Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTEBX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS B) | NA | -1.77% | 2.66% | 2.36% | 3.68% | 3.76% | 3.23% | … | … |
Data as of 08/04/2017, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTEBX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS B) | 06/20/1996 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | -1.77 | 2.66 | 2.36 | 3.68 | 3.76 | 3.23 | … | … | 1.95 | -4.44 | -0.64 | 6.27 | -7.35 | 4.77 | 6.90 | -2.52 | 9.64 | -11.37 | -2.18 | 1.03 | -0.51 | 0.07 | 1.56 | 4.42 | -1.90 | 4.95 | -9.66 | -0.36 | 3.80 | 2.52 |
| Sharpe Ratio | NA | -8.93 | -11.48 | -9.81 | -6.06 | NA | NA | … | … | -7.00 | -14.78 | -10.60 | -7.55 | -8.25 | -7.10 | -4.22 | -6.23 | -2.37 | -4.71 | -8.91 | -9.01 | -6.94 | -4.48 | -3.93 | -3.83 | -5.89 | -23.76 | 0.80 | 10.08 | -13.72 | 0.15 |
| Standard Deviation(%) | NA | 2.60 | 2.10 | 2.29 | 3.33 | NA | NA | … | … | 1.82 | 2.60 | 1.81 | 1.62 | 3.14 | 1.96 | 2.76 | 3.39 | 3.79 | 6.55 | 2.73 | 2.38 | 3.10 | 4.36 | 4.52 | 4.01 | 3.99 | 2.68 | 19.13 | 3.27 | 3.11 | 3.86 |
| Draw Down(%) | NA | 7.16 | 7.68 | 10.25 | 16.47 | NA | NA | … | … | 1.26 | 7.68 | 3.57 | 1.34 | 9.44 | 1.93 | 3.14 | 8.34 | 3.64 | 16.47 | 4.49 | 3.28 | 4.29 | 7.97 | 8.05 | 5.17 | 6.33 | 3.63 | 21.36 | 3.69 | 2.96 | 2.38 |
| Yield(%) | 0.00 | 2.56 | 3.13 | 3.16 | 3.49 | 3.60 | 3.16 | … | … | 1.33 | 3.21 | 3.35 | 3.68 | 3.28 | 3.42 | 3.87 | 3.58 | 4.15 | 3.66 | 3.57 | 3.66 | 3.72 | 3.61 | 3.73 | 4.27 | 4.38 | 4.77 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2017, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTEBX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS B) |
-2.40%
Jan 1997 – Jan 2000 |
0.97%
Dec 2003 – Dec 2008 |
1.86%
Nov 1998 – Nov 2008 |
3.04%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTEBX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS B) |
8.87%
May 2000 – May 2003 |
6.53%
Jan 2000 – Jan 2005 |
4.77%
May 2000 – May 2010 |
4.86%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart