Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNCEX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) | NA | 1,217,947.82% | 2,179.02% | 561.26% | 158.89% | NA | NA | … | … |
Data as of 05/05/2023, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNCEX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) | 03/21/2013 | 05/05/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1,174,021.27 | 1,217,947.82 | 2,179.02 | 561.26 | 158.89 | NA | NA | … | … | 0.16 | -6.64 | -0.80 | 3.83 | 5.81 | 0.46 | 4.08 | -0.75 | 2.25 | 5.43 | -1.91 |
| Sharpe Ratio | NA | -0.39 | -0.58 | -0.02 | 0.16 | NA | NA | … | … | -1.13 | -2.50 | -0.59 | 0.52 | 2.64 | -0.54 | 1.60 | -0.37 | 1.24 | 3.20 | -0.81 |
| Standard Deviation(%) | NA | 3.64 | 2.56 | 3.73 | 3.08 | NA | NA | … | … | 4.04 | 3.23 | 1.40 | 6.84 | 1.67 | 1.61 | 2.17 | 2.56 | 1.78 | 1.69 | 3.05 |
| Draw Down(%) | NA | 5.40 | 10.67 | 10.67 | 10.67 | NA | NA | … | … | 2.55 | 10.10 | 1.96 | 10.03 | 1.51 | 1.99 | 1.44 | 5.55 | 2.06 | 1.33 | 5.43 |
| Yield(%) | 0.12 | 2.28 | 2.01 | 2.21 | 2.37 | 1.60 | 1.20 | … | … | 99.90 | 2.02 | 1.87 | 2.05 | 2.42 | 2.54 | 2.68 | 2.42 | 2.86 | 3.08 | 2.24 |
Data as of 05/05/2023, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNCEX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) |
-1.87%
Oct 2019 – Oct 2022 |
0.10%
Oct 2017 – Oct 2022 |
1.41%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNCEX (COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NORTH CAROLINA INTERMEDIATE MUNI BOND FUND CLASS R4) |
4.38%
Aug 2013 – Aug 2016 |
3.16%
Nov 2016 – Nov 2021 |
1.41%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart