Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTAX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS A) | 2.04% | 8.39% | 4.29% | 0.16% | 2.16% | 3.62% | 4.37% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTAX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS A) | 01/30/1980 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 8.39 | 4.29 | 0.16 | 2.16 | 3.62 | 4.37 | … | … | 2.04 | 2.54 | 3.79 | 8.26 | -14.39 | 2.27 | 5.70 | 8.59 | 0.52 | 7.31 | 0.50 | 4.01 | 12.22 | -3.60 | 10.76 | 11.24 | 2.04 | 19.46 | -2.70 | 5.69 | 8.23 | 6.58 | 6.16 | 13.16 | 12.80 | 8.19 | 18.68 | -0.63 | 10.93 | 15.56 | 7.42 | 25.45 | -1.71 | 19.48 | 13.51 | 17.99 | 12.60 | 12.51 | 8.15 | 0.10 | 20.99 | 20.23 | 9.56 | 10.54 | 41.91 | -9.14 | -14.14 |
| Sharpe Ratio | NA | 1.42 | 0.27 | -0.42 | 0.10 | NA | NA | … | … | 0.54 | -0.05 | 0.03 | 0.77 | -2.48 | 1.21 | 0.53 | 2.76 | -0.36 | 2.41 | 0.09 | 1.63 | 5.11 | -0.94 | 3.88 | 3.31 | 0.52 | 4.26 | -0.48 | 0.79 | 1.68 | 1.38 | 1.30 | 1.81 | 2.81 | 1.83 | 3.91 | -1.16 | 2.12 | 3.08 | 0.69 | 3.65 | -0.60 | 4.85 | 2.89 | 3.15 | 1.57 | 1.65 | 0.78 | -0.60 | 2.79 | 3.10 | 0.18 | 0.89 | 4.44 | -2.55 | -2.48 |
| Standard Deviation(%) | NA | 3.60 | 5.91 | 5.64 | 5.42 | NA | NA | … | … | 3.77 | 7.14 | 4.79 | 6.05 | 6.39 | 1.85 | 10.19 | 2.58 | 2.40 | 2.78 | 3.22 | 2.45 | 2.39 | 3.87 | 2.78 | 3.39 | 3.74 | 4.55 | 7.68 | 3.24 | 2.88 | 3.14 | 3.98 | 6.89 | 4.15 | 3.19 | 3.69 | 3.46 | 3.53 | 3.84 | 5.41 | 5.88 | 7.92 | 3.55 | 3.78 | 4.45 | 4.50 | 3.96 | 4.17 | 6.78 | 5.94 | 4.76 | 14.11 | 4.73 | 7.63 | 7.68 | 9.57 |
| Draw Down(%) | NA | 3.11 | 8.92 | 20.87 | 20.87 | NA | NA | … | … | 3.11 | 7.71 | 3.38 | 9.47 | 19.96 | 2.51 | 14.95 | 1.90 | 2.24 | 1.23 | 6.31 | 2.40 | 1.12 | 8.25 | 2.15 | 3.57 | 6.53 | 2.76 | 13.05 | 1.85 | 1.31 | 2.23 | 5.68 | 5.48 | 5.18 | 2.86 | 2.76 | 4.03 | 1.92 | 1.94 | 4.94 | 3.05 | 10.66 | 2.40 | 2.70 | 2.27 | 4.28 | 3.56 | 3.30 | 13.37 | 6.11 | 3.50 | 10.19 | 5.09 | 7.44 | 14.80 | 20.99 |
| Yield(%) | 0.00 | 3.61 | 3.67 | 2.82 | 8.02 | 7.47 | 7.15 | … | … | 1.27 | 3.70 | 3.85 | 3.50 | 2.48 | 2.08 | 5.46 | 3.40 | 3.68 | 3.87 | 4.00 | 4.37 | 4.39 | 3.99 | 4.39 | 4.62 | 4.50 | 8.59 | 8.02 | 7.75 | 7.35 | 7.36 | 6.73 | 16.84 | 9.55 | 8.64 | 10.72 | 8.82 | 9.90 | 10.48 | 10.05 | 11.63 | 10.91 | 13.76 | 12.14 | 14.40 | 14.13 | 11.54 | 7.15 | 7.45 | 7.96 | 9.15 | 9.01 | 9.12 | 11.81 | 9.41 | 7.25 |
Data as of 06/03/2026, Common starting date is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTAX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS A) |
-4.65%
Oct 2020 – Oct 2023 |
-0.66%
Oct 2017 – Oct 2022 |
1.52%
Oct 2012 – Oct 2022 |
3.05%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTAX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS A) |
21.09%
Jan 1982 – Jan 1985 |
20.36%
Jan 1982 – Jan 1987 |
15.00%
Dec 1981 – Dec 1991 |
14.14%
Dec 1981 – Dec 1996 |
Annualized Rolling Returns Comparison Chart
