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NCMAX: COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M (MUTUAL FUND)
Basic Info 9.84 0(0.0%) June 05
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 08/29/2002 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.01% |
| Expenses | 0.73% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/29/2002 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.8 | 5.3 | 3.2 | 0.9 | 1.8 | 2.8 | 3.2 | 2.9 | 3.9 | 1.3 | 4.7 | -6.3 | 1.0 | 3.7 | 6.5 | 1.2 | 4.7 | -0.1 | 2.8 | 7.7 | -1.3 | 6.3 | 10.5 | 2.9 | 9.5 | -0.8 | 3.1 | 4.4 | 2.1 | 2.2 | -0.6 | 0.0 |
| Sharpe Ratio | NA | -0.29 | 1.36 | -0.04 | -0.6 | 0.05 | NA | NA | 0.55 | 0.31 | -0.91 | 0.39 | -2.44 | 0.63 | 0.48 | 2.9 | -0.13 | 1.96 | -0.11 | 1.42 | 4.15 | -0.42 | 2.8 | 4.31 | 1.01 | 2.64 | -0.38 | -0.02 | 0.39 | -0.08 | 0.35 | -0.47 | -0.24 |
| Draw Down(%) | NA | 2.7 | 2.7 | 3.7 | 10.3 | 10.9 | NA | NA | 10.9 | 3.5 | 1.9 | 4.1 | 10.0 | 1.9 | 10.9 | 1.5 | 1.6 | 1.4 | 5.6 | 2.4 | 1.5 | 6.3 | 2.1 | 1.9 | 4.9 | 3.4 | 7.6 | 2.1 | 1.9 | 2.3 | 5.8 | 5.1 | 4.0 |
| Standard Deviation(%) | NA | 2.3 | 2.0 | 2.8 | 2.8 | 3.3 | NA | NA | 3.0 | 3.3 | 2.5 | 2.7 | 3.2 | 1.6 | 7.2 | 1.7 | 1.6 | 2.0 | 2.6 | 2.0 | 1.9 | 3.2 | 2.2 | 2.4 | 2.8 | 3.6 | 4.5 | 2.5 | 2.4 | 2.6 | 3.5 | 2.8 | 3.7 |
| Treynor Ratio | NA | -0.01 | 0.05 | 0.0 | -0.03 | 0.0 | NA | NA | 0.02 | 0.02 | -0.04 | 0.02 | -0.14 | 0.01 | 0.04 | 0.07 | 0.0 | 0.06 | 0.0 | 0.04 | 0.1 | -0.02 | 0.07 | 0.14 | 0.04 | 0.11 | -0.03 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.61 | 0.57 | 0.57 | 0.57 | 0.68 | NA | NA | 0.69 | 0.57 | 0.63 | 0.54 | 0.56 | 0.77 | 0.81 | 0.72 | 0.7 | 0.68 | 0.76 | 0.73 | 0.77 | 0.78 | 0.84 | 0.75 | 0.73 | 0.82 | 0.59 | 0.75 | 0.9 | 0.84 | 0.78 | 0.62 | 0.62 |
| RSquared | NA | 0.87 | 0.82 | 0.9 | 0.89 | 0.9 | NA | NA | 0.86 | 0.92 | 0.89 | 0.89 | 0.89 | 0.79 | 0.98 | 0.81 | 0.82 | 0.82 | 0.92 | 0.85 | 0.82 | 0.92 | 0.83 | 0.8 | 0.8 | 0.83 | 0.88 | 0.82 | 0.85 | 0.83 | 0.9 | 0.78 | 0.75 |
| Yield(%) | N/A | 1.0 | 2.8 | 2.7 | 2.4 | 2.5 | 2.9 | 3.2 | N/A | 2.9 | 2.7 | 2.7 | 2.3 | 2.2 | 2.4 | 2.7 | 2.9 | 2.9 | 2.7 | 2.9 | 3.3 | 3.2 | 3.4 | 3.6 | 3.2 | 3.8 | 3.5 | 3.7 | 3.6 | 4.2 | 4.1 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -65.6 | -2.2 | 9.3 | -8.0 | -20.0 | N/A | N/A | N/A | 5.2 | 3.5 | 7.5 | 2.1 | -7.5 | -9.5 | -5.2 | 1.5 | 1.4 | -4.3 | -9.0 | -2.9 | -2.8 | 2.0 | 12.4 | -11.8 | 3.0 | -4.0 | 1.1 | -14.3 | -1.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2002
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