Columbia Oregon Intermediate Municipal Bond Fund (CMBFX)
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
US19765P3727
Jul 1, 1984
$2,000
Expense Ratio
CMBFX has an expense ratio of 0.56%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Oregon Intermediate Municipal Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Oregon Intermediate Municipal Bond Fund (CMBFX) returned -0.35% year-to-date (YTD) and 1.00% over the past 12 months. Over the past 10 years, CMBFX returned 1.57% annually, underperforming the S&P 500 benchmark at 10.43%.
CMBFX
-0.35%
0.88%
0.14%
1.00%
0.45%
1.57%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.47% | 0.87% | -1.25% | -0.61% | 0.18% | -0.35% | |||||||
| 2024 | -0.14% | 0.01% | -0.15% | -0.75% | -0.41% | 1.16% | 0.73% | 0.64% | 0.71% | -1.08% | 1.06% | -0.82% | 0.93% |
| 2023 | 2.19% | -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% | -6.49% |
| 2021 | 0.25% | -1.41% | 0.41% | 0.65% | 0.26% | 0.17% | 0.65% | -0.15% | -0.71% | -0.15% | 0.49% | 0.17% | 0.60% |
| 2020 | 1.41% | 0.97% | -2.14% | -0.76% | 2.79% | 0.26% | 1.13% | -0.37% | 0.01% | -0.29% | 0.96% | 0.36% | 4.32% |
| 2019 | 0.82% | 0.46% | 1.05% | 0.22% | 1.20% | 0.45% | 0.70% | 1.26% | -0.66% | 0.14% | 0.05% | 0.34% | 6.17% |
| 2018 | -0.89% | -0.36% | 0.24% | -0.34% | 0.90% | 0.06% | 0.24% | 0.07% | -0.51% | -0.59% | 0.88% | 1.07% | 0.75% |
| 2017 | 0.41% | 0.55% | 0.16% | 0.63% | 1.21% | -0.26% | 0.56% | 0.64% | -0.42% | -0.01% | -0.50% | 0.72% | 3.74% |
| 2016 | 1.03% | 0.06% | 0.24% | 0.62% | -0.00% | 1.41% | -0.16% | 0.15% | -0.48% | -0.72% | -3.10% | 0.83% | -0.18% |
| 2015 | 1.52% | -0.95% | 0.25% | -0.39% | -0.23% | -0.07% | 0.65% | 0.25% | 0.72% | 0.25% | 0.16% | 0.49% | 2.64% |
| 2014 | 1.49% | 0.80% | -0.13% | 0.90% | 0.97% | 0.01% | 0.25% | 0.81% | 0.01% | 0.49% | 0.01% | 0.32% | 6.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CMBFX is 42, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
Dividends
Dividend History
Columbia Oregon Intermediate Municipal Bond Fund provided a 2.23% dividend yield over the last twelve months, with an annual payout of $0.26 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.28 | $0.26 | $0.25 | $0.26 | $0.28 | $0.32 | $0.34 | $0.34 | $0.35 | $0.37 | $0.38 |
Dividend yield | 2.23% | 2.40% | 2.25% | 2.15% | 2.03% | 2.22% | 2.57% | 2.82% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.02 | $0.02 | $0.03 | $0.00 | $0.00 | $0.07 | |||||||
| 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 | $0.02 | $0.28 |
| 2019 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.32 |
| 2018 | $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 |
| 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.
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 2.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.38% | Feb 9, 1987 | 181 | Oct 19, 1987 | 1089 | Dec 20, 1991 | 1270 |
| -13.27% | Oct 21, 1993 | 283 | Nov 21, 1994 | 670 | Jun 16, 1997 | 953 |
| -10.41% | Aug 6, 2021 | 308 | Oct 25, 2022 | — | — | — |
| -9.5% | Mar 10, 2020 | 9 | Mar 20, 2020 | 81 | Jul 16, 2020 | 90 |
| -7.01% | Sep 12, 2008 | 25 | Oct 16, 2008 | 59 | Jan 12, 2009 | 84 |
Volatility
Volatility Chart
The current Columbia Oregon Intermediate Municipal Bond Fund volatility is 1.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.