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CCAZX: COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Z (MUTUAL FUND)
Basic Info 26.71 0.05(0.19%) June 05
| Asset Class: | Muni California Long |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 09/20/2005 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.87% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.6 | 7.3 | 4.4 | 0.1 | 1.9 | 3.6 | 3.7 | 3.6 | 2.9 | 3.7 | 7.0 | -13.7 | 1.9 | 5.7 | 8.1 | 0.6 | 6.1 | 0.2 | 3.9 | 12.6 | -2.4 | 10.7 | 12.7 | 2.2 | 14.1 | -6.2 | 2.2 | 5.1 | -1.0 |
| Sharpe Ratio | NA | 0.35 | 1.39 | 0.2 | -0.45 | 0.05 | NA | NA | 0.52 | 0.0 | 0.02 | 0.57 | -2.31 | 1.04 | 0.55 | 2.86 | -0.41 | 2.32 | -0.02 | 1.61 | 5.64 | -0.62 | 4.07 | 3.52 | 0.51 | 3.16 | -0.99 | -0.27 | 0.59 | -2.13 |
| Draw Down(%) | NA | 3.3 | 3.3 | 8.2 | 20.5 | 20.5 | NA | NA | 20.5 | 6.9 | 3.2 | 10.0 | 19.6 | 2.4 | 14.0 | 1.8 | 1.9 | 1.3 | 6.3 | 2.3 | 1.4 | 8.1 | 2.1 | 3.6 | 7.9 | 4.0 | 13.4 | 3.2 | 2.3 | 2.6 |
| Standard Deviation(%) | NA | 3.7 | 3.4 | 5.6 | 5.5 | 5.2 | NA | NA | 4.6 | 6.6 | 4.6 | 5.9 | 6.6 | 1.8 | 9.8 | 2.3 | 1.9 | 2.4 | 3.0 | 2.4 | 2.2 | 4.0 | 2.6 | 3.6 | 4.1 | 4.4 | 7.2 | 3.3 | 2.9 | 3.0 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.01 | -0.02 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | 0.03 | -0.13 | 0.02 | 0.05 | 0.07 | -0.01 | 0.07 | 0.0 | 0.04 | 0.14 | -0.03 | 0.11 | 0.11 | 0.02 | 0.13 | -0.07 | -0.01 | 0.02 | -0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 |
| Beta | NA | 1.04 | 1.06 | 1.18 | 1.18 | 1.11 | NA | NA | 1.07 | 1.19 | 1.17 | 1.21 | 1.18 | 0.91 | 1.11 | 0.97 | 0.81 | 0.78 | 0.84 | 0.9 | 0.91 | 0.97 | 0.99 | 1.17 | 1.13 | 1.05 | 0.97 | 1.04 | 1.06 | 0.84 |
| RSquared | NA | 0.95 | 0.94 | 0.96 | 0.95 | 0.94 | NA | NA | 0.92 | 0.98 | 0.94 | 0.94 | 0.94 | 0.84 | 0.98 | 0.81 | 0.8 | 0.81 | 0.88 | 0.84 | 0.79 | 0.93 | 0.85 | 0.89 | 0.92 | 0.89 | 0.94 | 0.86 | 0.85 | 0.59 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 3.7 | 3.7 | 2.9 | 2.5 | 6.2 | 4.5 | 3.9 | 4.4 | 4.5 | 4.6 | 4.9 | 4.9 | 4.4 | 4.7 | 6.1 | 5.2 | 4.4 | 4.8 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | -67.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.0 | 1.9 | 6.6 | 15.3 | 64.4 | 43.8 | 10.6 | -9.4 | -7.2 | -1.6 | 1.1 | -7.2 | 17.1 | 2.1 | -26.6 | 27.6 | 6.1 | -10.9 | 5.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2005
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