Columbia Strategic California Municipal Income Fund (CLMPX)
The investment seeks total return, with a focus on income exempt from federal income tax and California individual income tax and capital appreciation. The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and California individual income tax.
Fund Info
US19765L1089
19765L108
Jun 15, 1986
$2,000
Expense Ratio
CLMPX has an expense ratio of 0.73%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Strategic California Municipal Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Strategic California Municipal Income Fund (CLMPX) returned -2.12% year-to-date (YTD) and 0.59% over the past 12 months. Over the past 10 years, CLMPX returned 1.43% annually, underperforming the S&P 500 benchmark at 10.43%.
CLMPX
-2.12%
1.24%
-1.69%
0.59%
0.48%
1.43%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of CLMPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.26% | 1.43% | -1.91% | -1.73% | -0.15% | -2.12% | |||||||
| 2024 | 0.00% | 0.24% | 0.56% | -1.58% | 0.34% | 2.53% | 1.00% | 0.69% | 1.49% | -1.56% | 1.69% | -1.89% | 3.46% |
| 2023 | 4.51% | -3.42% | 1.56% | -0.06% | -0.92% | 0.90% | 0.22% | -1.92% | -3.64% | -2.19% | 8.57% | 3.66% | 6.80% |
| 2022 | -3.35% | -0.73% | -3.89% | -3.81% | 1.72% | -3.91% | 3.89% | -2.88% | -5.93% | -1.53% | 6.59% | -0.24% | -13.83% |
| 2021 | 0.72% | -1.65% | 0.79% | 1.04% | 0.58% | 0.50% | 0.86% | -0.56% | -1.05% | -0.36% | 0.99% | 0.13% | 1.96% |
| 2020 | 2.17% | 1.86% | -5.30% | -2.43% | 3.92% | 1.40% | 1.77% | -0.56% | -0.08% | -0.24% | 1.90% | 0.85% | 5.05% |
| 2019 | 0.43% | 0.54% | 1.77% | 0.41% | 1.60% | 0.39% | 0.52% | 1.68% | -0.89% | -0.26% | -0.13% | 0.05% | 6.25% |
| 2018 | -1.01% | -0.39% | 0.30% | -0.37% | 1.23% | 0.03% | 0.16% | 0.16% | -0.64% | -0.91% | 0.51% | 0.98% | 0.05% |
| 2017 | 0.45% | 0.69% | 0.18% | 0.70% | 1.63% | 0.01% | 0.56% | 0.82% | -0.36% | 0.30% | -0.42% | 0.95% | 5.64% |
| 2016 | 0.95% | 0.18% | 0.57% | 0.80% | 0.67% | 1.64% | -0.07% | 0.16% | -0.43% | -1.19% | -4.40% | 0.72% | -0.54% |
| 2015 | 1.83% | -1.06% | 0.45% | -0.69% | -0.31% | -0.20% | 0.83% | 0.32% | 0.57% | 0.44% | 0.17% | 0.95% | 3.33% |
| 2014 | 2.66% | 1.51% | 0.35% | 1.38% | 1.77% | -0.05% | 0.22% | 1.48% | 0.82% | 0.83% | 0.20% | 0.75% | 12.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CLMPX is 30, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Strategic California Municipal Income Fund (CLMPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Strategic California Municipal Income Fund provided a 3.31% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.86 | $0.93 | $0.92 | $0.86 | $0.81 | $0.90 | $0.80 | $1.04 | $1.16 | $1.26 | $1.27 | $1.39 |
Dividend yield | 3.31% | 3.48% | 3.42% | 3.29% | 2.59% | 2.85% | 2.60% | 3.51% | 3.77% | 4.16% | 4.02% | 4.34% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Strategic California Municipal Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.08 | $0.07 | $0.08 | $0.00 | $0.00 | $0.24 | |||||||
| 2024 | $0.08 | $0.07 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.93 |
| 2023 | $0.08 | $0.07 | $0.08 | $0.08 | $0.08 | $0.07 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.92 |
| 2022 | $0.06 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.08 | $0.07 | $0.07 | $0.08 | $0.07 | $0.08 | $0.86 |
| 2021 | $0.07 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.14 | $0.81 |
| 2020 | $0.07 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.05 | $0.06 | $0.07 | $0.18 | $0.90 |
| 2019 | $0.09 | $0.08 | $0.09 | $0.08 | $0.09 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.80 |
| 2018 | $0.09 | $0.08 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.07 | $0.09 | $1.04 |
| 2017 | $0.10 | $0.09 | $0.10 | $0.09 | $0.10 | $0.08 | $0.09 | $0.09 | $0.09 | $0.09 | $0.15 | $0.09 | $1.16 |
| 2016 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.09 | $0.10 | $0.09 | $0.10 | $0.10 | $0.20 | $0.10 | $1.26 |
| 2015 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.17 | $0.10 | $1.27 |
| 2014 | $0.11 | $0.10 | $0.11 | $0.10 | $0.11 | $0.10 | $0.11 | $0.10 | $0.10 | $0.10 | $0.10 | $0.24 | $1.39 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Strategic California Municipal Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Strategic California Municipal Income Fund was 21.92%, occurring on Oct 19, 1987. Recovery took 2514 trading sessions.
The current Columbia Strategic California Municipal Income Fund drawdown is 7.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.92% | Mar 9, 1987 | 161 | Oct 19, 1987 | 2514 | Jun 6, 1997 | 2675 |
| -20.45% | Aug 6, 2021 | 308 | Oct 25, 2022 | — | — | — |
| -13.89% | Mar 10, 2020 | 9 | Mar 20, 2020 | 178 | Dec 2, 2020 | 187 |
| -13.5% | Jan 24, 2008 | 185 | Oct 16, 2008 | 217 | Aug 27, 2009 | 402 |
| -9.74% | Sep 1, 2010 | 96 | Jan 18, 2011 | 136 | Aug 2, 2011 | 232 |
Volatility
Volatility Chart
The current Columbia Strategic California Municipal Income Fund volatility is 4.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.