CSMYX Performance — Columbia Short Duration Municipal Bond Fund, Institutional 3 Class
Data updated: 2026-09-28
CSMYX returned +0.97% year to date and +2.75% over one year to Jul 2026. Annualised returns are +3.37% over 3 years and +1.68% over 5 years. Against its Short-Term Municipal Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $110, against $110 for the category, and to $103 over one year, against $103. Volatility over the past three years was 2.12% a year. In the 12 months to Jul 2026 the fund lost a net $63.1M, and assets reached $257.10M.
CSMYX Growth of $100
What $100 invested in Columbia Short Duration Municipal Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Municipal Bond category average over the same months.
| Period | CSMYX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $103 | $103 |
| 3 years (Aug 2023 – Jul 2026) | $110 | $110 |
| 5 years (Aug 2021 – Jul 2026) | $109 | $108 |
| Since data start (Aug 2019 – Jul 2026) | $113 | $112 |
CSMYX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.97% |
| 1 year | +2.75% |
| 3 years (annualised) | +3.37% |
| 5 years (annualised) | +1.68% |
CSMYX Annual Returns
Calendar-year total returns of Columbia Short Duration Municipal Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +0.97% |
| 2025 | +4.35% |
| 2024 | +2.48% |
| 2023 | +3.91% |
| 2022 | −2.91% |
| 2021 | +0.65% |
| 2020 | +2.05% |
| 2019 (Aug–Dec) | +0.69% |
CSMYX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | +0.6% | −1.0% | +0.4% | +0.3% | +0.4% | −0.3% | — | — | — | — | — |
| 2025 | +0.7% | +0.6% | −0.3% | −0.2% | +0.6% | +0.7% | +0.5% | +0.7% | +0.5% | +0.1% | +0.2% | +0.2% |
| 2024 | 0.0% | +0.1% | 0.0% | −0.3% | −0.2% | +0.8% | +0.8% | +0.9% | +0.5% | −0.5% | +0.6% | −0.4% |
| 2023 | +1.3% | −1.1% | +1.3% | −0.2% | −0.4% | +0.6% | +0.2% | −0.1% | −0.9% | −0.1% | +2.2% | +1.1% |
| 2022 | −1.4% | −0.3% | −1.2% | −0.8% | +0.8% | −0.3% | +0.9% | −0.9% | −1.4% | −0.1% | +1.6% | +0.2% |
| 2021 | +0.2% | −0.4% | +0.2% | +0.3% | +0.1% | +0.1% | +0.4% | −0.1% | −0.3% | −0.1% | +0.3% | +0.1% |
| 2020 | +0.6% | +0.4% | −1.8% | −0.3% | +1.1% | +0.5% | +0.6% | 0.0% | +0.1% | 0.0% | +0.4% | +0.3% |
| 2019 | — | — | — | — | — | — | — | +0.4% | −0.2% | +0.2% | +0.1% | +0.2% |
CSMYX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 2.12%
- 3-year Sharpe ratio: -0.54 (vs 4.5% risk-free rate)
- Best month: +2.25% (Nov 2023)
- Worst month: −1.00% (Mar 2026)
CSMYX Fund Flows
Monthly money in and out of Columbia Short Duration Municipal Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$63.1M
- 12-month gross sales (incl. reinvestments): $79.5M
- Sales ÷ redemptions: 0.56×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $9.1M | $5.0M | $4.0M |
| Jun 2026 | $27.0M | $21.0M | $6.0M |
| May 2026 | $5.4M | $5.7M | −$294K |
| Apr 2026 | $2.4M | $5.0M | −$2.6M |
| Mar 2026 | $4.1M | $12.2M | −$8.1M |
| Feb 2026 | $2.7M | $44.4M | −$41.7M |
| Jan 2026 | $4.0M | $5.6M | −$1.6M |
| Dec 2025 | $5.0M | $7.3M | −$2.3M |
| Nov 2025 | $4.1M | $5.3M | −$1.2M |
| Oct 2025 | $2.6M | $6.8M | −$4.2M |
| Sep 2025 | $3.8M | $15.8M | −$12.1M |
| Aug 2025 | $9.3M | $8.4M | $911K |
CSMYX Assets Under Management
Net assets of Columbia Short Duration Municipal Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $257.10M |
| 2026-04-30 | $248.68M |
| 2026-01-31 | $302.84M |
| 2025-10-31 | $306.68M |
| 2025-07-31 | $320.37M |
| 2025-04-30 | $294.10M |
| 2025-01-31 | $300.01M |
| 2024-10-31 | $304.63M |
| 2024-07-31 | $320.45M |
| 2024-04-30 | $331.56M |
| 2024-01-31 | $360.04M |
| 2023-10-31 | $412.68M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.