Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTEZX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS Z) | 1.94% | 7.92% | 4.23% | 0.52% | 2.00% | 3.30% | 2.65% | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTEZX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS Z) | 09/20/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 7.92 | 4.23 | 0.52 | 2.00 | 3.30 | 2.65 | … | … | 1.94 | 2.81 | 3.62 | 7.26 | -12.18 | 2.69 | 3.24 | 8.06 | 0.75 | 6.35 | -0.35 | 3.76 | 11.20 | -3.21 | 9.21 | 12.11 | 1.70 | 9.64 | -11.37 | -2.18 | 1.03 | -0.66 |
| Sharpe Ratio | NA | 1.41 | 0.26 | -0.38 | 0.08 | NA | NA | … | … | 0.47 | -0.01 | 0.00 | 0.66 | -2.44 | 1.45 | 0.32 | 2.96 | -0.31 | 2.54 | -0.20 | 1.68 | 5.52 | -0.94 | 3.94 | 3.96 | 0.44 | 2.52 | -1.88 | -1.96 | -1.01 | -1.59 |
| Standard Deviation(%) | NA | 3.66 | 5.64 | 5.25 | 5.00 | NA | NA | … | … | 3.99 | 6.94 | 4.50 | 5.47 | 5.59 | 1.84 | 9.46 | 2.22 | 2.05 | 2.25 | 2.88 | 2.22 | 2.03 | 3.44 | 2.35 | 3.05 | 3.69 | 3.79 | 6.55 | 2.73 | 2.38 | 3.16 |
| Draw Down(%) | NA | 3.19 | 8.03 | 18.11 | 18.11 | NA | NA | … | … | 3.19 | 7.37 | 3.12 | 8.12 | 17.46 | 2.18 | 14.30 | 1.66 | 1.85 | 1.24 | 6.04 | 2.19 | 1.05 | 7.63 | 1.92 | 3.14 | 7.25 | 3.64 | 16.47 | 4.49 | 3.28 | 2.83 |
| Yield(%) | 0.00 | 3.72 | 3.80 | 3.11 | 3.41 | 3.98 | 3.21 | … | … | 1.32 | 3.85 | 3.88 | 3.74 | 2.98 | 2.88 | 3.14 | 4.67 | 4.21 | 4.14 | 4.17 | 4.30 | 4.67 | 4.20 | 4.40 | 4.75 | 4.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTEZX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS Z) |
-4.32%
Dec 2005 – Dec 2008 |
-0.69%
Jan 2006 – Jan 2011 |
1.35%
Oct 2012 – Oct 2022 |
2.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTEZX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS Z) |
8.19%
Nov 2009 – Nov 2012 |
6.83%
Jan 2011 – Jan 2016 |
5.22%
Jan 2011 – Jan 2021 |
3.83%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart