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CLGAX: Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund (MUTUAL FUND)
Basic Info 11.16 0.01(0.09%) April 24
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 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.8 | 2.2 | -0.6 | 1.0 | 1.1 | 1.1 | 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 | -2.33 | -0.47 | -0.03 | -0.01 | 0.0 | 0.0 | 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 | 1.4 | 2.6 | 62.9 | 62.9 | 62.9 | 62.9 | 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 | 3.0 | 3.2 | 103.8 | 80.5 | 56.9 | 55.6 | 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 | -3.04 | -0.39 | 0.31 | 0.1 | -0.01 | -0.01 | 0.37 | -2.71 | 0.02 | -4.44 | -1.01 | 0.51 | -0.49 | -5.43 | 0.35 | -1.3 | 0.72 |
Alpha | NA | -0.03 | -0.01 | 0.22 | 0.14 | 0.07 | 0.07 | 0.0 | -0.03 | 0.73 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.02 | 0.04 | -0.09 | -0.06 | -0.05 | -0.05 | 0.03 | 0.03 | -0.38 | -0.01 | -0.04 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 |
RSquared | NA | 0.02 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2013
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