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The Columbia Nevada 529 College Savings Plan
The Columbia Nevada 529 College Savings Plan Asset Allocation Composite Moderate
The Columbia Nevada 529 College Savings Plan Asset Allocation Composite Moderate
live (public) 0.07% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | LIBAX (COLUMBIA TOTAL RETURN BOND FUND COLUMBIA TOTAL RETURN BOND FUND CLASS A) | 0.10% | Columbia Intermediate Bond 529 | 39.80% |
| US Equity | CBSAX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS A) | 1.39% | Columbia Mid Cap Growth 529 | 11.46% |
| US Equity | MFOCX (MARSICO FOCUS FUND MARSICO FOCUS FUND) | 0.36% | Marsico Focus 529 | 10.95% |
| Real Estate | CREAX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A) | 0.31% | Columbia Real Estate Equity 529 | 9.28% |
| International Equity | LAIAX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS A) | 0.0% | Columbia Acorn International 529 | 13.12% |
| International Equity | OPPAX (Oppenheimer Global A Fund) | 0.23% | Oppenheimer Global 529 | 14.79% |
| REINVEST | MGRIX (MARSICO GROWTH FUND MARSICO GROWTH FUND) | 0.75% | Marsico Growth 529 | 0.88% |
| CASH | CASH (CASH) | 0.0% | Columbia Cash Reserves 529 | -0.28% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Columbia Nevada 529 College Savings Plan Asset Allocation Composite Moderate | 2.6% | 7.7% | 6.3% | 2.3% | 13.8% | 10.7% |
| VFINX (Vanguard (S&P 500) Index) | 9.1% | 24.3% | 21.1% | 13.3% | 15.3% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 16.4% | 14.1% | 7.3% | 9.6% | 9.3% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 2.6 | 7.7 | 6.3 | 2.3 | 13.8 | 10.7 | 9.6 | 9.3 | 4.8 | 7.4 | 4.5 | -15.8 | 11.4 | 138.1 | 19.1 | -5.5 | 10.7 | 4.1 | 0.3 | 7.1 | 11.7 | 13.4 | -0.7 | 17.6 | 30.6 | -24.9 | 2.9 | 16.7 | 8.2 | 15.1 | 24.4 | -4.2 | -4.2 |
| Sharpe Ratio | NA | 0.23 | 1.02 | 0.35 | -0.08 | 0.44 | NA | NA | 0.42 | 0.19 | 0.42 | 2.37 | -1.59 | 1.55 | 1.71 | 2.64 | -0.77 | 2.52 | 0.49 | 0.04 | 1.07 | 1.67 | 1.81 | -0.05 | 1.38 | 1.67 | -1.14 | -0.03 | 1.71 | 0.93 | 1.92 | 3.12 | -0.49 | -0.61 |
| Draw Down(%) | NA | 7.5 | 7.5 | 15.8 | 18.3 | 25.4 | NA | NA | 39.0 | 13.2 | 6.5 | 0.0 | 18.3 | 5.9 | 25.4 | 2.9 | 12.5 | 1.9 | 7.6 | 7.8 | 4.9 | 7.2 | 6.3 | 14.4 | 9.7 | 15.8 | 36.1 | 7.1 | 8.3 | 4.6 | 6.3 | 4.7 | 13.0 | 15.7 |
| Standard Deviation(%) | NA | 12.0 | 9.4 | 8.9 | 8.9 | 26.5 | NA | NA | 19.0 | 10.4 | 8.8 | 0.4 | 10.9 | 7.3 | 80.8 | 6.7 | 8.9 | 4.0 | 7.8 | 8.0 | 6.7 | 7.0 | 7.3 | 14.9 | 12.7 | 18.3 | 22.7 | 10.4 | 7.8 | 6.4 | 7.4 | 7.6 | 11.0 | 10.8 |
| Treynor Ratio | NA | 0.04 | 0.14 | 0.06 | -0.02 | 0.24 | NA | NA | 0.15 | 0.03 | 0.06 | 6.96 | -0.54 | 0.23 | 2.27 | 0.4 | -0.14 | 0.22 | 0.07 | 0.01 | 0.14 | 0.2 | 0.25 | -0.01 | 0.26 | 0.48 | -0.5 | 0.0 | 0.2 | 0.11 | 0.26 | 0.6 | -0.14 | -0.14 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | -0.02 | 0.04 | NA | NA | 0.02 | -0.02 | -0.03 | 0.0 | -0.05 | 0.0 | 0.46 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | -0.01 | 0.03 | 0.05 | -0.02 | 0.0 | 0.02 | 0.02 | 0.04 | 0.05 | 0.02 | 0.0 |
| Beta | NA | 0.79 | 0.68 | 0.53 | 0.41 | 0.5 | NA | NA | 0.52 | 0.57 | 0.64 | 0.0 | 0.32 | 0.49 | 0.61 | 0.44 | 0.49 | 0.45 | 0.53 | 0.47 | 0.5 | 0.58 | 0.54 | 0.62 | 0.67 | 0.63 | 0.52 | 0.6 | 0.67 | 0.52 | 0.54 | 0.39 | 0.39 | 0.49 |
| RSquared | NA | 0.85 | 0.81 | 0.72 | 0.59 | 0.05 | NA | NA | 0.15 | 0.89 | 0.78 | 0.0 | 0.5 | 0.78 | 0.03 | 0.68 | 0.88 | 0.57 | 0.8 | 0.83 | 0.72 | 0.84 | 0.88 | 0.93 | 0.9 | 0.89 | 0.89 | 0.86 | 0.74 | 0.69 | 0.66 | 0.78 | 0.87 | 0.94 |
| Sortino Ratio | NA | 0.35 | 1.51 | 0.49 | -0.1 | 1.63 | NA | NA | 1.01 | 0.26 | 0.57 | 14.14 | -1.98 | 2.22 | 9.72 | 3.99 | -0.99 | 4.02 | 0.67 | 0.05 | 1.53 | 2.33 | 2.72 | -0.07 | 2.01 | 2.46 | -1.46 | -0.04 | 2.61 | 1.36 | 2.75 | 5.11 | -0.7 | -0.84 |
| Yield(%) | N/A | 0.3 | 8.3 | 6.1 | 4.9 | 12.5 | 12.5 | 14.3 | 5.43 | 8.0 | 6.1 | 4.4 | 1.9 | 5.3 | 9.4 | 8.7 | 8.5 | 9.8 | 4.0 | 6.6 | 7.0 | 6.3 | 3.0 | 2.6 | 2.3 | 3.1 | 3.0 | 13.3 | 8.1 | 6.1 | 5.3 | 1.9 | 1.4 | 2.2 |
| Dividend Growth(%) | N/A | -96.2 | 50.2 | 36.5 | 68.7 | 216.8 | N/A | N/A | N/A | 40.3 | 46.5 | 96.9 | -60.5 | 33.6 | 29.7 | -4.7 | -3.7 | 161.7 | -40.3 | 1.4 | 21.7 | 142.7 | 11.9 | 34.2 | -3.4 | -20.9 | -76.9 | 90.1 | 45.3 | 30.9 | 244.2 | 35.7 | -41.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
This portfolio belongs to The Columbia Nevada 529 College Savings Plan. It rebalances once a year.
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