Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLONX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS R4) | NA | 8.68% | -1.19% | 0.54% | 2.05% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLONX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA 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 (%) | 0.25 | 8.68 | -1.19 | 0.54 | 2.05 | NA | NA | … | … | 3.56 | 5.30 | -12.01 | 1.91 | 4.40 | 7.72 | 0.53 | 5.42 | 0.12 | 3.82 | 9.91 | -2.76 |
| Sharpe Ratio | NA | 0.50 | -1.02 | -0.32 | 0.11 | NA | NA | … | … | -0.73 | 0.20 | -2.39 | 1.15 | 0.42 | 2.93 | -0.37 | 1.97 | -0.03 | 1.77 | 4.77 | -1.01 |
| Standard Deviation(%) | NA | 4.31 | 4.99 | 5.90 | 4.49 | NA | NA | … | … | 4.15 | 5.17 | 5.62 | 1.64 | 9.81 | 2.15 | 2.15 | 2.44 | 2.75 | 2.14 | 2.08 | 3.50 |
| Draw Down(%) | NA | 3.00 | 17.53 | 17.70 | 17.70 | NA | NA | … | … | 3.00 | 9.23 | 17.53 | 2.06 | 13.54 | 1.60 | 1.97 | 1.27 | 5.73 | 1.59 | 1.29 | 6.88 |
| Yield(%) | 0.00 | 3.52 | 2.79 | 9.35 | 6.40 | 4.64 | 3.48 | … | … | 2.82 | 3.27 | 2.56 | 2.45 | 4.50 | 3.13 | 3.23 | 3.67 | 3.23 | 3.73 | 4.07 | 3.15 |
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 |
|---|---|---|---|---|
| CLONX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS R4) |
-4.57%
Oct 2020 – Oct 2023 |
-0.71%
Oct 2017 – Oct 2022 |
1.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLONX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS R4) |
6.92%
Aug 2013 – Aug 2016 |
4.31%
Aug 2013 – Aug 2018 |
2.54%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart