Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGAMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS Z) | NA | 5.10% | 4.21% | 2.47% | 3.14% | 3.53% | 3.59% | … | … |
Data as of 05/07/2021, Common starting date is 03/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGAMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS Z) | 03/30/1992 | 05/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 5.10 | 4.21 | 2.47 | 3.14 | 3.53 | 3.59 | … | … | 0.47 | 4.24 | 5.96 | 0.84 | 3.69 | -0.31 | 2.46 | 5.52 | -1.27 | 3.96 | 9.17 | 2.94 | 10.39 | -1.62 | 3.32 | 3.79 | 1.87 | 3.14 | 4.36 | 6.30 | 5.55 | 8.31 | -1.35 | 5.58 | 7.19 | 3.67 | 14.31 | -4.61 | 11.08 | 7.87 |
| Sharpe Ratio | NA | 3.15 | 0.79 | 0.49 | 0.92 | NA | NA | … | … | 0.70 | 0.58 | 2.75 | -0.27 | 1.50 | -0.21 | 1.31 | 3.18 | -0.46 | 2.01 | 3.64 | 1.05 | 2.97 | -0.49 | 0.14 | 0.25 | -0.14 | 0.70 | 1.25 | 2.10 | 1.52 | 1.97 | -2.05 | 0.93 | 1.44 | 0.05 | 3.16 | -1.55 | 2.84 | 1.43 |
| Standard Deviation(%) | NA | 1.60 | 4.25 | 3.59 | 2.97 | NA | NA | … | … | 1.94 | 6.94 | 1.66 | 1.74 | 2.05 | 2.47 | 1.86 | 1.73 | 2.82 | 1.96 | 2.51 | 2.72 | 3.47 | 5.15 | 2.30 | 2.14 | 2.12 | 3.13 | 2.94 | 2.48 | 2.16 | 2.14 | 2.23 | 2.43 | 2.53 | 3.60 | 3.31 | 4.88 | 3.16 | 5.71 |
| Draw Down(%) | NA | 1.96 | 10.25 | 10.25 | 10.25 | NA | NA | … | … | 1.96 | 10.25 | 1.32 | 2.03 | 1.64 | 5.13 | 1.76 | 1.29 | 5.36 | 1.72 | 2.10 | 4.64 | 2.87 | 9.04 | 1.47 | 1.26 | 2.17 | 4.75 | 3.99 | 2.89 | 2.35 | 2.09 | 3.52 | 1.54 | 2.02 | 3.81 | 1.59 | 8.71 | 2.22 | 2.22 |
| Yield(%) | 9.61 | 12.37 | 6.05 | 4.64 | 4.08 | 4.04 | 4.02 | … | … | 10.03 | 2.86 | 2.77 | 2.81 | 3.17 | 3.36 | 3.33 | 3.39 | 3.66 | 3.20 | 3.39 | 3.44 | 3.73 | 3.93 | 4.00 | 4.07 | 3.95 | 3.98 | 4.19 | 4.60 | 4.72 | 4.91 | 4.60 | 4.90 | 5.05 | 4.65 | 5.02 | 4.50 | 4.77 | 4.52 |
Data as of 05/07/2021, Common starting date is 03/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGAMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS Z) |
0.87%
Oct 2015 – Oct 2018 |
1.40%
Apr 2013 – Apr 2018 |
2.85%
Aug 2010 – Aug 2020 |
3.09%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGAMX (COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE GEORGIA INTERMEDIATE MUNI BOND FUND CLASS Z) |
8.46%
Nov 1994 – Nov 1997 |
6.38%
Oct 1992 – Oct 1997 |
5.75%
Apr 1992 – Apr 2002 |
5.06%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart