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
LITCX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS C) 0.86% 5.06% 3.02% 0.35% 1.11% 1.94% 2.42%
Data as of 06/03/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
Name Start Date End Date
LITCX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS C) 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 (%) 0.32 5.06 3.02 0.35 1.11 1.94 2.42 0.86 3.29 1.70 4.41 -7.86 0.60 2.66 5.79 -0.19 3.52 -0.91 1.90 6.29 -2.10 5.13 9.31 2.13 9.84 -2.11 2.68 3.39 1.65 2.35 3.94 1.32
Sharpe Ratio NA 1.15 0.00 -0.81 -0.17 NA NA -0.27 0.12 -0.85 0.27 -3.07 0.40 0.35 2.80 -1.02 1.39 -0.46 1.04 3.61 -0.73 2.48 4.05 0.77 3.01 -0.63 -0.19 -0.01 -0.26 0.36 0.87 4.67
Standard Deviation(%) NA 2.00 2.79 2.71 3.12 NA NA 2.35 3.34 2.26 2.79 3.04 1.42 6.78 1.54 1.55 2.06 2.43 1.79 1.74 2.92 2.06 2.29 2.64 3.24 4.83 2.47 2.23 2.38 3.79 3.71 3.29
Draw Down(%) NA 2.38 3.76 11.96 11.96 NA NA 2.38 3.76 1.65 4.07 11.10 1.78 10.73 1.49 2.12 1.70 5.47 2.67 1.25 5.84 1.77 1.88 4.65 2.68 8.73 2.23 1.73 2.70 6.20 5.68 0.66
Yield(%) 0.00 2.43 2.56 2.22 2.21 2.50 2.76 0.86 2.58 2.61 2.62 2.19 2.01 2.05 2.72 2.35 2.34 2.31 2.51 2.79 2.93 3.04 3.45 3.04 3.56 3.50 3.49 3.51 3.60 4.06 3.51 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
LITCX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS C) -2.54%
Oct 2019 – Oct 2022
-0.51%
Oct 2017 – Oct 2022
0.59%
Oct 2012 – Oct 2022
1.69%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LITCX (COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE INTERMEDIATE MUNI BOND FUND CLASS C) 7.03%
Dec 2008 – Dec 2011
5.44%
Feb 2008 – Feb 2013
3.96%
Jun 2006 – Jun 2016
3.20%
Feb 2005 – Feb 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return