Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLTX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS A) | 1.78% | 7.82% | 3.99% | 0.22% | 1.73% | 3.09% | 3.30% | … | … |
Data as of 06/11/2026, Common starting date is 09/20/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLTX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS A) | 09/20/1984 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 7.82 | 3.99 | 0.22 | 1.73 | 3.09 | 3.30 | … | … | 1.78 | 2.59 | 3.50 | 6.94 | -12.34 | 2.47 | 3.04 | 7.85 | 0.55 | 6.14 | -0.55 | 3.55 | 10.98 | -3.40 | 8.99 | 11.96 | 1.50 | 14.86 | -7.18 | 2.17 | 5.56 | 4.05 | 4.57 | 6.15 | 9.63 | 3.25 | 10.85 | -4.90 | 6.85 | 9.63 | 2.70 | 17.68 | -6.28 | 10.77 | 8.27 | 11.73 | 6.44 | 8.08 | 10.43 | 0.47 | 15.83 | 19.83 | -4.58 |
| Sharpe Ratio | NA | 1.46 | 0.14 | -0.42 | 0.03 | NA | NA | … | … | 0.50 | -0.04 | -0.03 | 0.61 | -2.48 | 1.37 | 0.29 | 2.94 | -0.42 | 2.46 | -0.27 | 1.60 | 5.51 | -1.00 | 3.83 | 3.96 | 0.38 | 3.66 | -1.21 | -0.32 | 0.76 | 0.53 | 0.78 | 1.15 | 1.99 | 0.18 | 2.18 | -3.59 | 0.81 | 1.68 | -0.18 | 2.70 | -1.64 | 2.90 | 2.06 | 2.92 | 0.32 | 0.78 | 1.93 | -0.65 | 2.82 | 3.88 | -1.22 |
| Standard Deviation(%) | NA | 3.54 | 5.56 | 5.20 | 4.97 | NA | NA | … | … | 3.78 | 6.85 | 4.47 | 5.46 | 5.56 | 1.78 | 9.48 | 2.17 | 1.98 | 2.24 | 2.83 | 2.20 | 1.99 | 3.43 | 2.35 | 3.01 | 3.67 | 4.03 | 6.73 | 3.03 | 2.82 | 3.38 | 4.63 | 4.74 | 4.26 | 4.39 | 3.04 | 2.30 | 4.16 | 3.52 | 5.10 | 5.08 | 5.70 | 2.96 | 2.78 | 2.67 | 2.90 | 2.72 | 2.86 | 5.78 | 4.05 | 3.70 | 18.06 |
| Draw Down(%) | NA | 3.11 | 8.08 | 18.29 | 18.29 | NA | NA | … | … | 3.11 | 7.31 | 3.21 | 8.24 | 17.58 | 2.18 | 14.30 | 1.59 | 1.90 | 1.24 | 6.09 | 2.23 | 1.06 | 7.76 | 1.92 | 3.14 | 7.29 | 3.35 | 13.00 | 2.74 | 2.06 | 3.51 | 7.31 | 7.36 | 5.04 | 5.94 | 3.21 | 6.21 | 2.66 | 2.16 | 5.35 | 3.98 | 11.67 | 2.32 | 2.34 | 1.15 | 2.54 | 1.65 | 1.90 | 10.45 | 3.05 | 1.97 | 8.92 |
| Yield(%) | 0.00 | 3.54 | 3.60 | 2.93 | 3.21 | 3.78 | 3.83 | … | … | 1.25 | 3.64 | 3.68 | 3.54 | 2.82 | 2.66 | 2.94 | 4.47 | 4.02 | 3.94 | 3.97 | 4.10 | 4.46 | 4.00 | 4.19 | 4.61 | 4.12 | 4.97 | 4.36 | 4.29 | 4.39 | 4.48 | 4.37 | 4.46 | 5.01 | 5.13 | 5.52 | 4.94 | 7.01 | 5.54 | 5.51 | 6.18 | 5.62 | 6.28 | 6.72 | 7.42 | 7.62 | 7.65 | 8.07 | 7.41 | 8.33 | 10.16 | 4.92 |
Data as of 06/11/2026, Common starting date is 09/20/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLTX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS A) |
-4.16%
Oct 2019 – Oct 2022 |
-0.79%
Oct 2017 – Oct 2022 |
1.14%
Oct 2012 – Oct 2022 |
2.53%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLTX (COLUMBIA TAX-EXEMPT FUND COLUMBIA TAX-EXEMPT FUND CLASS A) |
12.24%
Nov 1984 – Nov 1987 |
11.05%
Oct 1984 – Oct 1989 |
8.75%
Mar 1985 – Mar 1995 |
7.85%
Oct 1984 – Oct 1999 |
Annualized Rolling Returns Comparison Chart