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CMVAX: Columbia Moderately Conserv 529 Port Ag (MUTUAL FUND)
Basic Info 26.92 0.01(0.04%) July 18
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 10/22/2013 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/11/2025)
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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 4.7 | 6.3 | 7.4 | 4.3 | 4.4 | 4.3 | 7.7 | 10.6 | -12.8 | 6.1 | 9.4 | 12.2 | -2.6 | 7.8 | 5.3 | -0.9 | 4.6 | 1.1 | 28.3 | -37.8 | 0.8 | 13.8 | 8.5 |
| Sharpe Ratio | NA | 0.93 | 0.6 | 0.58 | 0.06 | 0.11 | 0.12 | 0.21 | 1.08 | -1.48 | 0.07 | 0.93 | 3.18 | -0.77 | 3.23 | 1.17 | -0.2 | 1.28 | 2.09 | 0.96 | -1.01 | -0.14 | 1.08 | 0.63 |
| Draw Down(%) | NA | 5.5 | 5.8 | 9.0 | 30.9 | 30.9 | 30.9 | 2.8 | 5.6 | 16.3 | 30.9 | 12.7 | 1.4 | 6.4 | 0.8 | 3.2 | 4.6 | 2.4 | 0.7 | 24.9 | 49.9 | 12.0 | 8.3 | 7.4 |
| Standard Deviation(%) | NA | 7.3 | 6.4 | 6.9 | 39.6 | 28.2 | 26.1 | 5.4 | 5.9 | 9.6 | 87.8 | 9.8 | 3.4 | 5.1 | 2.2 | 4.4 | 4.7 | 3.6 | 2.8 | 29.5 | 38.2 | 15.2 | 9.8 | 10.9 |
| Treynor Ratio | NA | 0.22 | 0.13 | 0.14 | 0.08 | 0.12 | 0.13 | 0.04 | 0.31 | -0.56 | -0.88 | 0.38 | 0.5 | -0.18 | 0.43 | 0.23 | -0.04 | 0.28 | 0.24 | 0.32 | -0.46 | -0.03 | 0.15 | 0.09 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | -0.01 | 0.01 | -0.04 | 0.18 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 | 0.01 | -0.02 |
| Beta | NA | 0.3 | 0.29 | 0.28 | 0.28 | 0.25 | 0.25 | 0.3 | 0.21 | 0.26 | -0.07 | 0.24 | 0.22 | 0.22 | 0.17 | 0.22 | 0.26 | 0.16 | 0.24 | 0.88 | 0.83 | 0.87 | 0.69 | 0.79 |
| RSquared | NA | 0.83 | 0.71 | 0.53 | 0.02 | 0.03 | 0.03 | 0.49 | 0.29 | 0.47 | 0.0 | 0.79 | 0.67 | 0.5 | 0.34 | 0.61 | 0.72 | 0.32 | 0.7 | 0.95 | 0.95 | 0.9 | 0.78 | 0.77 |
| 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 | N/A | N/A | N/A | N/A | N/A |
| 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 | 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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See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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