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
SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS Z) NA 5.47% 3.39% 0.64% 1.51% 2.22% 2.85%
Data as of 06/15/2026, Common starting date is 06/29/1993
More Performance Analytics Comparison
Name Start Date End Date
SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS Z) 06/29/1993 06/15/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 5.47 3.39 0.64 1.51 2.22 2.85
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(%) 2.88 2.79 2.38 2.57 2.82 3.15
Data as of 06/15/2026, Common starting date is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS Z) -2.24%
Oct 2019 – Oct 2022
-0.01%
Oct 2017 – Oct 2022
0.92%
Oct 2012 – Oct 2022
1.96%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEMAX (COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE MASSACHUSETTS INTERMEDIATE MUNI BOND FUND CLASS Z) 8.87%
Nov 1994 – Nov 1997
6.42%
Nov 1994 – Nov 1999
4.75%
Nov 1994 – Nov 2004
4.50%
Nov 1994 – Nov 2009
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return