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IMNTX: COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS A (MUTUAL FUND)
Basic Info 18.86 0.05(0.26%) July 11
| Asset Class: | Muni Minnesota |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 12/30/1986 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 2.88% |
| Expenses | 0.52% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -2.3 | -1.2 | 1.0 | -0.5 | 1.4 | 2.5 | 2.9 | 4.3 | 2.7 | 5.0 | -12.2 | 1.5 | 5.0 | 7.2 | 0.3 | 5.4 | -0.1 | 3.5 | 9.6 | -2.6 | 7.8 | 11.0 | 1.2 | 15.9 | -4.6 | 1.7 | 4.3 | 2.5 | 2.4 | 4.8 | 7.7 | 4.9 | 10.0 | -3.7 | 5.9 | 8.4 | 3.5 | 14.9 | -4.4 | 11.5 | 8.5 | 10.8 | 5.4 | 10.8 | 9.3 | -1.9 | 0.4 |
| Sharpe Ratio | NA | -0.77 | -0.52 | -0.33 | -0.5 | 0.01 | NA | NA | 0.54 | -0.91 | 0.15 | -2.43 | 0.9 | 0.48 | 2.66 | -0.48 | 1.98 | -0.1 | 1.58 | 4.66 | -0.81 | 3.4 | 3.53 | 0.32 | 4.07 | -0.88 | -0.48 | 0.43 | 0.13 | 0.42 | 1.08 | 2.06 | 1.15 | 2.12 | -2.55 | 0.95 | 1.7 | 0.01 | 2.68 | -1.27 | 3.34 | 2.03 | 2.66 | 0.04 | 1.44 | 1.27 | -0.96 | NA |
| Draw Down(%) | NA | 7.2 | 7.9 | 10.3 | 18.1 | 18.1 | NA | NA | 18.1 | 3.1 | 9.4 | 17.7 | 2.1 | 13.5 | 1.6 | 2.1 | 1.3 | 5.6 | 1.8 | 1.1 | 7.0 | 1.6 | 3.1 | 6.3 | 2.3 | 11.4 | 2.3 | 1.4 | 2.3 | 5.5 | 4.9 | 3.9 | 1.9 | 2.9 | 5.4 | 1.3 | 1.7 | 4.9 | 2.5 | 10.6 | 1.8 | 2.8 | 1.1 | 3.2 | 2.4 | 2.2 | 13.0 | 0.0 |
| Standard Deviation(%) | NA | 8.9 | 7.1 | 5.7 | 4.9 | 4.9 | NA | NA | 4.0 | 4.3 | 5.1 | 5.6 | 1.6 | 9.8 | 2.2 | 2.1 | 2.4 | 2.7 | 2.2 | 2.1 | 3.3 | 2.3 | 3.1 | 3.5 | 3.9 | 6.2 | 2.6 | 2.4 | 2.6 | 3.6 | 3.8 | 3.2 | 2.3 | 2.8 | 2.7 | 2.7 | 2.9 | 4.9 | 4.1 | 5.7 | 2.8 | 3.0 | 2.7 | 3.3 | 3.6 | 3.6 | 6.2 | 0.0 |
| Treynor Ratio | NA | -0.04 | -0.02 | -0.01 | -0.02 | 0.0 | NA | NA | 0.02 | -0.03 | 0.01 | -0.09 | 0.01 | 0.03 | 0.05 | -0.01 | 0.05 | 0.0 | 0.04 | 0.11 | -0.03 | 0.08 | 0.1 | 0.01 | 0.18 | -0.05 | -0.02 | 0.02 | 0.01 | 0.02 | 0.04 | 0.09 | 0.06 | 0.1 | -0.13 | 0.04 | 0.09 | 0.0 | 0.12 | -0.07 | 0.19 | 0.17 | 0.32 | 0.0 | 0.06 | 0.08 | -0.12 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | NA |
| Beta | NA | 1.71 | 1.64 | 1.57 | 1.52 | 1.38 | NA | NA | 0.95 | 1.46 | 1.5 | 1.49 | 1.04 | 1.39 | 1.07 | 1.07 | 0.99 | 0.95 | 0.92 | 0.88 | 1.03 | 0.97 | 1.13 | 1.18 | 0.9 | 1.1 | 0.72 | 0.64 | 0.66 | 0.81 | 0.95 | 0.75 | 0.41 | 0.62 | 0.56 | 0.6 | 0.55 | 1.02 | 0.91 | 1.09 | 0.49 | 0.36 | 0.22 | 0.38 | 0.84 | 0.57 | 0.5 | NA |
| RSquared | NA | 0.97 | 0.96 | 0.94 | 0.93 | 0.91 | NA | NA | 0.58 | 0.93 | 0.94 | 0.93 | 0.84 | 0.97 | 0.67 | 0.7 | 0.74 | 0.8 | 0.62 | 0.59 | 0.85 | 0.76 | 0.74 | 0.78 | 0.54 | 0.82 | 0.38 | 0.34 | 0.35 | 0.64 | 0.56 | 0.47 | 0.21 | 0.24 | 0.22 | 0.29 | 0.22 | 0.57 | 0.53 | 0.65 | 0.26 | 0.11 | 0.05 | 0.14 | 0.54 | 0.26 | 0.22 | 0.0 |
| Yield(%) | N/A | 1.3 | 2.9 | 2.9 | 9.6 | 6.4 | 5.8 | 5.3 | N/A | 3.2 | 3.0 | 2.3 | 2.0 | 5.2 | 2.8 | 3.0 | 3.4 | 3.2 | 3.4 | 3.8 | 3.8 | 4.0 | 4.9 | 3.8 | 4.7 | 4.1 | 3.8 | 3.6 | 3.8 | 2.6 | 3.6 | 4.6 | 5.2 | 5.7 | 5.3 | 5.6 | 5.7 | 5.6 | 6.2 | 5.6 | 5.9 | 6.3 | 6.7 | 6.5 | 6.8 | 6.9 | 6.1 | 0.4 |
| Dividend Growth(%) | N/A | -58.9 | -8.1 | 62.5 | 217.4 | 67.0 | 29.0 | N/A | N/A | 5.8 | 11.2 | 14.1 | 58.2 | 92.9 | -7.6 | -11.3 | 2.7 | -6.2 | -4.0 | -6.1 | -1.4 | -14.3 | 27.3 | -11.2 | 5.7 | 5.5 | 5.3 | -5.9 | 45.3 | -26.1 | -21.0 | -10.9 | -4.6 | -1.8 | -5.3 | -0.3 | 0.3 | -2.0 | -1.3 | 0.6 | -4.3 | -2.4 | 0.6 | -0.9 | 0.3 | 5.1 | 1269.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1986
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