Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCMAX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) | 0.78% | 5.32% | 3.16% | 0.89% | 1.80% | 2.79% | 3.23% | … | … |
Data as of 06/05/2026, Common starting date is 08/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCMAX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) | 08/29/2002 | 06/05/2026 |
| 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 (%) | 0.10 | 5.32 | 3.16 | 0.89 | 1.80 | 2.79 | 3.23 | … | … | 0.78 | 3.90 | 1.32 | 4.71 | -6.28 | 1.00 | 3.68 | 6.51 | 1.17 | 4.66 | -0.07 | 2.82 | 7.72 | -1.32 | 6.31 | 10.51 | 2.94 | 9.49 | -0.76 | 3.10 | 4.36 | 2.05 | 2.19 | -0.60 | 0.04 |
| Sharpe Ratio | NA | 1.36 | -0.04 | -0.60 | 0.05 | NA | NA | … | … | -0.29 | 0.31 | -0.91 | 0.39 | -2.44 | 0.63 | 0.48 | 2.90 | -0.13 | 1.96 | -0.11 | 1.42 | 4.15 | -0.42 | 2.80 | 4.31 | 1.01 | 2.64 | -0.38 | -0.02 | 0.39 | -0.08 | 0.35 | -0.47 | -0.24 |
| Standard Deviation(%) | NA | 1.97 | 2.80 | 2.75 | 3.25 | NA | NA | … | … | 2.30 | 3.26 | 2.52 | 2.73 | 3.17 | 1.55 | 7.17 | 1.74 | 1.63 | 2.05 | 2.61 | 1.96 | 1.86 | 3.20 | 2.25 | 2.43 | 2.82 | 3.55 | 4.54 | 2.45 | 2.44 | 2.63 | 3.45 | 2.82 | 3.69 |
| Draw Down(%) | NA | 2.70 | 3.66 | 10.33 | 10.92 | NA | NA | … | … | 2.70 | 3.53 | 1.89 | 4.07 | 9.96 | 1.94 | 10.92 | 1.49 | 1.61 | 1.43 | 5.60 | 2.43 | 1.52 | 6.30 | 2.12 | 1.86 | 4.93 | 3.36 | 7.56 | 2.09 | 1.91 | 2.29 | 5.78 | 5.07 | 4.02 |
| Yield(%) | 0.00 | 2.76 | 2.74 | 2.39 | 2.50 | 2.91 | 3.18 | … | … | 0.98 | 2.89 | 2.70 | 2.66 | 2.27 | 2.19 | 2.40 | 2.75 | 2.85 | 2.86 | 2.74 | 2.86 | 3.28 | 3.23 | 3.42 | 3.58 | 3.17 | 3.80 | 3.53 | 3.65 | 3.64 | 4.15 | 4.13 | 0.00 | 0.14 |
Data as of 06/05/2026, Common starting date is 08/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCMAX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) |
-1.73%
Oct 2019 – Oct 2022 |
0.36%
Jul 2020 – Jul 2025 |
1.60%
Oct 2012 – Oct 2022 |
2.54%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCMAX (COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE CALIFORNIA INTERMEDIATE M) |
7.59%
Dec 2008 – Dec 2011 |
6.37%
Feb 2008 – Feb 2013 |
4.92%
Jun 2006 – Jun 2016 |
4.10%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart