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Columbia Oregon Intermediate Municipal Bond Fund (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Columbia Oregon Intermediate Municipal Bond Fund (CMBFX)

Mutual Fund · Currency in USD · Last updated May 30, 2025

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities issued by the State of Oregon and its political subdivisions, agencies, authorities and instrumentalities. While it may invest in securities of any maturity, under normal circumstances, the fund's dollar-weighted average maturity will be between three and ten years.

Fund Info

ISIN

US19765P3727

Issuer

Columbia Threadneedle

Inception Date

Jul 1, 1984

Category

Municipal Bonds

Min. Investment

$2,000

Asset Class

Bond

Expense Ratio

CMBFX has an expense ratio of 0.56%, placing it in the medium range.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Columbia Oregon Intermediate Municipal Bond Fund

Performance

Performance Chart

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S&P 500

Returns By Period

Columbia Oregon Intermediate Municipal Bond Fund (CMBFX) returned -0.24% year-to-date (YTD) and 2.35% over the past 12 months. Over the past 10 years, CMBFX returned 1.60% annually, underperforming the S&P 500 benchmark at 10.85%.

CMBFX

YTD

-0.24%

1M

0.47%

6M

-0.69%

1Y

2.35%

3Y*

1.52%

5Y*

0.13%

10Y*

1.60%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of CMBFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.47%0.87%-1.25%-0.41%0.09%-0.24%
2024-0.14%0.01%-0.15%-0.75%-0.41%1.16%0.73%0.64%0.71%-1.09%1.07%-0.82%0.93%
20232.18%-1.97%1.76%-0.33%-0.93%0.80%0.20%-0.84%-1.91%-0.60%4.08%1.76%4.10%
2022-2.30%-0.43%-2.46%-2.03%1.04%-1.03%1.91%-1.78%-2.78%-0.25%3.42%0.19%-6.48%
20210.25%-1.41%0.41%0.65%0.25%0.17%0.65%-0.15%-0.71%-0.15%0.49%0.17%0.60%
20201.41%0.97%-2.14%-0.76%2.80%0.26%1.13%-0.37%0.02%-0.29%0.96%0.36%4.34%
20190.82%0.45%1.05%0.22%1.20%0.45%0.70%1.25%-0.66%0.14%0.05%0.34%6.16%
2018-0.89%-0.36%0.24%-0.35%0.90%0.07%0.24%0.07%-0.51%-0.59%1.12%1.07%1.00%
20170.41%0.55%0.16%0.63%1.21%-0.26%0.56%0.63%-0.42%-0.01%-0.50%0.72%3.74%
20161.03%0.06%0.24%0.62%0.00%1.41%-0.16%0.15%-0.48%-0.71%-3.10%0.83%-0.18%
20151.52%-0.95%0.25%-0.39%-0.23%-0.07%0.65%0.25%0.72%0.25%0.16%0.48%2.64%
20141.49%0.80%-0.13%0.90%0.97%0.01%0.25%0.81%0.01%0.49%0.01%0.32%6.07%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CMBFX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of CMBFX is 4646
Overall Rank
The Sharpe Ratio Rank of CMBFX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of CMBFX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of CMBFX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of CMBFX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of CMBFX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Columbia Oregon Intermediate Municipal Bond Fund (CMBFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Columbia Oregon Intermediate Municipal Bond Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.69
  • 5-Year: 0.05
  • 10-Year: 0.53
  • All Time: 0.85

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Columbia Oregon Intermediate Municipal Bond Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Columbia Oregon Intermediate Municipal Bond Fund provided a 2.44% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The fund has been increasing its distributions for 2 consecutive years.

2.00%2.20%2.40%2.60%2.80%3.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.28$0.28$0.26$0.25$0.26$0.32$0.34$0.37$0.34$0.35$0.37$0.38

Dividend yield

2.44%2.40%2.25%2.15%2.03%2.49%2.70%3.03%2.78%2.88%2.92%2.99%

Monthly Dividends

The table displays the monthly dividend distributions for Columbia Oregon Intermediate Municipal Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.02$0.02$0.03$0.02$0.00$0.09
2024$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.28
2023$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.25
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2020$0.03$0.02$0.03$0.03$0.03$0.02$0.02$0.02$0.02$0.02$0.02$0.06$0.32
2019$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.34
2018$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.05$0.03$0.37
2017$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.34
2016$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.35
2015$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.37
2014$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.38

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Columbia Oregon Intermediate Municipal Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Oregon Intermediate Municipal Bond Fund was 16.38%, occurring on Oct 19, 1987. Recovery took 1089 trading sessions.

The current Columbia Oregon Intermediate Municipal Bond Fund drawdown is 2.32%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.38%Feb 9, 1987181Oct 19, 19871089Dec 20, 19911270
-13.27%Oct 21, 1993283Nov 21, 1994668Jun 12, 1997951
-10.4%Aug 6, 2021308Oct 25, 2022———
-9.5%Mar 10, 20209Mar 20, 202081Jul 16, 202090
-7.01%Sep 12, 200825Oct 16, 200859Jan 12, 200984
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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