Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) | 0.74% | 5.03% | 2.82% | 0.47% | 1.35% | 2.06% | 2.55% | … | … |
Data as of 06/08/2026, Common starting date is 11/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) | 11/08/2002 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.03 | 2.82 | 0.47 | 1.35 | 2.06 | 2.55 | … | … | 0.74 | 4.15 | 0.67 | 3.85 | -6.73 | 0.36 | 3.79 | 5.90 | 0.51 | 3.46 | -0.41 | 2.39 | 5.80 | -2.03 | 4.41 | 8.98 | 1.81 | 8.94 | -0.17 | 2.89 | 3.38 | 2.68 | 3.80 | 4.71 | -0.64 |
| Sharpe Ratio | NA | 1.29 | -0.15 | -0.77 | -0.10 | NA | NA | … | … | -0.38 | 0.41 | -1.30 | 0.07 | -2.63 | 0.25 | 0.54 | 2.77 | -0.57 | 1.39 | -0.27 | 1.33 | 3.49 | -0.70 | 2.11 | 3.86 | 0.73 | 3.27 | -0.26 | -0.12 | -0.02 | 0.18 | 0.80 | 1.15 | -1.56 |
| Standard Deviation(%) | NA | 1.78 | 2.64 | 2.65 | 3.02 | NA | NA | … | … | 2.08 | 3.09 | 2.27 | 2.85 | 3.12 | 1.35 | 6.48 | 1.60 | 1.53 | 2.03 | 2.31 | 1.77 | 1.66 | 2.95 | 2.08 | 2.32 | 2.35 | 2.70 | 4.34 | 2.22 | 2.05 | 2.34 | 3.53 | 3.48 | 3.43 |
| Draw Down(%) | NA | 2.27 | 3.90 | 10.67 | 10.67 | NA | NA | … | … | 2.27 | 3.43 | 1.90 | 4.72 | 10.26 | 1.80 | 9.50 | 1.42 | 1.81 | 1.67 | 4.90 | 2.10 | 1.10 | 5.70 | 2.10 | 1.80 | 4.51 | 2.09 | 7.03 | 1.75 | 1.44 | 2.48 | 5.62 | 5.37 | 1.82 |
| Yield(%) | 0.00 | 2.10 | 2.13 | 1.85 | 2.06 | 2.37 | 2.72 | … | … | 0.73 | 2.25 | 2.10 | 2.04 | 1.72 | 1.77 | 2.00 | 2.55 | 2.50 | 2.54 | 2.57 | 2.67 | 2.82 | 2.64 | 2.80 | 3.34 | 3.55 | 3.78 | 3.78 | 3.72 | 3.72 | 3.68 | 3.97 | 4.95 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) |
-2.48%
Oct 2020 – Oct 2023 |
-0.28%
Jul 2020 – Jul 2025 |
0.89%
Oct 2012 – Oct 2022 |
1.81%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COEAX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND) |
6.52%
Dec 2008 – Dec 2011 |
5.33%
Feb 2008 – Feb 2013 |
4.17%
Jan 2003 – Jan 2013 |
3.38%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart