Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLCX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS C) | 1.83% | 7.48% | 3.47% | -0.23% | 1.08% | 2.43% | 2.67% | … | … |
Data as of 06/04/2026, Common starting date is 08/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLCX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS C) | 08/28/1997 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 7.48 | 3.47 | -0.23 | 1.08 | 2.43 | 2.67 | … | … | 1.83 | 1.97 | 2.88 | 6.39 | -12.95 | 1.86 | 2.37 | 7.15 | -0.11 | 4.48 | -1.20 | 2.89 | 10.48 | -3.96 | 8.42 | 11.22 | 1.23 | 14.12 | -7.75 | 1.59 | 4.93 | 3.41 | 3.92 | 5.50 | 8.98 | 2.61 | 10.20 | -5.60 | 4.32 | 4.35 |
| Sharpe Ratio | NA | 1.22 | 0.12 | -0.53 | -0.11 | NA | NA | … | … | 0.30 | -0.13 | -0.17 | 0.50 | -2.59 | 1.06 | 0.22 | 2.73 | -0.83 | 1.72 | -0.52 | 1.38 | 5.64 | -1.19 | 3.77 | 3.76 | 0.31 | 3.53 | -1.30 | -0.53 | 0.56 | 0.35 | 0.64 | 1.02 | 1.86 | 0.04 | 2.01 | -3.83 | 0.25 | 3.15 |
| Standard Deviation(%) | NA | 3.59 | 5.59 | 5.21 | 4.95 | NA | NA | … | … | 3.87 | 6.90 | 4.41 | 5.46 | 5.57 | 1.74 | 9.44 | 2.08 | 1.81 | 2.24 | 2.72 | 2.07 | 1.85 | 3.35 | 2.24 | 2.98 | 3.62 | 3.97 | 6.70 | 2.97 | 2.73 | 3.31 | 4.57 | 4.68 | 4.21 | 4.33 | 2.98 | 2.34 | 3.47 | 3.06 |
| Draw Down(%) | NA | 3.11 | 8.14 | 18.92 | 18.92 | NA | NA | … | … | 3.11 | 7.44 | 3.13 | 8.61 | 18.03 | 2.25 | 14.30 | 1.66 | 2.06 | 1.24 | 6.40 | 2.32 | 1.10 | 7.83 | 1.93 | 3.14 | 7.42 | 3.35 | 13.39 | 2.97 | 2.13 | 3.56 | 7.41 | 7.46 | 5.04 | 5.99 | 3.25 | 6.62 | 2.76 | 1.45 |
| Yield(%) | 0.00 | 2.95 | 3.00 | 2.42 | 2.67 | 3.18 | 3.27 | … | … | 1.05 | 3.05 | 3.09 | 2.93 | 2.28 | 2.07 | 2.31 | 3.80 | 3.38 | 3.29 | 3.32 | 3.46 | 3.99 | 3.52 | 3.56 | 4.00 | 3.85 | 4.28 | 3.78 | 3.73 | 3.80 | 3.87 | 3.75 | 3.84 | 4.40 | 4.51 | 4.93 | 4.22 | 4.60 | 1.96 |
Data as of 06/04/2026, Common starting date is 08/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLCX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS C) |
-4.73%
Oct 2019 – Oct 2022 |
-1.40%
Oct 2017 – Oct 2022 |
0.43%
Oct 2012 – Oct 2022 |
1.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLCX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS C) |
9.01%
May 2000 – May 2003 |
6.67%
Jan 2000 – Jan 2005 |
4.93%
Nov 2002 – Nov 2012 |
5.03%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart