Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSCIX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS A) | NA | 273,184.41% | 1,290.11% | 391.59% | 123.16% | 73.60% | 52.34% | … | … |
Data as of 05/05/2023, Common starting date is 05/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSCIX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS A) | 05/28/1992 | 05/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 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 (%) | 263,789.18 | 273,184.41 | 1,290.11 | 391.59 | 123.16 | 73.60 | 52.34 | … | … | 1.71 | -5.34 | 0.83 | 3.23 | 5.91 | 0.78 | 3.63 | -0.45 | 2.31 | 5.74 | -2.08 | 4.75 | 8.78 | 2.91 | 9.75 | -1.80 | 2.81 | 3.61 | 1.82 | 3.06 | 5.01 | 5.78 | 4.76 | 8.44 | -1.34 | 5.34 | 6.62 | 3.76 | 13.45 | -3.12 | 9.76 | 5.80 |
| Sharpe Ratio | NA | 0.26 | -0.17 | 0.17 | 0.27 | NA | NA | … | … | 0.03 | -2.13 | 0.55 | 0.45 | 2.65 | -0.34 | 1.43 | -0.24 | 1.22 | 3.44 | -0.74 | 2.37 | 3.89 | 1.13 | 3.13 | -0.58 | -0.11 | 0.15 | -0.16 | 0.61 | 1.39 | 1.91 | 1.12 | 2.12 | -2.14 | 0.87 | 1.28 | 0.07 | 3.11 | -1.38 | 3.07 | 2.63 |
| Standard Deviation(%) | NA | 3.01 | 2.27 | 3.52 | 2.97 | NA | NA | … | … | 2.32 | 3.17 | 1.47 | 6.57 | 1.70 | 1.60 | 2.11 | 2.67 | 1.88 | 1.67 | 2.85 | 2.00 | 2.25 | 2.50 | 3.08 | 4.65 | 1.99 | 2.05 | 2.20 | 3.44 | 3.11 | 2.45 | 2.20 | 2.07 | 2.14 | 2.32 | 2.42 | 3.54 | 3.09 | 4.39 | 2.49 | 2.92 |
| Draw Down(%) | NA | 4.68 | 8.79 | 9.70 | 9.70 | NA | NA | … | … | 1.87 | 8.79 | 1.81 | 9.70 | 1.44 | 1.87 | 1.64 | 5.54 | 2.24 | 1.16 | 5.64 | 1.72 | 1.91 | 4.20 | 2.79 | 8.24 | 1.64 | 1.35 | 2.33 | 5.31 | 4.07 | 2.76 | 2.22 | 2.05 | 3.42 | 1.46 | 1.62 | 3.60 | 1.51 | 7.49 | 1.88 | 2.43 |
| Yield(%) | 0.12 | 2.15 | 1.87 | 2.11 | 2.42 | 2.89 | 3.06 | … | … | 101.07 | 1.91 | 1.70 | 1.94 | 2.37 | 2.51 | 2.80 | 2.86 | 3.03 | 3.64 | 2.93 | 2.92 | 3.39 | 3.61 | 3.59 | 3.73 | 3.90 | 4.19 | 4.42 | 4.19 | 4.80 | 3.80 | 4.68 | 4.79 | 4.61 | 4.93 | 4.68 | 4.57 | 4.94 | 4.48 | 4.70 | 3.42 |
Data as of 05/05/2023, Common starting date is 05/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCIX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS A) |
-1.34%
Oct 2019 – Oct 2022 |
0.47%
Oct 2017 – Oct 2022 |
1.13%
Oct 2012 – Oct 2022 |
2.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSCIX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS A) |
8.12%
Nov 1994 – Nov 1997 |
6.15%
Oct 1992 – Oct 1997 |
5.51%
Nov 1994 – Nov 2004 |
4.80%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart