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
CVAYX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS Y) NA -183,749.59% nan% nan% NA NA NA
Data as of 05/05/2023, Common starting date is 03/02/2017
More Performance Analytics Comparison
Name Start Date End Date
CVAYX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS Y) 03/02/2017 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
Annualized Return (%) -180,855.11 -183,749.59 nan nan NA NA NA -0.27 -6.59 -1.36 3.88 6.12 0.81 1.38
Sharpe Ratio NA -0.42 -0.58 0.00 NA NA NA -1.37 -2.43 -0.97 0.54 2.71 -0.31 0.54
Standard Deviation(%) NA 3.75 2.63 3.71 NA NA NA 4.26 3.30 1.43 6.66 1.74 1.67 1.81
Draw Down(%) NA 5.49 10.61 10.61 NA NA NA 3.03 10.12 2.09 10.08 1.38 2.01 1.70
Yield(%) 0.13 2.57 2.50 2.85 1.65 1.10 0.82 99.52 2.26 2.64 2.62 2.98 3.75 1.56
Data as of 05/05/2023, 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
CVAYX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS Y) -1.78%
Oct 2019 – Oct 2022
0.20%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVAYX (COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE VIRGINIA INTERMEDIATE MUNI BOND FUND CLASS Y) 4.17%
Apr 2018 – Apr 2021
1.61%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return