Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAUX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R5) | 1.91% | 7.89% | 4.51% | 0.09% | 1.94% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAUX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R5) | 03/03/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.89 | 4.51 | 0.09 | 1.94 | NA | NA | … | … | 1.91 | 2.95 | 3.72 | 7.01 | -13.63 | 2.15 | 6.04 | 8.25 | 0.61 | 6.08 | -0.74 |
| Sharpe Ratio | NA | 1.49 | 0.22 | -0.43 | 0.07 | NA | NA | … | … | 0.55 | 0.01 | 0.02 | 0.57 | -2.30 | 1.20 | 0.59 | 2.87 | -0.38 | 2.31 | -0.37 |
| Standard Deviation(%) | NA | 3.43 | 5.58 | 5.49 | 5.19 | NA | NA | … | … | 3.84 | 6.58 | 4.58 | 5.96 | 6.56 | 1.77 | 9.73 | 2.36 | 2.06 | 2.36 | 3.00 |
| Draw Down(%) | NA | 3.25 | 8.19 | 20.27 | 20.27 | NA | NA | … | … | 3.25 | 6.86 | 3.22 | 10.03 | 19.58 | 2.42 | 13.98 | 1.77 | 1.94 | 1.29 | 6.41 |
| Yield(%) | 0.00 | 3.91 | 3.81 | 3.04 | 8.62 | 5.94 | 4.45 | … | … | 1.55 | 3.79 | 3.69 | 3.71 | 2.92 | 2.79 | 7.81 | 4.52 | 3.94 | 4.40 | 3.87 |
Data as of 06/10/2026, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAUX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R5) |
-4.82%
Oct 2020 – Oct 2023 |
-0.68%
Oct 2017 – Oct 2022 |
1.99%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAUX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS R5) |
6.69%
Oct 2022 – Oct 2025 |
4.75%
Nov 2016 – Nov 2021 |
1.99%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart