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CLGCX: Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund (MUTUAL FUND)
Basic Info 10.88 0.01(0.09%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (26%) |
Start Date: | 10/22/2013 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
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(%) | -0.2 | -0.9 | 2.3 | -0.6 | 1.0 | 0.9 | 0.9 | 5.6 | -6.6 | -0.7 | 5.0 | 5.1 | 0.6 | 1.7 | 1.5 | -1.4 | 0.6 | -0.3 |
Sharpe Ratio | NA | -1.9 | -0.55 | -0.84 | -0.01 | 0.0 | 0.0 | 0.37 | -2.13 | -0.82 | 1.61 | -0.15 | -13.61 | -12.72 | -21.42 | -11.73 | -19.61 | -26.17 |
Draw Down(%) | NA | 1.4 | 2.5 | 9.5 | 60.5 | 60.5 | 60.5 | 2.5 | 8.8 | 1.8 | 4.1 | 58.5 | 1.1 | 0.6 | 1.8 | 1.9 | 0.4 | 0.4 |
Standard Deviation(%) | NA | 3.3 | 3.3 | 3.3 | 56.2 | 39.6 | 38.7 | 3.6 | 3.8 | 1.8 | 2.9 | 124.7 | 1.5 | 1.4 | 1.5 | 1.7 | 0.9 | 1.0 |
Treynor Ratio | NA | -2.19 | -0.44 | -1.07 | 0.39 | 0.09 | 0.07 | 0.42 | -2.86 | -0.43 | 6.28 | 0.45 | -32.22 | 9.82 | 19.62 | 10.77 | 12.35 | 34.07 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.07 | 0.03 | 0.03 | 0.0 | -0.03 | -0.01 | 0.02 | 0.29 | -0.08 | -0.06 | -0.12 | -0.08 | -0.07 | -0.1 |
Beta | NA | 0.03 | 0.04 | 0.03 | -0.01 | -0.01 | -0.01 | 0.03 | 0.03 | 0.03 | 0.01 | -0.41 | 0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 |
RSquared | NA | 0.02 | 0.05 | 0.04 | 0.0 | 0.0 | 0.0 | 0.03 | 0.08 | 0.21 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.03 | 0.05 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2013
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