Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCXYX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Y) | 1.82% | 7.64% | 4.50% | 0.21% | 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 |
|---|---|---|
| CCXYX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Y) | 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 (%) | 0.52 | 7.64 | 4.50 | 0.21 | NA | NA | NA | … | … | 1.82 | 2.99 | 3.77 | 7.05 | -13.58 | 2.20 | 6.27 | 8.14 | 0.68 | 3.72 |
| Sharpe Ratio | NA | 1.39 | 0.31 | -0.42 | NA | NA | NA | … | … | 0.33 | 0.02 | 0.03 | 0.58 | -2.30 | 1.24 | 0.61 | 2.86 | -0.35 | 1.69 |
| Standard Deviation(%) | NA | 3.42 | 5.58 | 5.47 | NA | NA | NA | … | … | 3.82 | 6.55 | 4.57 | 5.95 | 6.54 | 1.76 | 9.89 | 2.33 | 2.01 | 2.23 |
| Draw Down(%) | NA | 3.24 | 8.18 | 20.19 | NA | NA | NA | … | … | 3.24 | 6.83 | 3.25 | 10.02 | 19.52 | 2.40 | 14.05 | 1.77 | 1.90 | 1.28 |
| Yield(%) | 0.00 | 3.61 | 3.74 | 3.05 | 8.70 | 5.80 | 4.35 | … | … | 1.24 | 3.82 | 3.74 | 3.77 | 2.97 | 2.84 | 7.96 | 4.55 | 4.00 | 2.13 |
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 |
|---|---|---|---|---|
| CCXYX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Y) |
-4.77%
Oct 2020 – Oct 2023 |
-0.63%
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 |
|---|---|---|---|---|
| CCXYX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Y) |
6.75%
Oct 2022 – Oct 2025 |
1.68%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart