Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATYX (Columbia Strategic Municipal Income Clas) | 2.21% | 8.45% | 4.64% | 0.53% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATYX (Columbia Strategic Municipal Income Clas) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 8.45 | 4.64 | 0.53 | NA | NA | NA | … | … | 2.21 | -0.04 | 4.03 | 8.59 | -14.09 | 2.98 | 5.23 | 8.91 | 0.52 | 4.97 |
| Sharpe Ratio | NA | 1.45 | 0.32 | -0.35 | NA | NA | NA | … | … | 0.53 | -0.41 | 0.08 | 0.82 | -2.44 | 1.54 | 0.48 | 2.90 | -0.35 | 2.07 |
| Standard Deviation(%) | NA | 3.68 | 5.96 | 5.68 | NA | NA | NA | … | … | 3.98 | 7.18 | 4.78 | 6.07 | 6.38 | 1.92 | 10.25 | 2.56 | 2.49 | 2.55 |
| Draw Down(%) | NA | 3.12 | 8.85 | 20.31 | NA | NA | NA | … | … | 3.12 | 7.75 | 3.31 | 9.23 | 19.80 | 2.46 | 14.95 | 1.67 | 2.58 | 1.23 |
| Yield(%) | 0.00 | 3.88 | 3.97 | 3.15 | 8.76 | 5.84 | 4.38 | … | … | 1.38 | 3.99 | 4.15 | 3.80 | 2.74 | 2.77 | 5.20 | 3.72 | 3.68 | 1.90 |
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATYX (Columbia Strategic Municipal Income Clas) |
-4.22%
Oct 2020 – Oct 2023 |
-0.49%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATYX (Columbia Strategic Municipal Income Clas) |
7.24%
Oct 2022 – Oct 2025 |
1.94%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart