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LHIAX: COLUMBIA HIGH YIELD MUNICIPAL FUND COLUMBIA HIGH YIELD MUNICIPAL FUND CLASS A (MUTUAL FUND)
Basic Info 9.16 0.01(0.11%) June 05
| Asset Class: | High Yield Muni |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 08/17/2000 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.54% |
| Expenses | 0.63% |
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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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.5 | 8.1 | 5.8 | 0.5 | 2.4 | 4.0 | 3.4 | 3.7 | 3.0 | 7.5 | 6.9 | -17.3 | 6.3 | 3.6 | 8.4 | 2.2 | 5.8 | 0.5 | 5.0 | 13.6 | -3.7 | 12.4 | 11.0 | 5.2 | 27.5 | -23.0 | -2.1 | 6.3 | 5.3 | 5.1 | 3.9 | 2.8 | 4.7 | 2.8 |
| Sharpe Ratio | NA | 0.95 | 1.61 | 0.43 | -0.35 | 0.12 | NA | NA | 0.56 | 0.02 | 0.75 | 0.53 | -2.6 | 3.35 | 0.3 | 3.24 | 0.39 | 2.15 | 0.1 | 2.23 | 6.39 | -0.99 | 5.87 | 3.57 | 1.46 | 6.8 | -3.37 | -1.84 | 1.41 | 1.58 | 1.51 | 1.27 | 0.58 | 0.82 | 1.71 |
| Draw Down(%) | NA | 2.7 | 2.7 | 8.8 | 22.5 | 22.5 | NA | NA | 26.3 | 7.6 | 3.7 | 10.5 | 22.4 | 2.4 | 17.4 | 1.3 | 1.9 | 1.0 | 6.0 | 1.4 | 1.3 | 9.0 | 1.6 | 3.1 | 6.4 | 2.6 | 24.9 | 4.7 | 1.3 | 1.3 | 3.9 | 4.1 | 3.5 | 2.7 | 0.5 |
| Standard Deviation(%) | NA | 3.7 | 3.4 | 5.8 | 5.9 | 5.6 | NA | NA | 4.3 | 6.8 | 5.2 | 6.2 | 7.2 | 1.9 | 10.9 | 2.1 | 2.1 | 2.4 | 3.0 | 2.2 | 2.1 | 3.7 | 2.1 | 3.1 | 3.5 | 4.0 | 7.1 | 2.9 | 2.1 | 1.9 | 2.7 | 2.5 | 2.9 | 2.7 | 2.0 |
| Treynor Ratio | NA | 0.04 | 0.06 | 0.02 | -0.02 | 0.01 | NA | NA | 0.02 | 0.0 | 0.03 | 0.03 | -0.15 | 0.07 | 0.03 | 0.08 | 0.01 | 0.06 | 0.0 | 0.06 | 0.15 | -0.04 | 0.15 | 0.11 | 0.05 | 0.29 | -0.25 | -0.06 | 0.03 | 0.05 | 0.06 | 0.05 | 0.02 | 0.03 | 0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.03 | -0.06 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 0.96 | 0.97 | 1.15 | 1.18 | 1.17 | NA | NA | 1.04 | 1.15 | 1.22 | 1.18 | 1.25 | 0.9 | 1.23 | 0.9 | 0.87 | 0.83 | 0.94 | 0.88 | 0.92 | 0.98 | 0.82 | 1.04 | 1.01 | 0.96 | 0.97 | 0.95 | 0.84 | 0.67 | 0.73 | 0.66 | 0.7 | 0.74 | 0.29 |
| RSquared | NA | 0.89 | 0.87 | 0.93 | 0.92 | 0.93 | NA | NA | 0.86 | 0.96 | 0.91 | 0.92 | 0.92 | 0.76 | 0.98 | 0.83 | 0.77 | 0.73 | 0.88 | 0.8 | 0.76 | 0.93 | 0.79 | 0.88 | 0.9 | 0.79 | 0.86 | 0.82 | 0.83 | 0.78 | 0.85 | 0.7 | 0.6 | 0.53 | 0.14 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 4.7 | 4.6 | 3.7 | 3.3 | 3.6 | 4.2 | 4.8 | 4.2 | 4.2 | 4.4 | 4.9 | 4.3 | 4.5 | 5.4 | 5.3 | 6.6 | 4.8 | 4.4 | 4.5 | 4.7 | 4.7 | 2.5 | 3.1 | 5.5 | 2.2 |
| Dividend Growth(%) | N/A | -65.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -6.0 | 4.2 | -1.0 | 14.6 | -9.4 | -9.5 | -14.7 | 15.7 | -3.4 | -3.4 | -3.1 | 5.0 | 3.8 | -13.3 | 1.6 | -3.1 | -0.2 | 2.2 | -0.4 | -2.8 | -0.9 | 91.7 | -18.2 | -44.6 | 147.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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See High Yield Muni Asset Class Trend Rankings |
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