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CLGAX: Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund (MUTUAL FUND)
Basic Info 11.98 0.01(0.08%) June 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 10/22/2013 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 3.3 | 5.4 | 3.8 | 1.1 | 1.8 | 1.6 | 3.0 | 5.4 | -6.6 | -0.9 | 5.0 | 5.1 | 0.7 | 1.7 | 1.9 | -0.8 | 1.2 | -0.2 |
| Sharpe Ratio | NA | 1.39 | 0.8 | 0.17 | -0.01 | 0.01 | 0.01 | -1.33 | 0.32 | -2.18 | 0.0 | 1.65 | 1.96 | -0.44 | 0.78 | 1.11 | -0.47 | 1.21 | -1.0 |
| Draw Down(%) | NA | 1.2 | 2.0 | 4.3 | 62.9 | 62.9 | 62.9 | 1.6 | 2.6 | 8.8 | 59.3 | 4.1 | 1.1 | 1.1 | 0.7 | 1.8 | 1.5 | 0.4 | 0.3 |
| Standard Deviation(%) | NA | 2.6 | 2.6 | 3.2 | 80.6 | 56.9 | 52.7 | 2.7 | 3.7 | 3.7 | 181.0 | 2.9 | 1.9 | 1.5 | 1.3 | 1.5 | 1.7 | 1.0 | 1.1 |
| Treynor Ratio | NA | -10.65 | -5.61 | 0.24 | 0.16 | -0.09 | -0.09 | -2.51 | 0.37 | -2.71 | 0.02 | -4.44 | -1.01 | 0.51 | -0.49 | -5.43 | 0.35 | -1.3 | 0.72 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.14 | 0.07 | 0.06 | -0.01 | 0.0 | -0.03 | 0.73 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.0 | 0.0 | 0.02 | -0.06 | -0.04 | -0.04 | 0.01 | 0.03 | 0.03 | -0.38 | -0.01 | -0.04 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 |
| RSquared | NA | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.09 | 0.0 | 0.02 | 0.12 | 0.03 | 0.02 | 0.0 | 0.05 | 0.02 | 0.02 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2013
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
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- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.76% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.56% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.19% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.70% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.27% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.48% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.48% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.52% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.46% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.56% (99%)
- VUG (Vanguard Growth ETF) 0.46% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.68% (99%)
- QQQQ (PowerShares QQQ) 0.65% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.48% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.71% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 1.35% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.44% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.34% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.73% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.38% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.75% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.67% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.65% (97%)
- GAM (General American Investors Closed Fund) 0.65% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 1.96% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 1.91% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.38% (22%)
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