Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMPX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS A) | 1.63% | 7.62% | 4.20% | -0.10% | 1.66% | 3.36% | 3.42% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMPX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS A) | 06/21/1996 | 06/03/2026 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 7.62 | 4.20 | -0.10 | 1.66 | 3.36 | 3.42 | … | … | 1.63 | 2.76 | 3.46 | 6.80 | -13.84 | 1.70 | 5.40 | 7.82 | 0.33 | 5.95 | -0.24 | 3.64 | 12.54 | -2.82 | 10.53 | 12.31 | 1.90 | 13.82 | -6.42 | 1.94 | 2.40 | 3.91 | 4.53 | 5.11 | 8.59 | 3.54 | 15.30 | -4.29 | 6.16 | 9.62 | 6.60 |
| Sharpe Ratio | NA | 1.31 | 0.26 | -0.48 | 0.01 | NA | NA | … | … | 0.25 | -0.02 | -0.04 | 0.53 | -2.34 | 0.95 | 0.52 | 2.83 | -0.55 | 2.23 | -0.16 | 1.56 | 5.73 | -0.73 | 4.07 | 3.46 | 0.45 | 3.12 | -1.02 | -0.37 | -0.39 | 0.47 | 0.69 | 0.83 | 1.71 | 0.32 | 3.73 | -2.59 | 0.69 | 1.52 | 2.09 |
| Standard Deviation(%) | NA | 3.38 | 5.57 | 5.47 | 5.19 | NA | NA | … | … | 3.79 | 6.57 | 4.55 | 5.93 | 6.56 | 1.76 | 9.82 | 2.24 | 1.93 | 2.39 | 2.91 | 2.30 | 2.19 | 3.93 | 2.60 | 3.55 | 4.04 | 4.40 | 7.19 | 3.30 | 2.64 | 3.55 | 5.13 | 5.30 | 4.36 | 3.47 | 2.97 | 2.95 | 3.91 | 3.89 | 4.43 |
| Draw Down(%) | NA | 3.22 | 8.26 | 20.65 | 20.65 | NA | NA | … | … | 3.22 | 6.86 | 3.23 | 10.17 | 19.71 | 2.46 | 13.89 | 1.65 | 1.88 | 1.29 | 6.42 | 2.36 | 1.29 | 8.32 | 2.21 | 3.57 | 7.93 | 4.00 | 13.51 | 3.34 | 3.38 | 3.87 | 7.99 | 8.24 | 5.90 | 4.80 | 3.35 | 6.56 | 2.84 | 2.51 | 1.86 |
| Yield(%) | 0.00 | 3.38 | 3.49 | 2.78 | 7.79 | 7.39 | 6.36 | … | … | 1.16 | 3.57 | 3.48 | 3.52 | 2.74 | 2.32 | 5.78 | 4.23 | 3.67 | 4.14 | 4.26 | 4.29 | 4.66 | 4.61 | 4.15 | 4.43 | 5.84 | 4.96 | 4.14 | 4.49 | 2.00 | 4.49 | 4.03 | 6.06 | 4.94 | 5.96 | 5.02 | 4.73 | 5.98 | 5.98 | 3.19 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CLMPX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS A) |
-5.22%
Oct 2020 – Oct 2023 |
-1.07%
Oct 2017 – Oct 2022 |
1.27%
Oct 2012 – Oct 2022 |
2.77%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMPX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS A) |
10.02%
May 2000 – May 2003 |
7.72%
Jan 2000 – Jan 2005 |
5.69%
Jan 2011 – Jan 2021 |
5.81%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart