Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LITAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS A) | 1.05% | 5.76% | 3.64% | 0.95% | 1.74% | 2.50% | 2.90% | … | … |
Data as of 06/03/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LITAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS A) | 11/27/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 5.76 | 3.64 | 0.95 | 1.74 | 2.50 | 2.90 | … | … | 1.05 | 4.06 | 2.22 | 5.17 | -7.41 | 1.20 | 3.28 | 6.48 | 0.47 | 4.19 | -0.28 | 2.57 | 6.92 | -1.90 | 5.30 | 9.52 | 2.32 | 10.05 | -1.88 | 2.90 | 3.60 | 1.84 | 2.54 | 4.14 | 1.32 |
| Sharpe Ratio | NA | 1.52 | 0.22 | -0.57 | 0.04 | NA | NA | … | … | -0.08 | 0.34 | -0.59 | 0.53 | -2.84 | 0.78 | 0.45 | 2.80 | -0.58 | 1.69 | -0.20 | 1.35 | 3.81 | -0.65 | 2.68 | 4.08 | 0.84 | 3.06 | -0.58 | -0.10 | 0.08 | -0.17 | 0.41 | 0.92 | 4.67 |
| Standard Deviation(%) | NA | 2.01 | 2.88 | 2.78 | 3.18 | NA | NA | … | … | 2.25 | 3.42 | 2.39 | 2.87 | 3.13 | 1.51 | 6.79 | 1.79 | 1.59 | 2.09 | 2.50 | 1.89 | 1.81 | 2.96 | 1.97 | 2.33 | 2.66 | 3.26 | 4.85 | 2.50 | 2.26 | 2.41 | 3.81 | 3.73 | 3.29 |
| Draw Down(%) | NA | 2.38 | 3.61 | 11.36 | 11.36 | NA | NA | … | … | 2.38 | 3.61 | 1.67 | 3.67 | 10.70 | 1.78 | 10.73 | 1.49 | 1.96 | 1.59 | 5.21 | 2.46 | 1.19 | 5.77 | 1.67 | 1.86 | 4.60 | 2.67 | 8.57 | 2.21 | 1.69 | 2.69 | 6.17 | 5.64 | 0.66 |
| Yield(%) | 0.00 | 3.00 | 3.16 | 2.76 | 2.78 | 3.03 | 3.22 | … | … | 1.05 | 3.22 | 3.22 | 3.24 | 2.73 | 2.60 | 2.65 | 3.38 | 3.00 | 2.99 | 2.95 | 3.16 | 3.40 | 3.12 | 3.20 | 3.65 | 3.23 | 3.75 | 3.73 | 3.70 | 3.72 | 3.79 | 4.25 | 3.70 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS A) |
-1.99%
Oct 2019 – Oct 2022 |
0.09%
Oct 2017 – Oct 2022 |
1.16%
Oct 2012 – Oct 2022 |
2.23%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITAX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS A) |
7.24%
Dec 2008 – Dec 2011 |
5.64%
Feb 2008 – Feb 2013 |
4.28%
Jun 2006 – Jun 2016 |
3.62%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart