It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NSMIX: COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS Z (MUTUAL FUND)
Basic Info 10.21 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 10/28/1993 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.93% |
| Expenses | 1.40% |
| Sign up to get fund ranking change alerts | |
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 10/28/1993 |
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(%) | 0.1 | 0.8 | 3.6 | 3.4 | 1.7 | 1.6 | 1.4 | 1.9 | 2.6 | 4.3 | 2.5 | 3.8 | -3.0 | 0.6 | 2.0 | 3.1 | 1.5 | 1.4 | -0.0 | 0.7 | 0.6 | 0.7 | 1.4 | 2.2 | 0.9 | 4.4 | 4.0 | 4.3 | 3.1 | 1.4 | 1.3 | 2.4 | 4.6 | 5.3 | 5.7 | 2.4 | 4.7 | 4.8 | 4.2 | 8.3 | 0.5 | 1.2 |
| Sharpe Ratio | NA | -0.46 | 0.72 | 0.1 | -0.52 | -0.03 | NA | NA | 0.6 | 0.68 | -0.71 | 0.09 | -2.65 | 0.66 | 0.64 | 1.79 | 0.09 | 1.01 | -0.33 | 0.95 | 1.04 | 0.99 | 2.04 | 2.9 | 0.96 | 3.99 | 1.85 | 0.93 | -0.26 | -0.89 | 0.21 | 1.3 | 2.58 | 1.93 | 1.09 | -0.62 | 0.82 | 0.72 | 0.27 | 2.32 | -1.31 | 1.26 |
| Draw Down(%) | NA | 1.5 | 1.5 | 2.0 | 5.1 | 5.1 | NA | NA | 5.1 | 2.0 | 1.0 | 1.6 | 4.8 | 0.7 | 4.6 | 0.5 | 0.4 | 0.7 | 1.3 | 0.6 | 0.4 | 0.9 | 0.4 | 0.3 | 0.6 | 0.3 | 1.8 | 0.4 | 0.3 | 0.5 | 1.9 | 1.1 | 1.4 | 0.8 | 0.4 | 0.6 | 0.7 | 0.7 | 1.2 | 0.7 | 2.1 | 0.7 |
| Standard Deviation(%) | NA | 1.5 | 1.3 | 1.8 | 1.7 | 1.5 | NA | NA | 1.4 | 2.1 | 1.6 | 1.8 | 1.7 | 0.8 | 2.7 | 0.9 | 0.7 | 0.8 | 0.8 | 0.7 | 0.6 | 0.7 | 0.7 | 0.8 | 0.8 | 1.1 | 1.7 | 1.2 | 1.1 | 1.0 | 1.5 | 1.3 | 1.4 | 1.5 | 1.4 | 1.5 | 1.6 | 1.5 | 1.9 | 1.8 | 2.0 | 3.6 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.04 | 0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.04 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.03 | -0.02 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 1.09 | 0.97 | 1.19 | 1.23 | 1.21 | NA | NA | 1.1 | 1.31 | 1.08 | 1.28 | 1.33 | 0.93 | 1.32 | 0.91 | 0.71 | 0.69 | 0.9 | 0.77 | 0.75 | 0.77 | 0.8 | 1.01 | 0.88 | 0.96 | 1.08 | 0.89 | 0.85 | 1.0 | 1.42 | 1.17 | 0.99 | 0.92 | 0.93 | 0.99 | 1.12 | 1.06 | 1.19 | 1.24 | 1.15 | 0.86 |
| RSquared | NA | 0.62 | 0.61 | 0.67 | 0.66 | 0.68 | NA | NA | 0.63 | 0.71 | 0.67 | 0.66 | 0.66 | 0.22 | 0.89 | 0.39 | 0.36 | 0.24 | 0.41 | 0.22 | 0.23 | 0.3 | 0.31 | 0.47 | 0.39 | 0.54 | 0.73 | 0.62 | 0.54 | 0.57 | 0.59 | 0.56 | 0.61 | 0.7 | 0.75 | 0.6 | 0.77 | 0.75 | 0.71 | 0.78 | 0.59 | 0.12 |
| Yield(%) | N/A | 1.0 | 2.7 | 2.7 | 2.1 | 1.8 | 1.6 | 1.9 | N/A | 2.9 | 2.8 | 2.2 | 1.3 | 1.0 | 1.5 | 1.8 | 1.6 | 1.2 | 1.0 | 1.0 | 1.1 | 1.2 | 1.4 | 1.8 | 1.5 | 2.2 | 3.1 | 3.4 | 3.1 | 2.6 | 2.2 | 2.2 | 2.5 | 4.0 | 4.4 | 4.1 | 4.1 | 4.3 | 4.4 | 4.5 | 3.8 | 0.8 |
| Dividend Growth(%) | N/A | -66.4 | -7.8 | 101.7 | 44.7 | -6.2 | -48.5 | N/A | N/A | 5.7 | 24.6 | 63.5 | 37.0 | -34.2 | -18.6 | 10.9 | 32.5 | 18.7 | 7.0 | -12.3 | -10.9 | -11.1 | -24.2 | 16.6 | -29.1 | -27.9 | -8.1 | 10.9 | 17.2 | 14.6 | 3.1 | -11.7 | -36.2 | -8.4 | 6.6 | -1.4 | -2.1 | -2.7 | 0.2 | 13.5 | 413.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/1993
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Short Asset Class Trend Rankings |
Top Rated Funds in Muni National Short
Best Mutual Funds
- VMLTX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES) (96%)
- VWSTX (VANGUARD SHORT-TERM TAX-EXEMPT FUND INVESTOR SHARES) (95%)
- ATOIX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) (94%)
- NSMIX (COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS Z) (93%)
- SMAIX (ULTRA SHORT-TERM MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) (92%)
- VWSUX (VANGUARD SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (91%)
- NEARX (NEAR-TERM TAX FREE FUND NEAR-TERM TAX FREE FUND) (90%)
- VMLUX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (89%)
- FISHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLASS I) (88%)
- FSTFX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY LIMITED TERM MUNICIPAL INCOME FUND) (87%)
Best ETFs
- PVI (Invesco Floating Rate Municipal Income ETF) 0.04% (100%)
- SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF) 0.10% (99%)
- SUB (iShares Short-Term National Muni Bond ETF) 0.05% (98%)
- MEAR (iShares Short Maturity Municipal Bond Active ETF) 0.02% (97%)
- SMB (VanEck Short Muni ETF) 0.0% (97%)
- SMMU (PIMCO Short Term Municipal Bond Active ETF) 0.08% (28%)
Latest Articles Related to NSMIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
