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Columbia Tax-Exempt A (COLTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.68+0.01 (+0.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.58%
5-Year Average Return0.63%
Number of Years Up39
Number of Years Down6
Best 1 Yr Total Return (May 1, 2024)14.83%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return14.83%
Worst 3-Yr Total Return-2.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCOLTXCategory
YTD0.47%2.30%
1-Month0.22%0.50%
3-Month0.47%2.43%
1-Year4.60%6.88%
3-Year-1.07%5.62%
5-Year0.97%3.37%
10-Year2.42%4.67%
Last Bull Market5.79%6.75%
Last Bear Market-5.23%6.47%

Annual Total Return (%) History

Year
COLTXCategory
2024
N/AN/A
2023
6.92%N/A
2022
-12.37%N/A
2021
3.01%N/A
2020
3.37%5.36%
2019
7.85%8.37%
2018
0.54%0.27%
2017
6.14%5.71%
2016
-0.56%0.00%
2015
3.56%3.07%
2014
11.00%10.58%
2013
-3.41%-4.59%
2012
8.99%8.87%
2011
11.95%10.64%
2010
1.86%1.65%
2009
14.83%17.30%
2008
-7.19%-9.45%
2007
2.18%1.27%
2006
5.56%4.57%
2005
4.03%3.10%
2004
4.57%3.77%
2003
6.15%4.90%
2002
9.62%8.45%
2001
3.12%3.92%
2000
10.91%11.24%
1999
-4.93%-4.70%
1998
6.63%5.43%
1997
9.61%9.12%
1996
2.60%3.48%
1995
17.76%17.06%
1994
-6.28%-6.32%
1993
10.75%12.44%
1992
8.27%8.91%
1991
11.74%11.89%
1990
6.44%6.40%
1989
8.08%9.69%
1988
10.40%11.46%
1987
0.45%-0.89%
1986
16.31%18.10%
1985
19.74%19.80%
1984
16.26%9.27%
1983
12.18%10.81%
1982
24.15%40.04%
1981
17.66%-6.46%
1980
11.06%-10.77%
1979
1.04%-1.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.47%N/AN/AN/A
20232.70%0.52%-4.87%8.88%
2022-6.75%-5.23%-4.37%3.69%
20210.16%2.31%-0.51%1.04%
2020-2.55%1.68%1.64%2.64%
20192.99%2.33%1.86%0.47%
2018-0.94%0.89%-0.25%0.85%
20171.47%1.79%1.42%1.32%
20161.08%3.15%-0.09%-4.54%
20151.32%-1.17%1.56%1.83%
20143.84%2.87%2.16%1.71%
20130.48%-3.54%-0.77%0.42%
20122.74%2.39%2.65%0.92%
20110.14%5.14%4.05%2.19%
20101.43%2.34%4.36%-5.98%
20094.46%2.56%8.66%-1.37%
2008-1.78%0.65%-3.75%-2.45%
20070.57%-1.05%2.01%0.65%
20060.15%-0.14%4.44%1.07%
2005-0.51%4.19%-0.62%0.99%
20041.50%-3.01%4.72%1.43%
20031.16%3.82%-0.49%1.56%
20020.39%4.24%5.28%-0.50%
20011.57%-0.25%3.58%-1.73%
20001.98%1.14%2.03%5.39%
19990.21%-2.01%-1.51%-1.69%
19980.53%1.74%3.91%0.34%
1997-0.47%3.05%3.60%3.16%
1996-2.32%0.47%2.14%2.35%
19957.72%1.43%2.11%5.56%
1994-5.42%0.45%0.40%-1.74%
19933.30%2.65%3.25%1.17%
1992-0.08%3.48%2.63%2.02%
19911.71%2.18%3.74%3.64%
19900.54%2.11%0.45%3.21%
19890.76%4.29%0.22%2.63%
19883.22%2.52%2.28%2.00%
19872.51%-2.96%-2.24%3.29%
19868.33%-0.27%4.26%3.26%
19853.64%7.50%0.15%7.31%
1984-1.30%1.07%11.18%4.83%
19834.00%3.06%5.51%-0.80%
19824.18%1.30%8.34%8.59%
19815.58%6.42%-2.48%7.39%
1980-7.67%20.61%-2.12%1.89%
19794.17%1.14%-0.99%-3.14%

Rank In Category (By Total Return)

YTD21
1-Month28
3-Month21
1-Year34
3-Year65
5-Year76

Load Adjusted Returns

1-Year1.46%
3-Year-2.07%
5-Year0.36%
10-Year2.11%