Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COMAX (Columbia Funds Series Trust I – Columbia Massachusetts Tax-Exempt Fund) | NA | 9.05% | 22.40% | 4.07% | 7.87% | 15.24% | 12.09% | … | … |
Data as of 03/13/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COMAX (Columbia Funds Series Trust I – Columbia Massachusetts Tax-Exempt Fund) | 06/21/1996 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 9.05 | 22.40 | 4.07 | 7.87 | 15.24 | 12.09 | … | … | 0.84 | 7.01 | 12.20 | 0.46 | 13.35 | -4.32 | 2.27 | 4.59 | 3.17 | 3.72 | 3.93 | 9.99 | 4.77 | 13.81 | -4.10 | 6.16 | 9.05 | 6.39 |
| Sharpe Ratio | NA | 1.99 | 1.83 | 1.31 | 0.78 | NA | NA | … | … | 1.13 | 2.59 | 3.58 | 0.10 | 3.02 | -0.74 | -0.23 | 0.45 | 0.31 | 0.58 | 0.62 | 2.18 | 0.67 | 3.30 | -2.77 | 0.75 | -12.96 | 2.04 |
| Standard Deviation(%) | NA | 2.42 | 3.36 | 4.32 | 4.25 | NA | NA | … | … | 2.33 | 2.71 | 3.39 | 3.82 | 4.39 | 7.08 | 3.34 | 2.88 | 3.28 | 4.80 | 5.23 | 4.09 | 3.70 | 2.96 | 2.65 | 3.77 | 3.55 | 4.40 |
| Draw Down(%) | NA | 2.09 | 8.86 | 12.38 | 13.08 | NA | NA | … | … | 1.17 | 2.09 | 2.87 | 7.39 | 3.81 | 13.08 | 3.51 | 2.19 | 3.48 | 7.16 | 7.20 | 4.47 | 4.90 | 3.35 | 5.99 | 2.41 | 2.22 | 1.99 |
| Yield(%) | 0.00 | 41.55 | 23.29 | 10.11 | 9.19 | 22.60 | 16.88 | … | … | 3.84 | 4.90 | 4.92 | 4.52 | 4.89 | 4.56 | 3.86 | 4.85 | 4.74 | 5.36 | 4.14 | 4.88 | 5.47 | 5.81 | 5.15 | 6.59 | 6.01 | 3.16 |
Data as of 03/13/2026, 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 |
|---|---|---|---|---|
| COMAX (Columbia Funds Series Trust I – Columbia Massachusetts Tax-Exempt Fund) |
-5.73%
Dec 2019 – Dec 2022 |
-1.19%
Dec 2017 – Dec 2022 |
3.52%
Oct 1998 – Oct 2008 |
4.93%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COMAX (Columbia Funds Series Trust I – Columbia Massachusetts Tax-Exempt Fund) |
55.50%
Dec 2010 – Dec 2013 |
33.76%
Dec 2008 – Dec 2013 |
21.91%
Aug 2011 – Aug 2021 |
16.33%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart