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
CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R5) NA 5.36% 3.12% 0.76% 1.63% NA NA
Data as of 06/15/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R5) 11/12/2012 06/15/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 5.36 3.12 0.76 1.63 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 2.59 2.47 2.14 2.36 1.87 1.40
Data as of 06/15/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R5) -2.13%
Oct 2020 – Oct 2023
0.04%
Jul 2020 – Jul 2025
1.00%
Feb 2013 – Feb 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CODRX (COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE OREGON INTERMEDIATE MUNI BOND FUND CLASS R5) 4.28%
Apr 2018 – Apr 2021
3.31%
Nov 2016 – Nov 2021
1.91%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return