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
LNYAX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) 0.92% 5.15% 2.87% 0.41% 1.44% 2.13% 2.64%
Data as of 06/08/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
Name Start Date End Date
LNYAX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) 11/27/2002 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 5.15 2.87 0.41 1.44 2.13 2.64 0.92 3.73 0.90 4.42 -7.28 1.01 3.38 6.13 0.83 3.89 -0.65 2.64 5.84 -1.79 4.23 8.79 1.91 9.79 -0.35 2.96 3.01 1.51 2.46 4.28 1.71
Sharpe Ratio NA 1.27 -0.16 -0.81 -0.07 NA NA -0.26 0.28 -1.15 0.29 -2.85 0.64 0.44 2.79 -0.36 1.64 -0.36 1.50 3.82 -0.65 2.15 3.99 0.71 3.17 -0.26 -0.08 -0.20 -0.32 0.40 0.94 7.31
Standard Deviation(%) NA 1.82 2.65 2.62 3.17 NA NA 2.10 3.06 2.36 2.63 3.07 1.55 7.17 1.66 1.54 1.98 2.38 1.73 1.52 2.83 1.96 2.20 2.55 3.06 5.03 2.35 2.03 2.34 3.66 3.79 2.80
Draw Down(%) NA 2.21 3.76 11.62 11.62 NA NA 2.21 3.57 1.85 4.32 10.78 2.03 10.73 1.56 1.80 1.48 5.20 1.89 1.05 5.44 1.82 1.79 4.78 2.63 8.24 2.19 1.67 2.56 6.22 6.02 0.43
Yield(%) 0.00 2.34 2.35 2.06 2.23 2.54 2.82 0.83 2.48 2.31 2.34 2.06 1.91 2.09 2.47 2.65 2.75 2.78 2.92 3.16 2.96 2.98 3.34 3.13 3.49 3.45 3.32 3.29 3.33 3.16 3.21 0.08
Data as of 06/08/2026, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNYAX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) -2.07%
Oct 2019 – Oct 2022
0.05%
Oct 2017 – Oct 2022
0.96%
Oct 2012 – Oct 2022
1.86%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNYAX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI ) 6.77%
Dec 2008 – Dec 2011
5.52%
Feb 2008 – Feb 2013
4.05%
Jun 2006 – Jun 2016
3.45%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return