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The Columbia D.C. College Savings Plan
The Columbia D.C. College Savings Plan Asset Allocation Composite Moderate
The Columbia D.C. College Savings Plan Asset Allocation Composite Moderate
live (public) 0.03% 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 | CINCX (CALVERT INCOME FUND CLASS I) | 0.13% | Calvert Income Fund – DC 529 | 39.37% |
| US Equity | STFAX (STATE STREET EQUITY 500 INDEX FUND ADMINISTRATIVE SHARES) | 0.27% | State Street Equity Index 500 Fund – DC 529 | 14.35% |
| US Equity | CSVIX (CALVERT SMALL CAP FUND CLASS I) | 0.06% | Calvert Small Cap Value Fund – DC 529 | 10.97% |
| International Equity | CWVIX (CALVERT INTERNATIONAL EQUITY FUND CLASS I) | 0.18% | Calvert World Values International Equity Fund – DC 529 | 35.31% |
* 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 D.C. College Savings Plan Asset Allocation Composite Moderate | 1.7% | 8.7% | 8.7% | 5.5% | 20.6% | 15.2% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 14.9% | 13.9% | 7.1% | 9.4% | 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(%) | 1.0 | 1.7 | 8.7 | 8.7 | 5.5 | 20.6 | 15.2 | 12.0 | 11.2 | 9.5 | 6.1 | 13.0 | -15.9 | 17.3 | 219.5 | 25.4 | -3.1 | 13.8 | 7.6 | -0.3 | 3.8 | 19.3 | 14.1 | -2.6 | 10.8 | 22.5 | -28.9 | 5.9 | 13.0 | 5.8 | 9.2 | 20.8 | 4.5 | 2.3 |
| Sharpe Ratio | NA | -0.08 | 0.66 | 0.49 | 0.19 | 0.57 | NA | NA | 0.45 | 0.73 | 0.33 | 1.09 | -1.25 | 2.1 | 2.22 | 3.6 | -0.48 | 3.02 | 0.89 | -0.04 | 0.6 | 2.64 | 1.73 | -0.18 | 1.01 | 1.51 | -1.4 | 0.29 | 1.41 | 0.65 | 1.2 | 3.73 | 0.74 | -2.43 |
| Draw Down(%) | NA | 8.1 | 8.1 | 11.0 | 20.8 | 25.0 | NA | NA | 41.3 | 9.8 | 5.3 | 10.1 | 20.8 | 4.0 | 25.0 | 2.8 | 10.3 | 1.8 | 6.4 | 7.3 | 5.5 | 5.4 | 6.9 | 14.1 | 9.1 | 15.5 | 36.5 | 6.3 | 6.3 | 4.3 | 5.7 | 2.8 | 4.8 | 0.0 |
| Standard Deviation(%) | NA | 10.7 | 8.8 | 8.7 | 9.8 | 32.1 | NA | NA | 21.7 | 9.1 | 7.7 | 8.5 | 13.8 | 8.2 | 98.7 | 6.7 | 9.3 | 4.4 | 8.3 | 8.5 | 6.3 | 7.3 | 8.1 | 14.8 | 10.6 | 14.8 | 21.4 | 9.6 | 6.8 | 5.5 | 6.8 | 5.4 | 4.5 | 0.0 |
| Treynor Ratio | NA | -0.01 | 0.1 | 0.09 | 0.03 | 0.41 | NA | NA | 0.23 | 0.15 | 0.05 | 0.17 | -0.31 | 0.29 | 7.48 | 0.49 | -0.09 | 0.23 | 0.13 | -0.01 | 0.07 | 0.31 | 0.23 | -0.04 | 0.19 | 0.43 | -0.59 | 0.05 | 0.16 | 0.07 | 0.15 | 2.36 | -0.7 | 13.03 |
| Alpha | NA | -0.05 | -0.03 | -0.01 | -0.01 | 0.07 | NA | NA | 0.04 | 0.0 | -0.02 | -0.01 | -0.03 | 0.01 | 0.71 | 0.04 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.03 | -0.05 | 0.01 | 0.01 | 0.01 | 0.01 | 0.06 | 0.01 | 0.0 |
| Beta | NA | 0.66 | 0.58 | 0.5 | 0.53 | 0.45 | NA | NA | 0.43 | 0.45 | 0.49 | 0.56 | 0.55 | 0.59 | 0.29 | 0.49 | 0.52 | 0.57 | 0.59 | 0.52 | 0.52 | 0.62 | 0.61 | 0.62 | 0.57 | 0.52 | 0.51 | 0.58 | 0.62 | 0.5 | 0.56 | 0.09 | -0.05 | 0.0 |
| RSquared | NA | 0.75 | 0.68 | 0.69 | 0.81 | 0.02 | NA | NA | 0.06 | 0.74 | 0.65 | 0.75 | 0.93 | 0.89 | 0.0 | 0.85 | 0.93 | 0.77 | 0.87 | 0.92 | 0.89 | 0.89 | 0.92 | 0.95 | 0.96 | 0.93 | 0.95 | 0.92 | 0.83 | 0.87 | 0.82 | 0.07 | 0.08 | 0.0 |
| Sortino Ratio | NA | -0.11 | 0.95 | 0.7 | 0.26 | 2.36 | NA | NA | 1.32 | 1.03 | 0.45 | 1.6 | -1.7 | 3.12 | 14.3 | 5.44 | -0.63 | 4.77 | 1.23 | -0.06 | 0.84 | 3.79 | 2.69 | -0.24 | 1.45 | 2.22 | -1.79 | 0.39 | 2.18 | 0.97 | 1.73 | 6.09 | 1.06 | -2.5 |
| Yield(%) | N/A | 0.3 | 4.7 | 3.4 | 3.5 | 11.3 | 11.6 | 11.3 | 4.19 | 4.8 | 2.3 | 2.9 | 1.8 | 5.5 | 5.4 | 3.7 | 4.1 | 4.6 | 3.2 | 7.3 | 3.8 | 5.1 | 3.3 | 3.1 | 1.7 | 3.0 | 3.6 | 6.4 | 6.0 | 3.1 | 2.8 | 5.8 | 6.9 | 2.3 |
| Dividend Growth(%) | N/A | -92.9 | 193.4 | 10.3 | 231.2 | 240.0 | N/A | N/A | N/A | 124.6 | -10.6 | 36.6 | -62.1 | 222.7 | 84.8 | -13.5 | 2.5 | 55.3 | -57.0 | 100.1 | -12.0 | 75.7 | 3.0 | 98.7 | -29.5 | -39.6 | -40.0 | 18.8 | 111.1 | 19.5 | -41.7 | -12.7 | 205.7 | 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 D.C. College Savings Plan. It rebalances once a year.
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