Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHIYX (COLUMBIA HIGH YIELD MUNICIPAL FUND COLUMBIA HIGH YIELD MUNICIPAL FUND CLASS R4) | NA | 15.07% | -0.97% | 1.20% | 3.00% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHIYX (COLUMBIA HIGH YIELD MUNICIPAL FUND COLUMBIA HIGH YIELD MUNICIPAL FUND CLASS R4) | 03/21/2013 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.07 | -0.97 | 1.20 | 3.00 | NA | NA | … | … | 8.47 | 7.09 | -17.13 | 6.56 | 2.74 | 8.64 | 2.42 | 7.05 | 0.22 | 5.26 | 13.82 | -4.69 |
| Sharpe Ratio | NA | 1.63 | -0.80 | -0.18 | 0.28 | NA | NA | … | … | 0.49 | 0.47 | -2.56 | 3.43 | 0.23 | 3.22 | 0.51 | 2.64 | 0.01 | 2.36 | 6.38 | -1.44 |
| Standard Deviation(%) | NA | 5.24 | 6.18 | 6.87 | 5.16 | NA | NA | … | … | 5.00 | 6.14 | 7.25 | 1.90 | 10.84 | 2.25 | 2.18 | 2.44 | 3.00 | 2.22 | 2.17 | 4.15 |
| Draw Down(%) | NA | 3.47 | 22.30 | 22.30 | 22.30 | NA | NA | … | … | 3.47 | 10.37 | 22.30 | 2.32 | 17.35 | 1.28 | 1.81 | 1.05 | 6.28 | 1.28 | 1.24 | 8.92 |
| Yield(%) | 0.00 | 5.06 | 3.85 | 3.66 | 4.08 | 3.18 | 2.39 | … | … | 4.06 | 4.75 | 3.85 | 3.50 | 2.86 | 4.37 | 4.97 | 4.42 | 4.00 | 4.58 | 5.10 | 3.42 |
Data as of 11/25/2024, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIYX (COLUMBIA HIGH YIELD MUNICIPAL FUND COLUMBIA HIGH YIELD MUNICIPAL FUND CLASS R4) |
-4.76%
Oct 2019 – Oct 2022 |
-0.97%
Oct 2018 – Oct 2023 |
2.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIYX (COLUMBIA HIGH YIELD MUNICIPAL FUND COLUMBIA HIGH YIELD MUNICIPAL FUND CLASS R4) |
9.17%
Aug 2013 – Aug 2016 |
6.26%
Aug 2013 – Aug 2018 |
3.34%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart