Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTEYX (Columbia Tax-Exempt Class Y) | 2.13% | 8.35% | 4.36% | 0.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTEYX (Columbia Tax-Exempt Class Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 8.35 | 4.36 | 0.75 | NA | NA | NA | … | … | 2.13 | 2.90 | 3.78 | 7.30 | -12.16 | 3.28 | 3.64 | 8.12 | 0.82 | 3.67 |
| Sharpe Ratio | NA | 1.44 | 0.28 | -0.34 | NA | NA | NA | … | … | 0.49 | 0.00 | 0.04 | 0.67 | -2.44 | 1.88 | 0.36 | 3.07 | -0.29 | 1.79 |
| Standard Deviation(%) | NA | 3.70 | 5.64 | 5.25 | NA | NA | NA | … | … | 3.94 | 6.96 | 4.48 | 5.48 | 5.60 | 1.73 | 9.43 | 2.16 | 1.98 | 2.08 |
| Draw Down(%) | NA | 3.10 | 7.91 | 17.64 | NA | NA | NA | … | … | 3.10 | 7.34 | 3.12 | 8.05 | 17.44 | 2.17 | 14.26 | 1.58 | 1.84 | 1.24 |
| Yield(%) | 0.00 | 3.80 | 3.86 | 3.27 | 3.23 | 2.16 | 1.62 | … | … | 1.34 | 3.93 | 3.95 | 3.79 | 3.03 | 3.45 | 3.52 | 4.73 | 4.28 | 1.72 |
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTEYX (Columbia Tax-Exempt Class Y) |
-3.59%
Oct 2019 – Oct 2022 |
-0.35%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTEYX (Columbia Tax-Exempt Class Y) |
6.53%
Oct 2022 – Oct 2025 |
1.75%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart