Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITEBX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS B) | NA | -2.17% | 3.02% | 2.75% | 3.97% | 3.86% | 4.02% | … | … |
Data as of 08/04/2017, Common starting date is 03/24/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITEBX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS B) | 03/24/1995 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | -2.17 | 3.02 | 2.75 | 3.97 | 3.86 | 4.02 | … | … | 2.56 | -0.29 | 3.11 | 11.47 | -4.36 | 9.94 | 10.40 | 0.61 | 14.65 | -7.43 | 0.78 | 3.50 | 2.22 | 1.91 | 8.35 | 8.21 | 3.05 | 11.92 | -5.17 | 4.76 | 8.99 | 1.22 | 10.47 |
| Sharpe Ratio | NA | -0.79 | 1.03 | 0.89 | 0.93 | NA | NA | … | … | 1.34 | -0.16 | 1.28 | 4.88 | -1.16 | 3.78 | 3.00 | 0.14 | 3.29 | -1.11 | -0.75 | 0.09 | 0.02 | 0.26 | 1.13 | 1.79 | 0.27 | 2.41 | -2.75 | 0.48 | 1.54 | -0.42 | 1.41 |
| Standard Deviation(%) | NA | 3.28 | 2.76 | 2.94 | 3.95 | NA | NA | … | … | 2.86 | 3.13 | 2.42 | 2.35 | 3.80 | 2.64 | 3.45 | 3.75 | 4.42 | 7.53 | 2.97 | 2.64 | 2.91 | 3.66 | 6.80 | 3.96 | 2.77 | 3.24 | 3.05 | 2.99 | 3.53 | 5.36 | 7.11 |
| Draw Down(%) | NA | 6.25 | 6.25 | 8.53 | 14.38 | NA | NA | … | … | 1.38 | 6.25 | 2.61 | 1.17 | 8.41 | 1.91 | 3.57 | 6.65 | 3.10 | 14.38 | 2.86 | 1.64 | 2.58 | 6.22 | 6.14 | 5.18 | 3.31 | 3.26 | 6.67 | 1.92 | 2.30 | 6.06 | 5.88 |
| Yield(%) | 0.00 | 2.49 | 3.15 | 3.18 | 3.44 | 3.80 | 3.91 | … | … | 1.17 | 3.21 | 3.51 | 3.68 | 3.24 | 3.62 | 3.85 | 3.34 | 3.86 | 3.30 | 3.07 | 2.91 | 3.21 | 2.66 | 12.51 | 5.26 | 3.75 | 4.69 | 4.33 | 4.16 | 4.49 | 4.27 | 3.98 |
Data as of 08/04/2017, Common starting date is 03/24/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITEBX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS B) |
-1.16%
Dec 2005 – Dec 2008 |
0.12%
Dec 2003 – Dec 2008 |
2.53%
Oct 1998 – Oct 2008 |
3.56%
Jan 1996 – Jan 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITEBX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS B) |
8.58%
May 2000 – May 2003 |
7.04%
Jan 2000 – Jan 2005 |
5.39%
Jun 1995 – Jun 2005 |
5.02%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart