Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCABX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS B) | NA | -1.58% | 3.06% | 3.09% | 4.18% | 3.94% | 4.30% | … | … |
Data as of 08/04/2017, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCABX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS B) | 06/21/1996 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | -1.58 | 3.06 | 3.09 | 4.18 | 3.94 | 4.30 | … | … | 3.61 | -0.98 | 3.01 | 11.44 | -3.40 | 9.69 | 11.47 | 1.23 | 12.95 | -7.10 | 1.22 | 4.08 | 3.06 | 3.71 | 4.30 | 7.74 | 2.71 | 16.73 | -5.02 | 5.33 | 8.88 | 6.10 |
| Sharpe Ratio | NA | -0.71 | 1.18 | 1.08 | 1.01 | NA | NA | … | … | 2.68 | -0.42 | 1.33 | 5.31 | -0.88 | 3.85 | 3.28 | 0.29 | 2.96 | -1.12 | -0.55 | 0.30 | 0.26 | 0.55 | 0.69 | 1.55 | 0.11 | 4.01 | -2.83 | 0.53 | 1.40 | 1.94 |
| Standard Deviation(%) | NA | 2.80 | 2.43 | 2.76 | 3.84 | NA | NA | … | … | 2.10 | 2.83 | 2.24 | 2.15 | 3.89 | 2.52 | 3.49 | 3.98 | 4.35 | 7.15 | 3.23 | 2.72 | 3.47 | 5.06 | 5.24 | 4.29 | 3.38 | 3.15 | 2.91 | 3.81 | 3.81 | 4.32 |
| Draw Down(%) | NA | 6.34 | 6.71 | 8.56 | 13.98 | NA | NA | … | … | 0.92 | 6.71 | 2.61 | 1.35 | 8.56 | 2.09 | 3.57 | 8.09 | 4.07 | 13.98 | 3.62 | 2.57 | 3.93 | 8.11 | 8.36 | 5.90 | 4.86 | 3.25 | 7.07 | 3.02 | 2.63 | 1.93 |
| Yield(%) | 0.00 | 2.92 | 3.38 | 3.44 | 3.77 | 3.76 | 4.10 | … | … | 1.20 | 3.52 | 3.57 | 3.89 | 3.89 | 3.35 | 3.66 | 5.16 | 4.14 | 3.45 | 3.78 | 3.60 | 3.66 | 3.25 | 5.28 | 4.14 | 5.16 | 6.31 | 3.98 | 5.20 | 5.29 | 2.70 |
Data as of 08/04/2017, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCABX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS B) |
-0.71%
Dec 2005 – Dec 2008 |
0.91%
Dec 2003 – Dec 2008 |
2.90%
Nov 1998 – Nov 2008 |
3.87%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCABX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS B) |
9.60%
May 2000 – May 2003 |
7.27%
Jan 2000 – Jan 2005 |
5.23%
Aug 1996 – Aug 2006 |
5.30%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart