Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCARX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R4) | NA | 10.41% | -1.14% | 0.70% | 2.25% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCARX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R4) | 03/21/2013 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 10.41 | -1.14 | 0.70 | 2.25 | NA | NA | … | … | 4.37 | 7.01 | -13.65 | 1.87 | 4.68 | 8.24 | 0.60 | 6.09 | -0.17 | 3.93 | 12.62 | -2.93 |
| Sharpe Ratio | NA | 0.81 | -0.89 | -0.28 | 0.15 | NA | NA | … | … | -0.48 | 0.47 | -2.29 | 1.03 | 0.46 | 2.96 | -0.36 | 2.24 | -0.13 | 1.59 | 5.65 | -0.87 |
| Standard Deviation(%) | NA | 4.75 | 5.71 | 6.25 | 4.75 | NA | NA | … | … | 4.46 | 5.95 | 6.59 | 1.79 | 9.70 | 2.31 | 2.02 | 2.45 | 2.92 | 2.45 | 2.23 | 4.34 |
| Draw Down(%) | NA | 2.95 | 19.68 | 20.48 | 20.48 | NA | NA | … | … | 2.95 | 10.04 | 19.57 | 2.42 | 14.00 | 1.78 | 1.94 | 1.29 | 6.63 | 2.28 | 1.39 | 8.11 |
| Yield(%) | 0.00 | 3.87 | 3.02 | 10.22 | 7.05 | 5.19 | 3.89 | … | … | 3.05 | 3.71 | 2.92 | 2.52 | 4.64 | 4.50 | 3.93 | 4.41 | 4.20 | 4.58 | 4.88 | 3.86 |
Data as of 11/25/2024, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCARX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R4) |
-5.04%
Oct 2020 – Oct 2023 |
-1.00%
Oct 2017 – Oct 2022 |
1.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCARX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R4) |
8.47%
Aug 2013 – Aug 2016 |
5.18%
Aug 2013 – Aug 2018 |
2.89%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart