
4.60%
Feb 2008 – Feb 2013 |
3.28%
Jun 2006 – Jun 2016 |
2.73%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart
