Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CATRX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R4) | NA | 10.81% | -0.65% | 1.20% | 2.80% | NA | NA | 3.13% |
Data as of 11/25/2024, AR inception is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATRX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R4) | 03/21/2013 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 10.81 | -0.65 | 1.20 | 2.80 | NA | NA | 3.13 | 4.71 | 8.54 | -14.15 | 2.85 | 4.91 | 9.14 | 0.42 | 7.63 | 0.34 | 4.23 | 12.55 | -3.97 |
| Sharpe Ratio | NA | 0.87 | -0.80 | -0.19 | 0.25 | NA | NA | 0.34 | -0.37 | 0.71 | -2.45 | 1.49 | 0.47 | 2.93 | -0.37 | 2.63 | 0.04 | 1.60 | 5.02 | -1.21 |
| Standard Deviation(%) | NA | 4.88 | 5.73 | 6.37 | 4.90 | NA | NA | 4.71 | 4.66 | 6.09 | 6.38 | 1.90 | 10.01 | 2.64 | 2.46 | 2.67 | 3.13 | 2.63 | 2.50 | 4.21 |
| Draw Down(%) | NA | 3.04 | 19.80 | 20.33 | 20.33 | NA | NA | 20.33 | 3.04 | 9.34 | 19.80 | 2.48 | 14.75 | 1.68 | 2.39 | 1.01 | 6.33 | 2.38 | 1.10 | 8.13 |
| Yield(%) | 0.00 | 4.29 | 3.19 | 10.50 | 7.31 | 5.29 | 3.97 | 7.22 | 3.44 | 3.75 | 2.69 | 2.70 | 4.49 | 3.66 | 3.60 | 4.18 | 3.86 | 4.60 | 4.68 | 3.16 |
Data as of 11/25/2024, AR inception is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATRX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R4) |
-4.29%
Oct 2020 - Oct 2023 |
-0.61%
Oct 2017 - Oct 2022 |
2.09%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATRX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS R4) |
8.36%
Aug 2013 - Aug 2016 |
5.46%
Aug 2013 - Aug 2018 |
3.39%
Dec 2013 - Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart