Nasdaq - Delayed Quote USD

Columbia Minnesota Tax-Exempt Inst2 (CADOX)

19.88 +0.03 (+0.15%)
At close: September 6 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.49%
5y Average Return 0.42%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Sep 5, 2024) 10.14%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 10.14%
Worst 3Y Total Return -2.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CADOX
Category
YTD
3.07%
0.85%
1-Month
0.84%
0.25%
3-Month
4.42%
1.34%
1-Year
8.13%
3.68%
3-Year
-1.48%
3.93%
5-Year
0.31%
2.46%
10-Year
2.08%
3.57%
Last Bull Market
11.35%
4.91%
Last Bear Market
-5.21%
5.76%

Annual Total Return (%) History

Year
CADOX
Category
2024
--
--
2023
5.29%
--
2022
-12.03%
--
2021
1.90%
--
2020
4.53%
3.71%
2019
7.67%
6.35%
2018
0.51%
0.37%
2017
5.39%
4.38%

2016
0.35%
-0.13%
2015
3.63%
2.75%
2014
10.14%
8.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.23% 1.08% -- --
2023 2.45% -0.53% -5.14% 8.92%
2022 -6.73% -5.21% -5.06% 4.80%
2021 -0.53% 1.82% -0.41% 1.01%
2020 -1.52% 2.34% 1.69% 2.00%
2019 2.86% 2.25% 1.83% 0.52%
2018 -1.07% 0.62% -0.29% 1.27%
2017 1.19% 2.09% 0.96% 1.06%
2016 1.62% 2.67% -0.41% -3.41%
2015 0.92% -0.33% 1.52% 1.48%

2014 3.70% 2.68% 1.90% 1.51%

Rank in Category (By Total Return)

YTD 16
1-Month 29
3-Month 2
1-Year 8
3-Year 79
5-Year 68

Load Adjusted Returns

1-Year 8.13%
3-Year -1.48%
5-Year 0.31%
10-Year 2.08%

Performance & Risk

YTD Return 3.49%
5y Average Return 0.42%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Muni Minnesota
Fund Family Columbia Threadneedle
Net Assets 525.17M
YTD Return 3.07%
Yield 3.33%
Morningstar Rating
Inception Date Mar 19, 2013

Fund Summary

Under normal market circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal obligations that are generally exempt from U.S. federal income tax as well as from Minnesota State and local income tax. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity. The fund is non-diversified.

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