Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NACMX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) | 0.60% | 5.08% | 2.91% | 0.61% | 1.54% | 2.53% | 2.96% | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NACMX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) | 09/27/2002 | 06/05/2026 |
| 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 (%) | 0.10 | 5.08 | 2.91 | 0.61 | 1.54 | 2.53 | 2.96 | … | … | 0.60 | 3.76 | 0.97 | 4.55 | -6.61 | 0.75 | 3.33 | 6.24 | 0.92 | 4.49 | -0.31 | 2.46 | 7.53 | -1.54 | 6.00 | 10.22 | 2.69 | 9.32 | -1.02 | 2.73 | 4.21 | 1.69 | 2.06 | 0.92 | -0.35 |
| Sharpe Ratio | NA | 1.29 | -0.04 | -0.69 | -0.03 | NA | NA | … | … | -0.53 | 0.28 | -1.08 | 0.33 | -2.54 | 0.48 | 0.43 | 2.74 | -0.30 | 1.89 | -0.21 | 1.19 | 3.94 | -0.51 | 2.60 | 4.20 | 0.93 | 2.57 | -0.43 | -0.17 | 0.33 | -0.22 | 0.31 | 0.07 | -0.54 |
| Standard Deviation(%) | NA | 1.98 | 2.79 | 2.73 | 3.23 | NA | NA | … | … | 2.45 | 3.19 | 2.45 | 2.74 | 3.18 | 1.51 | 7.14 | 1.74 | 1.56 | 2.04 | 2.57 | 2.04 | 1.91 | 3.09 | 2.31 | 2.42 | 2.81 | 3.59 | 4.55 | 2.41 | 2.41 | 2.56 | 3.43 | 2.97 | 4.30 |
| Draw Down(%) | NA | 2.59 | 3.82 | 10.67 | 10.98 | NA | NA | … | … | 2.59 | 3.64 | 1.93 | 4.09 | 10.21 | 1.94 | 10.98 | 1.49 | 1.67 | 1.47 | 5.77 | 2.51 | 1.54 | 6.21 | 2.04 | 1.86 | 4.98 | 3.40 | 7.65 | 2.11 | 1.97 | 2.40 | 5.80 | 4.92 | 3.92 |
| Yield(%) | 0.00 | 2.54 | 2.50 | 2.17 | 2.26 | 2.65 | 2.91 | … | … | 0.90 | 2.66 | 2.46 | 2.41 | 2.03 | 1.95 | 2.15 | 2.49 | 2.61 | 2.60 | 2.48 | 2.61 | 3.02 | 3.00 | 3.13 | 3.32 | 2.93 | 3.54 | 3.27 | 3.40 | 3.39 | 3.90 | 3.90 | 1.62 | 1.01 |
Data as of 06/05/2026, Common starting date is 09/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NACMX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) |
-1.97%
Oct 2019 – Oct 2022 |
0.11%
Jul 2020 – Jul 2025 |
1.33%
Oct 2012 – Oct 2022 |
2.28%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NACMX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) |
7.36%
Dec 2008 – Dec 2011 |
6.09%
Feb 2008 – Feb 2013 |
4.65%
Jun 2006 – Jun 2016 |
3.85%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart