Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNYZX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS Z) | 1.89% | 7.94% | 4.07% | 0.05% | 1.83% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNYZX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS Z) | 09/06/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 7.94 | 4.07 | 0.05 | 1.83 | NA | NA | … | … | 1.89 | 2.36 | 3.11 | 8.30 | -13.98 | 2.64 | 4.95 | 8.04 | 0.46 | 5.48 | 0.15 | 4.24 | 10.40 | -3.53 | 8.85 | 2.46 |
| Sharpe Ratio | NA | 1.49 | 0.14 | -0.46 | 0.03 | NA | NA | … | … | 0.53 | -0.08 | -0.11 | 0.85 | -2.60 | 1.36 | 0.48 | 2.84 | -0.47 | 2.14 | -0.02 | 1.77 | 4.67 | -0.98 | 3.48 | 2.75 |
| Standard Deviation(%) | NA | 3.56 | 5.64 | 5.37 | 5.14 | NA | NA | … | … | 3.73 | 6.86 | 4.78 | 5.54 | 5.96 | 1.92 | 9.83 | 2.31 | 1.97 | 2.26 | 2.92 | 2.37 | 2.22 | 3.65 | 2.55 | 2.86 |
| Draw Down(%) | NA | 2.91 | 8.39 | 20.16 | 20.16 | NA | NA | … | … | 2.91 | 7.28 | 3.53 | 8.02 | 19.25 | 2.24 | 13.44 | 1.70 | 1.86 | 1.34 | 6.28 | 2.22 | 1.40 | 8.00 | 2.29 | 1.76 |
| Yield(%) | 0.00 | 3.75 | 3.75 | 2.98 | 8.29 | 7.14 | 5.36 | … | … | 1.29 | 3.87 | 3.73 | 3.75 | 2.80 | 2.61 | 6.33 | 4.21 | 3.38 | 3.63 | 3.26 | 4.00 | 4.05 | 4.32 | 4.55 | 1.21 |
Data as of 06/05/2026, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNYZX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS Z) |
-4.23%
Oct 2020 – Oct 2023 |
-0.90%
Oct 2017 – Oct 2022 |
1.11%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNYZX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS Z) |
7.52%
Aug 2013 – Aug 2016 |
4.99%
Oct 2011 – Oct 2016 |
4.35%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart