Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTERX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R4) | NA | 9.24% | -0.62% | 0.75% | 2.23% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTERX (COLUMBIA TAX-EXEMPT FUND COLUMBIA 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 (%) | 0.17 | 9.24 | -0.62 | 0.75 | 2.23 | NA | NA | … | … | 4.19 | 7.24 | -12.26 | 2.69 | 2.44 | 8.05 | 0.74 | 6.42 | -0.69 | 3.76 | 11.20 | -3.81 |
| Sharpe Ratio | NA | 0.62 | -0.88 | -0.29 | 0.15 | NA | NA | … | … | -0.54 | 0.55 | -2.44 | 1.45 | 0.23 | 3.05 | -0.29 | 2.48 | -0.32 | 1.72 | 5.55 | -1.31 |
| Standard Deviation(%) | NA | 4.48 | 5.16 | 5.87 | 4.47 | NA | NA | … | … | 4.32 | 5.52 | 5.61 | 1.85 | 9.45 | 2.18 | 2.00 | 2.35 | 2.79 | 2.17 | 2.01 | 3.72 |
| Draw Down(%) | NA | 2.89 | 17.82 | 18.18 | 18.18 | NA | NA | … | … | 2.89 | 8.13 | 17.54 | 2.25 | 14.30 | 1.59 | 1.85 | 1.24 | 6.39 | 2.12 | 1.05 | 7.63 |
| Yield(%) | 0.00 | 4.02 | 3.15 | 3.05 | 3.52 | 2.76 | 2.07 | … | … | 3.25 | 3.73 | 2.98 | 2.88 | 2.37 | 4.66 | 4.21 | 4.14 | 3.83 | 4.30 | 4.67 | 3.17 |
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 |
|---|---|---|---|---|
| CTERX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R4) |
-4.19%
Oct 2019 – Oct 2022 |
-0.75%
Oct 2017 – Oct 2022 |
1.63%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTERX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS R4) |
7.37%
Aug 2013 – Aug 2016 |
4.64%
Aug 2013 – Aug 2018 |
2.77%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart