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
LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS A) NA 5.11% 3.13% 0.37% 1.29% 1.97% 2.56%
Data as of 06/12/2026, Common starting date is 12/12/2002
More Performance Analytics Comparison
Name Start Date End Date
LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS A) 12/12/2002 06/12/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 5.11 3.13 0.37 1.29 1.97 2.56
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(%) 2.64 2.54 2.15 2.37 2.60 2.88
Data as of 06/12/2026, 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
LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS A) -2.52%
Oct 2019 – Oct 2022
-0.28%
Oct 2017 – Oct 2022
0.68%
Oct 2012 – Oct 2022
1.72%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMIAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS A) 6.84%
Sep 2008 – Sep 2011
5.52%
Feb 2008 – Feb 2013
4.03%
Jun 2006 – Jun 2016
3.35%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return