Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADMX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R5) | 2.11% | 8.20% | 4.30% | 0.68% | 2.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADMX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R5) | 12/16/2013 | 06/04/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 8.20 | 4.30 | 0.68 | 2.12 | NA | NA | … | … | 2.11 | 2.72 | 3.72 | 7.27 | -12.15 | 3.17 | 3.66 | 8.07 | 0.76 | 6.45 | -0.37 | 3.91 | 9.50 | -0.23 |
| Sharpe Ratio | NA | 1.44 | 0.27 | -0.36 | 0.10 | NA | NA | … | … | 0.53 | -0.02 | 0.02 | 0.67 | -2.44 | 1.80 | 0.36 | 2.92 | -0.31 | 2.49 | -0.21 | 1.72 | 5.13 | -6.91 |
| Standard Deviation(%) | NA | 3.66 | 5.61 | 5.22 | 4.99 | NA | NA | … | … | 3.95 | 6.92 | 4.48 | 5.41 | 5.59 | 1.75 | 9.46 | 2.26 | 2.04 | 2.34 | 2.84 | 2.25 | 1.85 | 0.81 |
| Draw Down(%) | NA | 3.19 | 8.03 | 17.65 | 17.65 | NA | NA | … | … | 3.19 | 7.37 | 3.13 | 8.19 | 17.45 | 2.18 | 14.36 | 1.66 | 1.85 | 1.24 | 6.03 | 2.16 | 1.04 | 0.30 |
| Yield(%) | 0.00 | 3.73 | 3.80 | 3.23 | 3.51 | 3.13 | 2.35 | … | … | 1.32 | 3.84 | 3.89 | 3.75 | 3.01 | 3.42 | 3.47 | 4.68 | 4.22 | 4.17 | 4.23 | 4.37 | 3.16 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADMX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R5) |
-3.65%
Oct 2019 – Oct 2022 |
-0.39%
Oct 2017 – Oct 2022 |
1.85%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADMX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R5) |
6.48%
Oct 2022 – Oct 2025 |
4.49%
Nov 2016 – Nov 2021 |
2.68%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart