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401k Investor
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) 0.42% May 14
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
General Bond | NSTRX (COLUMBIA SHORT TERM BOND FUND COLUMBIA SHORT TERM BOND FUND CLASS A) | 0.0% | Columbia Short Term Bond 529 | 38.83% |
US Equity | MGRIX (MARSICO GROWTH FUND MARSICO GROWTH FUND) | 0.26% | Marsico Growth 529 | 11.01% |
US Equity | LEGAX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS A) | 0.14% | Columbia Growth Stock 529 | 10.76% |
CASH | CASH (CASH) | 0.0% | Columbia Cash Reserves 529 | 0.01% |
Real Estate | CREAX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A) | 1.11% | Columbia Real Estate Equity 529 | 9.86% |
International Equity | LAIAX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS A) | 0.39% | Columbia Acorn International 529 | 14.55% |
International Equity | OPPAX (Oppenheimer Glabal A Fund) | 0.11% | Oppenheimer Global 529 | 14.98% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/14/2024)
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 | 3.8% | 6.4% | -0.7% | 21.3% | 12.6% | 13.1% |
VFINX (Vanguard (S&P 500) Index) | 10.5% | 29.0% | 10.4% | 15.1% | 12.7% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 16.9% | 4.2% | 8.6% | 7.8% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
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 | 3.8 | 6.4 | -0.7 | 21.3 | 12.6 | 13.1 | 10.5 | 9.5 | 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 | 0.33 | 0.57 | -0.39 | 0.53 | 0.43 | NA | NA | 0.43 | 0.72 | -1.59 | 1.55 | 1.71 | 2.65 | -0.77 | 2.53 | 0.49 | 0.04 | 1.07 | 1.67 | 1.81 | -0.05 | 1.38 | 1.67 | -1.13 | -0.01 | 1.73 | 0.94 | 1.92 | 3.13 | -0.48 | -0.6 |
Draw Down(%) | NA | 4.1 | 4.1 | 18.3 | 25.4 | 25.4 | NA | NA | 39.0 | 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 | 7.6 | 4.6 | 7.6 | 36.8 | 26.5 | NA | NA | 19.6 | 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 | 0.05 | 0.13 | -0.1 | 0.42 | 0.24 | NA | NA | 0.16 | 2.11 | -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 | -0.49 | 0.0 | 0.2 | 0.12 | 0.26 | 0.6 | -0.13 | -0.13 |
Alpha | NA | -0.02 | -0.01 | -0.02 | 0.08 | 0.04 | NA | NA | 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 | 0.55 | 0.2 | 0.29 | 0.47 | 0.48 | NA | NA | 0.52 | 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 | 0.71 | 0.26 | 0.44 | 0.03 | 0.05 | NA | NA | 0.14 | 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 | 0.49 | 0.84 | -0.51 | 2.44 | 1.69 | NA | NA | 1.07 | 5.89 | -1.98 | 2.22 | 9.72 | 4.0 | -0.98 | 4.03 | 0.67 | 0.05 | 1.53 | 2.33 | 2.72 | -0.07 | 2.01 | 2.46 | -1.46 | -0.02 | 2.65 | 1.38 | 2.76 | 5.12 | -0.69 | -0.83 |
Yield(%) | N/A | 0.72 | 3.31 | 3.94 | 6.16 | 6.61 | N/A | N/A | 5.43 | 4.38 | 1.88 | 5.33 | 9.39 | 8.68 | 8.55 | 9.83 | 3.96 | 6.58 | 7.01 | 6.33 | 2.96 | 2.63 | 2.3 | 3.12 | 3.0 | 13.28 | 8.06 | 6.12 | 5.34 | 1.91 | 1.36 | 2.24 |
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 | 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 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.