Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMNTX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS A) | -2.86% | -2.28% | 0.17% | -0.93% | 1.28% | 2.41% | 2.87% | 4.35% |
Data as of 07/31/2025, AR inception is 12/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMNTX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS A) | 12/30/1986 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | -2.28 | 0.17 | -0.93 | 1.28 | 2.41 | 2.87 | 4.35 | -2.86 | 2.69 | 5.04 | -12.23 | 1.48 | 4.97 | 7.21 | 0.29 | 5.35 | -0.07 | 3.52 | 9.61 | -2.64 | 7.75 | 11.01 | 1.22 | 15.92 | -4.56 | 1.74 | 4.27 | 2.52 | 2.44 | 4.79 | 7.73 | 4.89 | 10.01 | -3.75 | 5.90 | 8.44 | 3.53 | 14.93 | -4.36 | 11.46 | 8.47 | 10.84 | 5.40 | 10.85 | 9.31 | -1.94 | 0.44 |
| Sharpe Ratio | NA | -0.78 | -0.50 | -0.61 | -0.04 | NA | NA | 0.53 | -1.05 | -0.91 | 0.15 | -2.43 | 0.90 | 0.48 | 2.66 | -0.48 | 1.98 | -0.10 | 1.58 | 4.66 | -0.81 | 3.40 | 3.53 | 0.32 | 4.07 | -0.88 | -0.48 | 0.43 | 0.13 | 0.42 | 1.08 | 2.06 | 1.15 | 2.12 | -2.55 | 0.95 | 1.70 | 0.01 | 2.68 | -1.27 | 3.34 | 2.03 | 2.66 | 0.04 | 1.44 | 1.27 | -0.96 | NA |
| Standard Deviation(%) | NA | 7.11 | 5.75 | 4.92 | 4.90 | NA | NA | 3.97 | 8.46 | 4.28 | 5.14 | 5.61 | 1.62 | 9.80 | 2.18 | 2.13 | 2.40 | 2.66 | 2.20 | 2.06 | 3.29 | 2.29 | 3.11 | 3.50 | 3.89 | 6.21 | 2.64 | 2.36 | 2.60 | 3.57 | 3.80 | 3.22 | 2.28 | 2.78 | 2.74 | 2.71 | 2.88 | 4.92 | 4.14 | 5.74 | 2.80 | 2.96 | 2.66 | 3.26 | 3.55 | 3.63 | 6.19 | 0.00 |
| Draw Down(%) | NA | 7.86 | 10.34 | 18.07 | 18.07 | NA | NA | 18.07 | 7.23 | 3.14 | 9.38 | 17.68 | 2.06 | 13.54 | 1.60 | 2.13 | 1.27 | 5.58 | 1.84 | 1.12 | 6.99 | 1.58 | 3.12 | 6.35 | 2.34 | 11.38 | 2.31 | 1.45 | 2.34 | 5.51 | 4.93 | 3.92 | 1.86 | 2.91 | 5.37 | 1.29 | 1.70 | 4.93 | 2.47 | 10.59 | 1.80 | 2.81 | 1.05 | 3.18 | 2.40 | 2.24 | 12.96 | 0.00 |
| Yield(%) | 0.00 | 2.86 | 2.78 | 9.49 | 6.38 | 5.71 | 5.30 | 5.55 | 1.30 | 3.15 | 3.03 | 2.33 | 2.03 | 5.23 | 2.84 | 2.99 | 3.43 | 3.23 | 3.44 | 3.80 | 3.79 | 3.98 | 4.91 | 3.77 | 4.74 | 4.07 | 3.78 | 3.61 | 3.78 | 2.61 | 3.57 | 4.63 | 5.17 | 5.68 | 5.26 | 5.55 | 5.73 | 5.56 | 6.16 | 5.62 | 5.87 | 6.27 | 6.66 | 6.54 | 6.83 | 6.94 | 6.08 | 0.44 |
Data as of 07/31/2025, AR inception is 12/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMNTX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS A) |
-4.89%
Oct 2020 - Oct 2023 |
-0.84%
Oct 2017 - Oct 2022 |
1.06%
Oct 2012 - Oct 2022 |
2.51%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMNTX (COLUMBIA MINNESOTA TAX-EXEMPT FUND COLUMBIA MINNESOTA TAX-EXEMPT FUND CLASS A) |
11.24%
Sep 1990 - Sep 1993 |
9.68%
Sep 1987 - Sep 1992 |
8.21%
Oct 1987 - Oct 1997 |
7.20%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart