Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NNITX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS B) | NA | -2.35% | 0.80% | 0.73% | 2.32% | 2.30% | 2.74% | … | … |
Data as of 08/04/2017, Common starting date is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NNITX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS B) | 06/29/1993 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | -2.35 | 0.80 | 0.73 | 2.32 | 2.30 | 2.74 | … | … | 1.79 | -1.52 | 1.14 | 4.49 | -2.65 | 3.11 | 8.54 | 1.75 | 10.06 | -4.30 | 1.68 | 2.82 | 0.85 | 2.06 | 3.13 | 7.11 | 3.69 | 7.54 | -2.30 | 4.55 | 6.59 | 3.36 | 13.61 | -4.64 | 3.46 |
| Sharpe Ratio | NA | -1.07 | 0.30 | 0.28 | 0.75 | NA | NA | … | … | 1.18 | -0.70 | 0.67 | 2.72 | -0.97 | 1.57 | 3.68 | 0.64 | 3.27 | -1.08 | -0.68 | -0.24 | -0.65 | 0.35 | 0.87 | 2.36 | 0.64 | 1.87 | -2.71 | 0.55 | -20.95 | -0.04 | 1.39 | -1.75 | 1.59 |
| Standard Deviation(%) | NA | 2.57 | 2.06 | 2.16 | 2.70 | NA | NA | … | … | 2.12 | 2.44 | 1.65 | 1.65 | 2.76 | 1.96 | 2.31 | 2.60 | 3.05 | 4.82 | 1.98 | 1.94 | 2.02 | 3.12 | 2.79 | 2.55 | 2.17 | 1.87 | 2.04 | 2.23 | 2.31 | 3.52 | 7.05 | 4.34 | 3.01 |
| Draw Down(%) | NA | 5.33 | 5.82 | 5.87 | 9.27 | NA | NA | … | … | 1.08 | 5.82 | 2.38 | 1.32 | 5.65 | 1.96 | 2.16 | 4.75 | 2.50 | 9.27 | 1.87 | 1.46 | 2.36 | 4.97 | 4.38 | 2.93 | 2.78 | 2.23 | 3.98 | 1.46 | 1.91 | 3.76 | 4.48 | 8.95 | 2.30 |
| Yield(%) | 0.00 | 1.34 | 1.66 | 1.74 | 2.19 | 2.45 | 2.79 | … | … | 0.68 | 1.64 | 1.87 | 2.06 | 1.95 | 1.88 | 2.12 | 2.45 | 2.83 | 2.97 | 2.98 | 3.61 | 3.06 | 3.02 | 3.07 | 3.55 | 3.63 | 3.82 | 3.69 | 4.07 | 4.05 | 4.00 | 4.20 | 3.74 | 2.08 |
Data as of 08/04/2017, 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 |
|---|---|---|---|---|
| NNITX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS B) |
0.02%
Dec 2005 – Dec 2008 |
0.59%
Dec 2003 – Dec 2008 |
2.01%
Nov 2006 – Nov 2016 |
2.35%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NNITX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS B) |
8.00%
Nov 1994 – Nov 1997 |
5.54%
Nov 1994 – Nov 1999 |
4.94%
Nov 1994 – Nov 2004 |
4.08%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart
