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
LMICX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS C) NA 1.55% -1.82% 0.23% 0.94% 1.74% 2.03%
Data as of 04/19/2024, Common starting date is 12/12/2002
More Performance Analytics Comparison
Name Start Date End Date
LMICX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS C) 12/12/2002 04/19/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 1.55 -1.82 0.23 0.94 1.74 2.03
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 2.04 1.72 1.84 2.13 2.38 2.54
Data as of 04/19/2024, 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
LMICX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS C) -2.83%
Oct 2020 – Oct 2023
-0.66%
Oct 2017 – Oct 2022
0.27%
Oct 2012 – Oct 2022
1.74%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMICX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS C) 6.42%
Sep 2008 – Sep 2011
5.10%
Feb 2008 – Feb 2013
3.61%
Jun 2006 – Jun 2016
2.91%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return