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
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

3-Year Annualized Rolling Return