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
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) 0.58% 5.34% 3.14% 0.82% 1.76% NA NA
Data as of 06/11/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) 11/12/2012 06/11/2026
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
Annualized Return (%) -0.20 5.34 3.14 0.82 1.76 NA NA 0.58 4.02 1.23 4.84 -6.38 1.19 3.65 6.59 1.23 4.73 -0.21 2.90 5.17 -4.55 -0.75
Sharpe Ratio NA 1.35 -0.03 -0.59 0.05 NA NA -0.38 0.35 -0.98 0.43 -2.41 0.75 0.47 2.93 -0.10 2.08 -0.17 1.43 3.01 -1.53 -2.18
Standard Deviation(%) NA 1.99 2.78 2.76 3.25 NA NA 2.36 3.23 2.44 2.75 3.25 1.54 7.18 1.75 1.57 1.97 2.58 2.00 1.71 2.99 2.59
Draw Down(%) NA 2.61 3.77 10.40 10.95 NA NA 2.61 3.54 1.80 3.99 10.07 1.95 10.95 1.49 1.62 1.34 5.78 2.42 1.52 6.86 1.96
Yield(%) 0.00 2.77 2.75 2.41 2.51 2.01 1.51 0.99 2.90 2.72 2.67 2.29 2.28 2.45 2.82 2.91 2.93 2.60 2.93 0.80 0.00 0.00
Data as of 06/11/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) -1.68%
Oct 2019 – Oct 2022
0.37%
Jul 2020 – Jul 2025
1.34%
Feb 2013 – Feb 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNBRX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) 4.75%
Feb 2017 – Feb 2020
3.65%
Nov 2016 – Nov 2021
2.31%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return