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
NISCX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERM) -0.30% 4.07% 3.66% -0.15% -0.48% 0.60% 1.25%
Data as of 06/03/2026, Common starting date is 06/29/1993
More Performance Analytics Comparison
Name Start Date End Date
NISCX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERM) 06/29/1993 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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993
Annualized Return (%) 0.00 4.07 3.66 -0.15 -0.48 0.60 1.25 -0.30 6.19 1.78 5.73 -13.61 -1.01 -1.41 -1.28 1.58 4.96 -2.80 4.04 7.91 1.84 8.94 -2.55 1.95 2.87 1.14 2.30 4.26 5.96 3.99 7.68 -1.97 4.72 6.17 3.46 13.16 -3.39 4.38
Sharpe Ratio NA 0.49 0.17 -0.48 -0.41 NA NA -0.69 0.76 -0.35 0.31 -2.19 -0.32 -0.29 -0.57 0.85 3.22 -1.00 2.03 3.54 0.71 2.94 -0.74 -0.62 -0.28 -0.53 0.41 1.18 1.97 0.76 1.77 -2.62 0.57 1.06 -0.06 2.98 -1.33 2.71
Standard Deviation(%) NA 3.73 5.16 5.55 4.99 NA NA 3.86 4.35 5.32 6.74 6.88 3.25 4.96 2.60 1.83 1.54 2.84 1.98 2.22 2.46 3.00 4.72 1.95 1.95 2.11 3.24 2.99 2.44 2.04 1.95 2.03 2.21 2.35 3.51 3.08 4.87 2.42
Draw Down(%) NA 2.98 5.83 18.21 20.79 NA NA 2.98 2.78 3.89 6.96 17.11 3.23 3.10 5.82 2.58 1.22 5.71 1.78 1.87 4.38 2.84 8.76 1.70 1.54 2.38 5.43 4.20 2.76 2.38 2.10 3.80 1.46 1.66 3.64 1.51 7.68 1.71
Yield(%) 0.00 3.23 3.30 2.36 1.36 1.73 2.04 1.08 3.50 3.27 3.09 1.72 1.07 0.17 2.11 2.31 2.88 2.20 2.13 2.65 2.45 2.81 2.99 3.17 3.47 3.66 3.44 4.07 3.95 3.92 4.06 3.97 4.32 4.24 4.26 4.65 4.19 2.24
Data as of 06/03/2026, Common starting date is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NISCX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERM) -6.49%
Oct 2019 – Oct 2022
-3.44%
Oct 2018 – Oct 2023
-0.58%
Oct 2013 – Oct 2023
0.68%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NISCX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERM) 7.78%
Nov 1994 – Nov 1997
5.56%
Apr 1994 – Apr 1999
4.99%
Nov 1994 – Nov 2004
4.21%
Nov 1994 – Nov 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return