Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAZX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Z) | 1.61% | 7.35% | 4.38% | 0.05% | 1.89% | 3.61% | 3.72% | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAZX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Z) | 09/20/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 7.35 | 4.38 | 0.05 | 1.89 | 3.61 | 3.72 | … | … | 1.61 | 2.92 | 3.71 | 7.01 | -13.65 | 1.90 | 5.70 | 8.09 | 0.59 | 6.09 | 0.16 | 3.93 | 12.62 | -2.41 | 10.67 | 12.71 | 2.16 | 14.06 | -6.20 | 2.25 | 5.09 | -1.03 |
| Sharpe Ratio | NA | 1.39 | 0.20 | -0.45 | 0.05 | NA | NA | … | … | 0.35 | 0.00 | 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 |
| Standard Deviation(%) | NA | 3.38 | 5.57 | 5.48 | 5.20 | NA | NA | … | … | 3.75 | 6.58 | 4.58 | 5.94 | 6.56 | 1.80 | 9.82 | 2.31 | 1.93 | 2.35 | 2.95 | 2.42 | 2.24 | 3.95 | 2.63 | 3.60 | 4.07 | 4.42 | 7.21 | 3.34 | 2.86 | 2.98 |
| Draw Down(%) | NA | 3.26 | 8.21 | 20.48 | 20.48 | NA | NA | … | … | 3.26 | 6.87 | 3.23 | 10.04 | 19.58 | 2.43 | 14.00 | 1.78 | 1.94 | 1.29 | 6.31 | 2.28 | 1.39 | 8.09 | 2.08 | 3.57 | 7.86 | 3.99 | 13.35 | 3.22 | 2.34 | 2.58 |
| Yield(%) | 0.00 | 3.54 | 3.68 | 2.94 | 8.29 | 7.86 | 6.81 | … | … | 1.22 | 3.75 | 3.68 | 3.71 | 2.92 | 2.52 | 6.24 | 4.49 | 3.93 | 4.41 | 4.53 | 4.58 | 4.88 | 4.88 | 4.42 | 4.66 | 6.10 | 5.19 | 4.37 | 4.79 | 4.57 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAZX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Z) |
-5.04%
Oct 2020 – Oct 2023 |
-0.83%
Oct 2017 – Oct 2022 |
1.52%
Oct 2012 – Oct 2022 |
3.02%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAZX (COLUMBIA CALIFORNIA TAX-EXEMPT FUND COLUMBIA CALIFORNIA TAX-EXEMPT FUND CLASS Z) |
9.51%
Dec 2008 – Dec 2011 |
7.92%
Jan 2011 – Jan 2016 |
5.96%
Jan 2011 – Jan 2021 |
5.05%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart