Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNYEX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS R4) | NA | 9.52% | -0.91% | 1.05% | 2.40% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNYEX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK 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 (%) | 0.23 | 9.52 | -0.91 | 1.05 | 2.40 | NA | NA | … | … | 3.85 | 8.31 | -13.99 | 3.42 | 4.63 | 8.05 | 0.31 | 5.48 | 0.27 | 4.10 | 10.56 | -3.78 |
| Sharpe Ratio | NA | 0.62 | -0.90 | -0.23 | 0.18 | NA | NA | … | … | -0.59 | 0.74 | -2.59 | 1.95 | 0.45 | 2.94 | -0.53 | 2.11 | 0.02 | 1.79 | 4.68 | -1.22 |
| Standard Deviation(%) | NA | 4.77 | 5.37 | 6.11 | 4.64 | NA | NA | … | … | 4.61 | 5.56 | 5.96 | 1.75 | 9.81 | 2.26 | 1.89 | 2.31 | 2.96 | 2.28 | 2.25 | 3.95 |
| Draw Down(%) | NA | 3.21 | 19.26 | 19.57 | 19.57 | NA | NA | … | … | 3.21 | 8.03 | 19.26 | 2.25 | 13.44 | 1.70 | 2.01 | 1.20 | 6.42 | 2.30 | 1.53 | 8.00 |
| Yield(%) | 0.00 | 3.90 | 3.26 | 11.36 | 7.48 | 5.32 | 3.99 | … | … | 3.12 | 3.75 | 2.80 | 3.38 | 7.04 | 4.21 | 3.37 | 3.63 | 3.25 | 4.01 | 4.05 | 3.45 |
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 |
|---|---|---|---|---|
| CNYEX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS R4) |
-4.07%
Oct 2019 – Oct 2022 |
-0.81%
Oct 2017 – Oct 2022 |
1.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNYEX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS R4) |
7.48%
Aug 2013 – Aug 2016 |
4.52%
Nov 2016 – Nov 2021 |
2.89%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart