Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSMTX (COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS R4) | NA | 4.17% | 1.27% | 1.29% | 1.28% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSMTX (COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND 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 | 4.17 | 1.27 | 1.29 | 1.28 | NA | NA | … | … | 2.41 | 4.13 | -2.75 | 0.47 | 2.05 | 3.11 | 1.45 | 1.64 | -0.02 | 0.58 | 0.71 | 0.25 |
| Sharpe Ratio | NA | -1.44 | -1.57 | -0.62 | -0.20 | NA | NA | … | … | -2.71 | -0.07 | -2.41 | 0.56 | 0.66 | 1.89 | 0.20 | 1.37 | -0.31 | 0.90 | 1.01 | 0.42 |
| Standard Deviation(%) | NA | 1.64 | 1.70 | 1.83 | 1.40 | NA | NA | … | … | 1.59 | 1.80 | 1.72 | 0.79 | 2.75 | 0.90 | 0.70 | 0.74 | 0.75 | 0.61 | 0.68 | 0.69 |
| Draw Down(%) | NA | 0.98 | 4.74 | 5.04 | 5.04 | NA | NA | … | … | 0.98 | 1.65 | 4.72 | 0.63 | 4.65 | 0.57 | 0.39 | 0.63 | 1.34 | 0.53 | 0.48 | 0.94 |
| Yield(%) | 0.00 | 2.72 | 1.94 | 1.60 | 1.45 | 1.08 | 0.81 | … | … | 2.27 | 2.25 | 1.31 | 0.95 | 1.09 | 1.83 | 1.63 | 1.34 | 0.94 | 0.96 | 1.09 | 0.91 |
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 |
|---|---|---|---|---|
| CSMTX (COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS R4) |
-0.60%
Oct 2019 – Oct 2022 |
0.44%
Oct 2017 – Oct 2022 |
0.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMTX (COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS R4) |
2.29%
Apr 2018 – Apr 2021 |
1.77%
Nov 2016 – Nov 2021 |
1.32%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart