Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADOX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS R5) | 1.71% | 8.82% | 4.21% | 0.42% | 1.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADOX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA 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 | 8.82 | 4.21 | 0.42 | 1.91 | NA | NA | … | … | 1.71 | 4.37 | 3.00 | 5.30 | -12.02 | 1.90 | 5.21 | 7.72 | 0.53 | 5.42 | 0.37 | 3.65 | 8.66 | -0.19 |
| Sharpe Ratio | NA | 1.78 | 0.26 | -0.42 | 0.06 | NA | NA | … | … | 0.29 | 0.22 | -0.14 | 0.32 | -2.41 | 1.16 | 0.51 | 2.79 | -0.38 | 1.97 | 0.05 | 1.72 | 4.13 | -4.95 |
| Standard Deviation(%) | NA | 3.37 | 5.41 | 5.08 | 4.96 | NA | NA | … | … | 3.80 | 6.68 | 4.30 | 5.20 | 5.61 | 1.62 | 9.67 | 2.24 | 2.24 | 2.43 | 2.83 | 2.11 | 2.10 | 0.95 |
| Draw Down(%) | NA | 3.59 | 7.85 | 17.72 | 17.72 | NA | NA | … | … | 3.59 | 7.27 | 3.09 | 9.24 | 17.55 | 2.06 | 13.54 | 1.60 | 1.98 | 1.27 | 5.67 | 1.59 | 1.11 | 0.19 |
| Yield(%) | 0.00 | 3.21 | 3.31 | 2.73 | 7.62 | 5.99 | 4.49 | … | … | 1.09 | 3.40 | 3.40 | 3.27 | 2.56 | 2.45 | 6.01 | 3.13 | 3.22 | 3.67 | 3.48 | 3.75 | 2.71 | 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 |
|---|---|---|---|---|
| CADOX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS R5) |
-4.57%
Oct 2020 – Oct 2023 |
-0.53%
Oct 2017 – Oct 2022 |
1.61%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADOX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS R5) |
6.01%
Oct 2022 – Oct 2025 |
4.30%
Nov 2016 – Nov 2021 |
2.34%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart