Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADNX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R5) | 1.85% | 7.98% | 4.46% | 0.40% | 2.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADNX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME 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 (%) | 0.48 | 7.98 | 4.46 | 0.40 | 2.41 | NA | NA | … | … | 1.85 | 2.80 | 4.06 | 8.49 | -14.15 | 2.93 | 6.10 | 8.87 | 0.42 | 7.60 | 0.41 | 4.23 | 11.14 | -0.26 |
| Sharpe Ratio | NA | 1.43 | 0.30 | -0.38 | 0.14 | NA | NA | … | … | 0.38 | -0.01 | 0.09 | 0.80 | -2.45 | 1.59 | 0.57 | 2.83 | -0.39 | 2.56 | 0.06 | 1.48 | 4.52 | -2.73 |
| Standard Deviation(%) | NA | 3.50 | 5.94 | 5.65 | 5.41 | NA | NA | … | … | 3.60 | 7.23 | 4.77 | 6.05 | 6.39 | 1.83 | 10.16 | 2.62 | 2.48 | 2.72 | 2.99 | 2.85 | 2.46 | 2.37 |
| Draw Down(%) | NA | 3.12 | 8.87 | 20.36 | 20.36 | NA | NA | … | … | 3.12 | 7.77 | 3.32 | 9.26 | 19.85 | 2.45 | 14.99 | 1.68 | 2.39 | 1.23 | 6.04 | 2.62 | 1.10 | 0.26 |
| Yield(%) | 0.00 | 3.85 | 3.93 | 3.11 | 8.80 | 7.04 | 5.28 | … | … | 1.36 | 3.95 | 4.10 | 3.77 | 2.70 | 2.72 | 6.05 | 3.66 | 3.60 | 4.16 | 4.18 | 4.60 | 3.14 | 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 |
|---|---|---|---|---|
| CADNX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R5) |
-4.27%
Oct 2020 – Oct 2023 |
-0.42%
Oct 2017 – Oct 2022 |
2.25%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADNX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R5) |
7.20%
Oct 2022 – Oct 2025 |
5.27%
Nov 2016 – Nov 2021 |
3.15%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart