Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMIBX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS B) | NA | -31.06% | -10.07% | -6.02% | -0.86% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 12/12/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMIBX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS B) | 12/12/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.02 | -31.06 | -10.07 | -6.02 | -0.86 | NA | NA | … | … | -28.11 | -1.62 | 1.45 | 5.01 | -3.15 | 3.18 | 8.16 | 1.46 | 8.02 | 0.10 | 2.35 | 2.38 | 0.81 | 1.65 | 2.34 | 1.02 |
| Sharpe Ratio | NA | -0.53 | -0.20 | -0.06 | 0.85 | NA | NA | … | … | -0.92 | -0.74 | 0.88 | 3.05 | -1.09 | 1.49 | 3.60 | 0.53 | 2.14 | -0.16 | -0.27 | -0.42 | -0.57 | 0.20 | 0.51 | 12.63 |
| Standard Deviation(%) | NA | 59.08 | 51.53 | 99.80 | 2.86 | NA | NA | … | … | 46.84 | 2.45 | 1.61 | 1.64 | 2.92 | 2.11 | 2.26 | 2.60 | 3.70 | 5.11 | 2.50 | 2.20 | 2.37 | 3.52 | 3.22 | 1.82 |
| Draw Down(%) | NA | 31.11 | 31.44 | 31.44 | 31.44 | NA | NA | … | … | 30.30 | 5.81 | 2.17 | 1.34 | 5.95 | 2.14 | 2.15 | 4.83 | 3.43 | 8.56 | 2.64 | 2.15 | 2.71 | 5.98 | 5.04 | 0.09 |
| Yield(%) | 0.00 | 2.35 | 2.16 | 2.09 | 2.45 | 2.39 | 1.79 | … | … | 0.99 | 2.63 | 1.98 | 2.27 | 2.01 | 2.17 | 2.58 | 2.23 | 2.66 | 2.77 | 2.59 | 2.72 | 3.39 | 2.90 | 2.14 | 0.00 |
Data as of 08/04/2017, Common starting date is 12/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIBX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS B) |
0.45%
Nov 2012 – Nov 2015 |
0.68%
Jan 2012 – Jan 2017 |
2.29%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIBX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS B) |
6.07%
Sep 2008 – Sep 2011 |
4.75%
Feb 2008 – Feb 2013 |
3.27%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart