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
CORYX (Columbia AMT-Free Oregon Intermediate Mu) 1.07% 5.56% 3.22% 0.81% NA NA NA
Data as of 06/10/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
Name Start Date End Date
CORYX (Columbia AMT-Free Oregon Intermediate Mu) 03/02/2017 06/10/2026
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
Annualized Return (%) 0.00 5.56 3.22 0.81 NA NA NA 1.07 4.47 1.01 4.18 -6.32 0.61 4.41 6.34 1.00 2.02
Sharpe Ratio NA 1.51 0.00 -0.62 NA NA NA 0.00 0.50 -1.12 0.19 -2.50 0.42 0.64 2.90 -0.24 0.99
Standard Deviation(%) NA 1.93 2.73 2.70 NA NA NA 2.32 3.19 2.34 2.83 3.11 1.40 6.49 1.68 1.59 1.74
Draw Down(%) NA 2.27 3.72 10.39 NA NA NA 2.27 3.48 1.81 4.56 10.02 1.72 9.56 1.42 1.80 1.53
Yield(%) 0.00 2.62 2.52 2.18 2.20 1.47 1.10 1.06 2.56 2.43 2.38 2.03 2.08 2.59 2.89 3.05 1.21
Data as of 06/10/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORYX (Columbia AMT-Free Oregon Intermediate Mu) -2.09%
Oct 2020 – Oct 2023
0.10%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORYX (Columbia AMT-Free Oregon Intermediate Mu) 4.33%
Apr 2018 – Apr 2021
1.74%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return