Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) | 2.20% | 8.33% | 4.56% | 0.39% | 2.36% | 3.78% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) | 09/29/2010 | 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 8.33 | 4.56 | 0.39 | 2.36 | 3.78 | NA | … | … | 2.20 | 2.78 | 4.04 | 8.46 | -14.10 | 2.48 | 6.09 | 8.87 | 0.42 | 7.61 | 0.34 | 4.23 | 12.55 | -3.43 | 10.76 | 9.10 | -6.44 |
| Sharpe Ratio | NA | 1.51 | 0.31 | -0.38 | 0.14 | NA | NA | … | … | 0.60 | -0.01 | 0.09 | 0.80 | -2.44 | 1.27 | 0.58 | 2.77 | -0.39 | 2.56 | 0.04 | 1.66 | 5.12 | -0.90 | 3.96 | 2.59 | -4.11 |
| Standard Deviation(%) | NA | 3.55 | 5.94 | 5.66 | 5.40 | NA | NA | … | … | 3.73 | 7.20 | 4.78 | 6.08 | 6.39 | 1.93 | 10.05 | 2.67 | 2.46 | 2.72 | 3.17 | 2.54 | 2.45 | 3.84 | 2.72 | 3.50 | 5.56 |
| Draw Down(%) | NA | 3.12 | 8.88 | 20.63 | 20.63 | NA | NA | … | … | 3.12 | 7.77 | 3.32 | 9.28 | 19.81 | 2.47 | 14.75 | 1.68 | 2.39 | 1.23 | 6.33 | 2.38 | 1.10 | 8.22 | 1.91 | 3.31 | 7.47 |
| Yield(%) | 0.00 | 3.83 | 3.91 | 3.03 | 8.59 | 7.92 | 5.70 | … | … | 1.35 | 3.94 | 4.09 | 3.74 | 2.69 | 2.34 | 6.03 | 3.66 | 3.60 | 4.16 | 3.86 | 4.60 | 4.70 | 4.20 | 4.65 | 2.42 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) |
-4.38%
Oct 2020 – Oct 2023 |
-0.51%
Oct 2017 – Oct 2022 |
1.70%
Oct 2012 – Oct 2022 |
3.40%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) |
8.45%
Aug 2013 – Aug 2016 |
7.12%
Jun 2011 – Jun 2016 |
5.82%
Jan 2011 – Jan 2021 |
4.00%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart