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
NSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS C) NA -11,596.95% nan% nan% nan% nan% nan%
Data as of 05/05/2023, Common starting date is 06/29/1992
More Performance Analytics Comparison
Name Start Date End Date
NSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS C) 06/29/1992 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 (%) -11,354.46 -11,596.95 nan nan nan nan nan 1.30 -6.53 -0.05 2.46 5.12 0.02 2.95 -1.28 1.67 4.86 -2.80 3.94 7.98 2.17 8.93 -2.55 1.94 2.86 1.14 2.19 4.23 5.89 3.96 7.66 -2.09 4.70 6.16 3.46 13.14 -3.49 9.19 3.46
Sharpe Ratio NA -0.19 -0.69 -0.10 -0.02 NA NA -0.52 -2.65 -0.05 0.34 2.41 -0.88 1.10 -0.58 0.89 3.11 -0.99 2.02 3.57 0.85 2.98 -0.74 -0.54 -0.22 -0.50 0.36 1.17 1.99 0.79 1.83 -2.66 0.63 1.12 -0.01 3.05 -1.48 2.95 1.70
Standard Deviation(%) NA 2.91 2.14 3.43 2.90 NA NA 2.28 3.00 1.36 6.49 1.54 1.48 2.11 2.56 1.84 1.56 2.85 1.94 2.23 2.46 2.96 4.71 2.02 2.03 2.07 3.42 3.04 2.41 2.10 1.98 2.00 2.20 2.35 3.55 3.05 4.36 2.40 2.79
Draw Down(%) NA 4.92 10.10 10.10 10.10 NA NA 1.98 9.70 1.80 9.69 1.48 2.26 1.87 5.82 2.49 1.23 5.71 1.78 1.88 4.38 2.84 8.77 1.79 1.44 2.38 5.43 4.20 2.76 2.28 2.10 3.92 1.46 1.66 3.64 1.51 7.75 1.88 2.57
Yield(%) 0.07 1.42 1.13 1.36 1.71 2.11 2.34 101.66 1.22 0.95 1.19 1.59 1.77 2.04 2.11 2.31 2.88 2.20 2.13 2.63 2.78 2.81 2.99 3.16 3.47 3.66 3.44 4.06 3.80 3.91 4.06 3.86 4.32 4.24 4.28 4.65 4.11 4.05 2.35
Data as of 05/05/2023, Common starting date is 06/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS C) -2.32%
Oct 2019 – Oct 2022
-0.44%
Oct 2017 – Oct 2022
0.31%
Oct 2012 – Oct 2022
1.55%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NSICX (COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE SOUTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS C) 7.77%
Nov 1994 – Nov 1997
5.72%
Oct 1992 – Oct 1997
4.95%
Nov 1994 – Nov 2004
4.17%
Nov 1994 – Nov 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return