Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMBX (Columbia Ultra Short Municipal Bond Fund Class A) | 0.81% | 2.53% | 2.97% | 1.89% | 1.47% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMBX (Columbia Ultra Short Municipal Bond Fund Class A) | 05/27/2014 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.53 | 2.97 | 1.89 | 1.47 | NA | NA | … | … | 0.81 | 3.10 | 2.83 | 2.87 | -0.03 | 0.25 | 1.01 | 1.55 | 1.32 | 0.89 | 0.30 | 0.03 | 0.32 |
| Sharpe Ratio | NA | -0.23 | -0.26 | -0.66 | -0.22 | NA | NA | … | … | -0.78 | 0.19 | -0.70 | -0.72 | -1.78 | 0.63 | 0.57 | 0.13 | -0.13 | 0.55 | 0.21 | 0.00 | 1.25 |
| Standard Deviation(%) | NA | 0.98 | 1.11 | 1.00 | 0.88 | NA | NA | … | … | 1.08 | 1.15 | 1.13 | 1.11 | 0.82 | 0.35 | 1.33 | 0.57 | 0.48 | 0.42 | 0.40 | 0.44 | 0.41 |
| Draw Down(%) | NA | 0.70 | 0.70 | 1.29 | 1.98 | NA | NA | … | … | 0.70 | 0.70 | 0.40 | 0.90 | 1.16 | 0.19 | 1.98 | 0.10 | 0.10 | 0.16 | 0.25 | 0.18 | 0.10 |
| Yield(%) | 0.00 | 2.40 | 2.79 | 2.07 | 1.51 | 1.05 | 0.79 | … | … | 0.81 | 2.85 | 3.17 | 2.43 | 1.06 | 0.35 | 0.80 | 1.34 | 1.21 | 0.79 | 0.50 | 0.33 | 0.22 |
Data as of 06/11/2026, Common starting date is 05/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMBX (Columbia Ultra Short Municipal Bond Fund Class A) |
0.20%
Oct 2019 – Oct 2022 |
0.63%
Sep 2017 – Sep 2022 |
0.95%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMBX (Columbia Ultra Short Municipal Bond Fund Class A) |
3.23%
Feb 2023 – Feb 2026 |
1.96%
Feb 2021 – Feb 2026 |
1.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
