Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAOX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS C) | 1.57% | 6.91% | 3.73% | -0.59% | 1.08% | 2.82% | 2.96% | … | … |
Data as of 06/04/2026, Common starting date is 08/01/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAOX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS C) | 08/01/1997 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 6.91 | 3.73 | -0.59 | 1.08 | 2.82 | 2.96 | … | … | 1.57 | 2.24 | 2.94 | 6.26 | -14.27 | 1.19 | 4.79 | 7.34 | -0.13 | 4.28 | -0.55 | 3.19 | 11.91 | -3.11 | 9.89 | 11.94 | 1.82 | 13.28 | -6.85 | 1.51 | 4.41 | 3.35 | 4.04 | 4.63 | 8.05 | 3.04 | 14.94 | -5.07 | 4.29 | 2.91 |
| Sharpe Ratio | NA | 1.17 | 0.16 | -0.58 | -0.11 | NA | NA | … | … | 0.14 | -0.10 | -0.15 | 0.45 | -2.42 | 0.68 | 0.46 | 2.65 | -0.80 | 1.51 | -0.26 | 1.37 | 5.72 | -0.81 | 3.92 | 3.36 | 0.43 | 3.02 | -1.09 | -0.50 | 0.36 | 0.31 | 0.60 | 0.74 | 1.60 | 0.17 | 3.66 | -2.21 | 0.23 | 0.92 |
| Standard Deviation(%) | NA | 3.35 | 5.55 | 5.44 | 5.17 | NA | NA | … | … | 3.76 | 6.55 | 4.52 | 5.90 | 6.52 | 1.71 | 9.79 | 2.21 | 1.90 | 2.40 | 2.89 | 2.31 | 2.08 | 3.89 | 2.53 | 3.54 | 4.02 | 4.37 | 7.17 | 3.26 | 2.76 | 3.50 | 5.09 | 5.26 | 4.31 | 3.42 | 2.93 | 3.81 | 3.62 | 3.80 |
| Draw Down(%) | NA | 3.26 | 8.38 | 21.12 | 21.12 | NA | NA | … | … | 3.26 | 6.90 | 3.23 | 10.47 | 20.01 | 2.54 | 13.89 | 1.78 | 2.08 | 1.29 | 6.60 | 2.51 | 1.33 | 8.34 | 2.08 | 3.57 | 8.04 | 4.04 | 13.80 | 3.51 | 2.49 | 3.91 | 8.06 | 8.31 | 5.90 | 4.84 | 3.39 | 7.74 | 2.94 | 1.57 |
| Yield(%) | 0.00 | 2.90 | 3.00 | 2.35 | 6.62 | 6.36 | 5.59 | … | … | 1.00 | 3.08 | 2.98 | 3.01 | 2.30 | 1.82 | 4.68 | 3.77 | 3.22 | 3.68 | 3.82 | 3.87 | 4.20 | 4.18 | 3.67 | 3.96 | 5.76 | 4.46 | 3.70 | 4.07 | 3.92 | 3.95 | 3.56 | 5.59 | 4.43 | 5.48 | 4.69 | 3.93 | 4.21 | 2.22 |
Data as of 06/04/2026, Common starting date is 08/01/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAOX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS C) |
-5.70%
Oct 2020 – Oct 2023 |
-1.57%
Oct 2017 – Oct 2022 |
0.70%
Oct 2012 – Oct 2022 |
2.21%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAOX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS C) |
9.50%
May 2000 – May 2003 |
7.22%
Jan 2000 – Jan 2005 |
5.15%
Jun 2006 – Jun 2016 |
5.51%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart