COLNX vs. LBSAX
Compare and contrast key facts about Columbia Strategic New York Municipal Income Fund (COLNX) and Columbia Dividend Income Fund Class A (LBSAX).
COLNX is managed by Columbia. It was launched on Sep 25, 1986. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
COLNX vs. LBSAX - Performance Comparison
Loading graphics...
COLNX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COLNX Columbia Strategic New York Municipal Income Fund | -0.19% | 3.38% | 2.86% | 7.66% | -14.39% | 3.16% | 4.58% | 8.04% | 0.10% | 4.96% |
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, COLNX achieves a -0.19% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, COLNX has underperformed LBSAX with an annualized return of 1.67%, while LBSAX has yielded a comparatively higher 11.87% annualized return.
COLNX
- 1D
- 0.39%
- 1M
- -1.95%
- YTD
- -0.19%
- 6M
- 0.99%
- 1Y
- 2.95%
- 3Y*
- 3.54%
- 5Y*
- 0.14%
- 10Y*
- 1.67%
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
COLNX vs. LBSAX - Expense Ratio Comparison
COLNX has a 0.78% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
COLNX vs. LBSAX — Risk / Return Rank
COLNX
LBSAX
COLNX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic New York Municipal Income Fund (COLNX) and Columbia Dividend Income Fund Class A (LBSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| COLNX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.20 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.71 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.74 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.76 | 8.03 | -6.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| COLNX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.20 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.79 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.76 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.62 | +0.32 |
Correlation
The correlation between COLNX and LBSAX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
COLNX vs. LBSAX - Dividend Comparison
COLNX's dividend yield for the trailing twelve months is around 3.73%, less than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COLNX Columbia Strategic New York Municipal Income Fund | 3.73% | 4.88% | 3.51% | 3.06% | 2.87% | 3.13% | 3.07% | 4.05% | 3.25% | 3.07% | 3.34% | 3.76% |
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
COLNX vs. LBSAX - Drawdown Comparison
The maximum COLNX drawdown since its inception was -19.97%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for COLNX and LBSAX.
Loading graphics...
Drawdown Indicators
| COLNX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.97% | -47.89% | +27.92% |
Max Drawdown (1Y)Largest decline over 1 year | -6.59% | -10.19% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -19.97% | -17.16% | -2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -19.97% | -32.82% | +12.85% |
Current DrawdownCurrent decline from peak | -2.69% | -3.98% | +1.29% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -5.29% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.20% | +0.31% |
Volatility
COLNX vs. LBSAX - Volatility Comparison
The current volatility for Columbia Strategic New York Municipal Income Fund (COLNX) is 1.36%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 3.47%. This indicates that COLNX experiences smaller price fluctuations and is considered to be less risky than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| COLNX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 3.47% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 7.01% | -4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.64% | 13.68% | -7.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.32% | 13.30% | -7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.08% | 15.69% | -10.61% |