Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) | 0.75% | 5.44% | 3.06% | 0.43% | 1.32% | 1.96% | 2.56% | … | … |
Data as of 06/03/2026, Common starting date is 12/12/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) | 12/12/2002 | 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 (%) | 0.31 | 5.44 | 3.06 | 0.43 | 1.32 | 1.96 | 2.56 | … | … | 0.75 | 4.03 | 1.54 | 4.12 | -7.78 | 0.48 | 3.34 | 6.17 | 0.44 | 3.75 | -0.87 | 2.16 | 5.80 | -2.35 | 3.96 | 8.98 | 2.16 | 8.81 | 0.81 | 3.11 | 3.15 | 1.57 | 2.42 | 2.99 | 1.02 |
| Sharpe Ratio | NA | 1.35 | 0.01 | -0.76 | -0.09 | NA | NA | … | … | -0.39 | 0.34 | -0.92 | 0.18 | -2.72 | 0.30 | 0.41 | 2.74 | -0.57 | 1.47 | -0.43 | 1.24 | 3.29 | -0.80 | 1.80 | 3.85 | 0.78 | 2.32 | -0.03 | -0.01 | -0.12 | -0.28 | 0.40 | 0.69 | 12.59 |
| Standard Deviation(%) | NA | 1.99 | 2.80 | 2.78 | 3.32 | NA | NA | … | … | 2.36 | 3.41 | 2.28 | 2.63 | 3.39 | 1.53 | 7.42 | 1.72 | 1.65 | 2.12 | 2.51 | 1.71 | 1.76 | 2.97 | 2.19 | 2.32 | 2.67 | 3.75 | 5.15 | 2.57 | 2.31 | 2.44 | 3.59 | 3.27 | 1.82 |
| Draw Down(%) | NA | 2.23 | 3.71 | 12.06 | 12.06 | NA | NA | … | … | 2.23 | 3.71 | 1.74 | 4.26 | 11.33 | 1.94 | 10.99 | 1.40 | 1.91 | 1.80 | 5.51 | 1.93 | 1.28 | 5.78 | 2.08 | 2.18 | 4.64 | 3.31 | 8.13 | 2.46 | 1.93 | 2.66 | 5.86 | 4.91 | 0.09 |
| Yield(%) | 0.00 | 2.43 | 2.47 | 2.12 | 2.36 | 2.58 | 2.87 | … | … | 0.85 | 2.60 | 2.44 | 2.48 | 2.04 | 1.87 | 2.16 | 2.81 | 2.96 | 2.96 | 3.39 | 2.67 | 3.03 | 2.81 | 2.94 | 3.35 | 2.93 | 3.43 | 3.47 | 3.33 | 3.46 | 4.13 | 3.65 | 2.77 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) |
-2.52%
Oct 2019 – Oct 2022 |
-0.28%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
1.72%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) |
6.84%
Sep 2008 – Sep 2011 |
5.52%
Feb 2008 – Feb 2013 |
4.03%
Jun 2006 – Jun 2016 |
3.35%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart