Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) | -3.88% | 0.95% | 1.40% | 1.16% | 2.11% | NA | NA | 3.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) | 09/29/2010 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/29/2010.
AR inception is since 09/29/2010.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 0.95 | 1.40 | 1.16 | 2.11 | NA | NA | 3.07 | -3.88 | 3.70 | 8.46 | -14.10 | 2.48 | 6.09 | 8.87 | 0.42 | 7.61 | 0.34 | 4.23 | 12.55 | -3.43 | 10.76 | 9.10 | -6.44 |
| Sharpe Ratio | NA | -0.70 | -0.44 | -0.26 | 0.08 | NA | NA | 0.37 | -1.27 | -0.61 | 0.70 | -2.43 | 1.27 | 0.58 | 2.80 | -0.36 | 2.57 | 0.04 | 1.66 | 5.12 | -0.90 | 3.97 | 2.59 | -4.11 |
| Standard Deviation(%) | NA | 7.69 | 6.77 | 5.52 | 5.32 | NA | NA | 4.80 | 11.67 | 4.75 | 6.08 | 6.39 | 1.93 | 10.05 | 2.67 | 2.46 | 2.72 | 3.17 | 2.54 | 2.45 | 3.84 | 2.72 | 3.50 | 5.56 |
| Draw Down(%) | NA | 9.48 | 11.70 | 20.63 | 20.63 | NA | NA | 20.63 | 8.08 | 3.32 | 9.28 | 19.81 | 2.47 | 14.75 | 1.68 | 2.39 | 1.23 | 6.33 | 2.38 | 1.10 | 8.22 | 1.91 | 3.31 | 7.47 |
| Yield(%) | 0.00 | 2.84 | 3.21 | 11.05 | 7.22 | 6.18 | 4.64 | 6.63 | 0.00 | 3.77 | 3.74 | 2.69 | 2.34 | 6.03 | 3.66 | 3.60 | 4.16 | 3.86 | 4.60 | 4.70 | 4.20 | 4.65 | 2.42 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) |
-4.38%
Oct 2020 - Oct 2023 |
-0.51%
Oct 2017 - Oct 2022 |
1.70%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATZX (COLUMBIA STRATEGIC MUNICIPAL INCOME FUND COLUMBIA STRATEGIC MUNICIPAL INCOME FUND CLASS Z) |
8.45%
Aug 2013 - Aug 2016 |
7.12%
Jun 2011 - Jun 2016 |
5.82%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart