Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAAGX (Columbia Aggressive Growth 529 Port Ag S) | 10.21% | 25.60% | 18.39% | 9.66% | 11.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAGX (Columbia Aggressive Growth 529 Port Ag S) | 10/23/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 25.60 | 18.39 | 9.66 | 11.55 | NA | NA | … | … | 10.21 | 19.06 | 17.21 | 20.79 | -16.58 | 20.51 | 14.77 | 24.91 | -9.01 | 19.76 | 9.16 | -0.95 | 8.01 | 4.37 |
| Sharpe Ratio | NA | 1.99 | 1.14 | 0.45 | 0.60 | NA | NA | … | … | 1.68 | 1.02 | 0.89 | 1.32 | -0.77 | 1.69 | 0.47 | 2.06 | -0.70 | 2.83 | 0.64 | -0.07 | 0.72 | 3.21 |
| Standard Deviation(%) | NA | 11.76 | 13.72 | 15.89 | 16.70 | NA | NA | … | … | 13.77 | 16.22 | 12.11 | 12.61 | 23.37 | 12.12 | 30.83 | 11.39 | 14.77 | 6.80 | 14.04 | 14.58 | 11.16 | 8.02 |
| Draw Down(%) | NA | 8.57 | 16.54 | 24.36 | 33.36 | NA | NA | … | … | 8.57 | 16.54 | 7.71 | 10.81 | 24.18 | 5.86 | 33.36 | 6.69 | 19.19 | 2.15 | 10.88 | 11.73 | 7.98 | 1.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAGX (Columbia Aggressive Growth 529 Port Ag S) |
0.34%
Mar 2017 – Mar 2020 |
2.28%
Mar 2015 – Mar 2020 |
7.82%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAGX (Columbia Aggressive Growth 529 Port Ag S) |
20.06%
Sep 2022 – Sep 2025 |
14.88%
Mar 2020 – Mar 2025 |
11.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart