Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCTEX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS Z) | NA | 1.40% | -2.24% | 0.92% | 1.35% | 2.45% | 2.38% | … | … |
Data as of 11/07/2023, Common starting date is 08/30/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCTEX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS Z) | 08/30/1994 | 11/07/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.40 | -2.24 | 0.92 | 1.35 | 2.45 | 2.38 | … | … | -2.12 | -6.46 | 0.73 | 4.29 | 6.46 | 1.24 | 2.76 | -0.26 | 2.22 | 5.68 | -1.68 | 4.28 | 8.76 | 1.83 | 9.15 | -0.55 | 3.03 | 3.39 | 1.54 | 2.61 | 3.57 | 4.32 | 0.28 | 7.41 | -2.80 | 6.66 | 8.12 | 3.71 | 14.64 | -1.14 |
| Sharpe Ratio | NA | -1.05 | -1.64 | -0.12 | 0.15 | NA | NA | … | … | -2.72 | -2.51 | 0.47 | 0.56 | 2.92 | -0.04 | 1.09 | -0.20 | 1.18 | 3.30 | -0.58 | 2.02 | 3.80 | 0.66 | 3.02 | -0.31 | 0.01 | 0.06 | -0.26 | 0.46 | 0.85 | 1.34 | -1.05 | 1.45 | -2.22 | 1.25 | 1.68 | 0.05 | 2.90 | -1.39 |
| Standard Deviation(%) | NA | 2.63 | 2.44 | 3.86 | 3.04 | NA | NA | … | … | 2.53 | 3.13 | 1.50 | 7.27 | 1.73 | 1.61 | 1.96 | 2.31 | 1.85 | 1.72 | 2.95 | 2.11 | 2.30 | 2.65 | 3.00 | 4.73 | 2.42 | 2.15 | 2.42 | 3.59 | 3.38 | 2.40 | 1.97 | 2.28 | 2.72 | 2.67 | 2.73 | 4.43 | 3.72 | 4.95 |
| Draw Down(%) | NA | 4.82 | 10.80 | 10.80 | 10.80 | NA | NA | … | … | 4.82 | 10.18 | 1.92 | 10.67 | 1.48 | 1.57 | 1.51 | 5.01 | 2.18 | 1.18 | 5.61 | 1.97 | 1.90 | 4.60 | 2.51 | 7.88 | 2.10 | 1.61 | 2.59 | 5.82 | 5.04 | 3.04 | 3.46 | 3.05 | 5.41 | 1.62 | 1.54 | 4.11 | 2.03 | 5.39 |
| Yield(%) | 0.27 | 2.61 | 2.24 | 2.57 | 2.75 | 3.12 | 3.07 | … | … | 2.12 | 2.14 | 2.20 | 2.54 | 2.90 | 3.01 | 2.83 | 3.28 | 3.18 | 3.30 | 2.86 | 3.44 | 3.42 | 3.07 | 3.65 | 3.77 | 3.61 | 3.60 | 3.60 | 3.45 | 3.60 | 0.00 | 0.00 | 1.93 | 4.72 | 5.12 | 4.65 | 4.99 | 5.35 | 2.36 |
Data as of 11/07/2023, Common starting date is 08/30/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTEX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS Z) |
-2.15%
Oct 2020 – Oct 2023 |
0.43%
Oct 2017 – Oct 2022 |
1.07%
Oct 2012 – Oct 2022 |
2.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTEX (COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CONNECTICUT INTERMEDIATE MUNI BOND FUND CLASS Z) |
9.01%
Nov 1994 – Nov 1997 |
6.53%
Nov 1994 – Nov 1999 |
4.86%
Nov 1994 – Nov 2004 |
4.41%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart