Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACGX (Columbia Aggressive Growth 529 Port C St) | 9.85% | 24.65% | 17.67% | 8.84% | 10.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACGX (Columbia Aggressive Growth 529 Port C St) | 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 | 24.65 | 17.67 | 8.84 | 10.71 | NA | NA | … | … | 9.85 | 18.09 | 14.69 | 19.83 | -17.48 | 19.60 | 13.91 | 23.98 | -10.03 | 19.32 | 8.36 | -1.72 | 7.26 | 4.20 |
| Sharpe Ratio | NA | 1.89 | 1.08 | 0.40 | 0.55 | NA | NA | … | … | 1.58 | 0.95 | 0.93 | 1.31 | -0.84 | 1.52 | 0.44 | 1.97 | -0.77 | 2.74 | 0.61 | -0.12 | 0.65 | 3.03 |
| Standard Deviation(%) | NA | 11.71 | 13.62 | 15.63 | 16.58 | NA | NA | … | … | 13.62 | 16.25 | 11.87 | 12.45 | 22.61 | 12.94 | 31.15 | 11.44 | 14.82 | 6.83 | 13.30 | 14.55 | 11.11 | 8.12 |
| Draw Down(%) | NA | 8.64 | 16.70 | 24.66 | 33.40 | NA | NA | … | … | 8.64 | 16.64 | 7.75 | 10.97 | 24.46 | 6.00 | 33.40 | 6.75 | 19.71 | 2.14 | 10.94 | 11.90 | 8.20 | 2.03 |
| 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 |
|---|---|---|---|---|
| CACGX (Columbia Aggressive Growth 529 Port C St) |
-0.41%
Mar 2017 – Mar 2020 |
1.51%
Mar 2015 – Mar 2020 |
7.04%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACGX (Columbia Aggressive Growth 529 Port C St) |
19.16%
Sep 2022 – Sep 2025 |
14.02%
Mar 2020 – Mar 2025 |
11.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart