Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDSMX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS B) | NA | -2.03% | 2.22% | 2.11% | 3.66% | 3.29% | 3.53% | … | … |
Data as of 08/04/2017, Common starting date is 03/24/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDSMX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS B) | 03/24/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | -2.03 | 2.22 | 2.11 | 3.66 | 3.29 | 3.53 | … | … | 2.01 | -0.65 | 2.63 | 8.83 | -3.22 | 6.76 | 10.21 | 0.74 | 15.00 | -5.30 | 0.96 | 3.29 | 1.93 | 1.62 | 4.07 | 7.07 | 4.14 | 9.27 | -4.50 | 5.13 | 7.63 | 2.81 | 7.72 |
| Sharpe Ratio | NA | -0.82 | 0.84 | 0.78 | 1.00 | NA | NA | … | … | 1.13 | -0.32 | 1.26 | 4.37 | -1.00 | 3.04 | 3.27 | 0.19 | 4.26 | -0.99 | -0.84 | 0.00 | -0.09 | 0.19 | 0.92 | 1.92 | 0.84 | 1.92 | -2.95 | 0.69 | -17.29 | -0.14 | 1.48 |
| Standard Deviation(%) | NA | 2.97 | 2.41 | 2.54 | 3.37 | NA | NA | … | … | 2.57 | 2.68 | 2.06 | 2.02 | 3.26 | 2.22 | 3.12 | 3.43 | 3.50 | 6.27 | 2.48 | 2.33 | 2.57 | 3.56 | 3.66 | 3.11 | 2.19 | 2.73 | 2.62 | 2.62 | 2.74 | 4.79 | 4.31 |
| Draw Down(%) | NA | 5.41 | 5.87 | 7.21 | 11.70 | NA | NA | … | … | 1.13 | 5.87 | 2.01 | 1.19 | 7.21 | 1.75 | 3.31 | 6.54 | 2.34 | 11.70 | 2.57 | 1.42 | 2.39 | 5.51 | 5.03 | 3.92 | 1.92 | 2.97 | 5.81 | 1.29 | 1.83 | 5.07 | 2.54 |
| Yield(%) | 0.00 | 1.87 | 2.47 | 2.65 | 3.17 | 3.02 | 3.34 | … | … | 0.93 | 2.46 | 2.75 | 3.05 | 3.02 | 3.20 | 4.16 | 3.08 | 3.83 | 3.31 | 3.01 | 2.85 | 3.01 | 1.80 | 2.87 | 3.99 | 4.44 | 4.97 | 4.48 | 4.80 | 4.95 | 4.86 | 4.26 |
Data as of 08/04/2017, Common starting date is 03/24/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDSMX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS B) |
-0.42%
Dec 2005 – Dec 2008 |
0.46%
Dec 2003 – Dec 2008 |
2.16%
Oct 1998 – Oct 2008 |
3.25%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDSMX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS B) |
8.49%
Dec 2008 – Dec 2011 |
6.19%
Feb 2008 – Feb 2013 |
4.52%
Jun 1995 – Jun 2005 |
4.39%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart