Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CMNYX (Columbia Minnesota Tax-Exempt Class Y) 1.54% 8.71% 4.23% 0.34% NA NA NA
Data as of 06/11/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
Name Start Date End Date
CMNYX (Columbia Minnesota Tax-Exempt Class Y) 03/02/2017 06/11/2026
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
Annualized Return (%) -0.20 8.71 4.23 0.34 NA NA NA 1.54 1.92 2.74 5.35 -11.95 1.74 5.29 7.72 0.60 3.51
Sharpe Ratio NA 1.77 0.18 -0.41 NA NA NA 0.32 -0.15 -0.90 0.22 -2.38 1.06 0.52 2.76 -0.34 1.57
Standard Deviation(%) NA 3.43 5.39 5.08 NA NA NA 3.89 6.63 4.28 5.17 5.63 1.62 9.71 2.29 2.09 2.26
Draw Down(%) NA 3.58 7.82 17.67 NA NA NA 3.58 7.25 3.09 9.19 17.49 2.05 13.52 1.60 1.95 1.27
Yield(%) 0.00 3.56 3.46 2.80 7.81 5.21 3.91 1.38 3.45 3.44 3.32 2.60 2.50 6.16 3.14 3.29 1.83
Data as of 06/11/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMNYX (Columbia Minnesota Tax-Exempt Class Y) -4.54%
Oct 2020 – Oct 2023
-0.50%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMNYX (Columbia Minnesota Tax-Exempt Class Y) 6.05%
Oct 2022 – Oct 2025
1.55%
Jul 2017 – Jul 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return