Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLNX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS A) | 1.81% | 7.99% | 3.86% | -0.22% | 1.58% | 2.92% | 3.26% | … | … |
Data as of 06/08/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLNX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS A) | 06/21/1996 | 06/08/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 7.99 | 3.86 | -0.22 | 1.58 | 2.92 | 3.26 | … | … | 1.81 | 2.15 | 2.85 | 8.02 | -14.20 | 2.38 | 4.72 | 7.79 | 0.08 | 5.21 | 0.26 | 3.86 | 10.29 | -3.86 | 8.75 | 11.95 | 1.55 | 19.16 | -8.69 | 2.03 | 4.50 | 2.92 | 3.86 | 6.40 | 10.03 | 4.12 | 14.35 | -4.52 | 6.55 | 9.49 | 6.34 |
| Sharpe Ratio | NA | 1.43 | 0.10 | -0.51 | -0.01 | NA | NA | … | … | 0.47 | -0.11 | -0.16 | 0.80 | -2.64 | 1.25 | 0.45 | 2.87 | -0.69 | 2.02 | 0.02 | 1.65 | 4.57 | -1.08 | 3.45 | 3.74 | 0.40 | 4.04 | -1.18 | -0.33 | 0.36 | 0.20 | 0.59 | 1.18 | 2.10 | 0.45 | 3.33 | -2.70 | 0.94 | 1.69 | 1.00 |
| Standard Deviation(%) | NA | 3.55 | 5.62 | 5.35 | 5.11 | NA | NA | … | … | 3.74 | 6.81 | 4.75 | 5.53 | 5.94 | 1.89 | 9.86 | 2.20 | 1.90 | 2.27 | 2.78 | 2.32 | 2.25 | 3.61 | 2.54 | 3.19 | 3.62 | 4.72 | 8.18 | 3.40 | 3.04 | 3.25 | 4.83 | 4.82 | 4.24 | 3.78 | 3.04 | 2.93 | 3.28 | 3.43 | 8.74 |
| Draw Down(%) | NA | 2.94 | 8.45 | 20.41 | 20.41 | NA | NA | … | … | 2.94 | 7.25 | 3.52 | 8.21 | 19.41 | 2.24 | 13.42 | 1.69 | 2.05 | 1.33 | 6.27 | 2.39 | 1.41 | 8.17 | 2.16 | 3.34 | 7.32 | 3.25 | 15.42 | 3.61 | 2.40 | 3.47 | 7.47 | 7.16 | 4.85 | 4.89 | 3.77 | 6.71 | 2.31 | 2.17 | 3.74 |
| Yield(%) | 0.00 | 3.52 | 3.51 | 2.77 | 7.69 | 6.92 | 6.17 | … | … | 1.21 | 3.63 | 3.48 | 3.49 | 2.59 | 2.37 | 5.77 | 3.96 | 3.14 | 3.37 | 3.24 | 3.77 | 3.80 | 4.12 | 4.32 | 4.42 | 4.47 | 8.00 | 5.26 | 4.97 | 4.39 | 4.79 | 4.27 | 4.71 | 4.52 | 4.63 | 5.33 | 4.63 | 5.00 | 5.53 | 3.36 |
Data as of 06/08/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLNX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS A) |
-4.46%
Oct 2020 – Oct 2023 |
-1.14%
Oct 2017 – Oct 2022 |
0.90%
Oct 2012 – Oct 2022 |
2.39%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLNX (COLUMBIA NEW YORK TAX-EXEMPT FUND COLUMBIA NEW YORK TAX-EXEMPT FUND CLASS A) |
10.65%
Dec 2008 – Dec 2011 |
8.08%
Jan 2000 – Jan 2005 |
5.92%
Aug 1996 – Aug 2006 |
5.80%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart