Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) | 0.93% | 5.55% | 3.34% | 0.67% | 1.55% | 2.20% | 2.82% | … | … |
Data as of 06/04/2026, Common starting date is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) | 06/29/1993 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 5.55 | 3.34 | 0.67 | 1.55 | 2.20 | 2.82 | … | … | 0.93 | 4.29 | 1.69 | 4.48 | -7.55 | 0.74 | 3.58 | 6.44 | 0.70 | 3.75 | -0.62 | 2.39 | 6.07 | -2.12 | 4.23 | 9.24 | 2.59 | 9.11 | 1.11 | 3.37 | 3.40 | 1.82 | 2.68 | 2.61 | 4.51 | 0.48 | 7.21 | -2.07 | 5.82 | 8.89 | 3.40 | 13.76 | -5.45 | 5.48 |
| Sharpe Ratio | NA | 1.52 | 0.10 | -0.66 | -0.02 | NA | NA | … | … | -0.33 | 0.42 | -0.84 | 0.30 | -2.65 | 0.45 | 0.45 | 2.85 | -0.40 | 1.51 | -0.33 | 1.35 | 3.51 | -0.72 | 1.90 | 3.93 | 0.93 | 2.39 | 0.03 | 0.09 | -0.01 | -0.18 | 0.47 | 0.58 | 1.52 | -1.12 | 1.36 | -2.16 | 0.88 | 1.81 | -0.05 | 2.63 | -1.61 | 2.50 |
| Standard Deviation(%) | NA | 1.93 | 2.81 | 2.80 | 3.32 | NA | NA | … | … | 2.26 | 3.38 | 2.29 | 2.75 | 3.40 | 1.57 | 7.39 | 1.74 | 1.69 | 2.06 | 2.54 | 1.75 | 1.72 | 2.98 | 2.21 | 2.34 | 2.70 | 3.77 | 5.17 | 2.60 | 2.35 | 2.47 | 3.62 | 3.24 | 2.21 | 1.79 | 2.19 | 2.52 | 2.68 | 2.87 | 4.73 | 3.72 | 5.29 | 3.53 |
| Draw Down(%) | NA | 2.23 | 3.69 | 11.81 | 11.81 | NA | NA | … | … | 2.23 | 3.69 | 1.82 | 4.14 | 11.17 | 1.94 | 10.99 | 1.40 | 1.85 | 1.76 | 5.41 | 1.84 | 1.26 | 5.77 | 2.06 | 2.16 | 4.58 | 3.27 | 8.11 | 2.40 | 1.88 | 2.64 | 5.82 | 4.87 | 2.75 | 2.99 | 2.93 | 4.82 | 1.88 | 2.05 | 4.44 | 2.20 | 9.95 | 2.90 |
| Yield(%) | 0.00 | 2.65 | 2.71 | 2.34 | 2.56 | 2.80 | 3.12 | … | … | 0.92 | 2.85 | 2.70 | 2.71 | 2.26 | 2.12 | 2.40 | 3.07 | 3.22 | 2.96 | 3.64 | 2.90 | 3.29 | 3.04 | 3.20 | 3.59 | 3.36 | 3.72 | 3.75 | 3.58 | 3.70 | 4.37 | 3.90 | 2.39 | 0.00 | 0.00 | 1.92 | 4.26 | 4.44 | 4.67 | 4.73 | 5.06 | 4.66 | 2.95 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) |
-2.24%
Oct 2019 – Oct 2022 |
-0.01%
Oct 2017 – Oct 2022 |
0.92%
Oct 2012 – Oct 2022 |
1.96%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMED) |
8.87%
Nov 1994 – Nov 1997 |
6.42%
Nov 1994 – Nov 1999 |
4.75%
Nov 1994 – Nov 2004 |
4.50%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart