Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATCX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) | 7.98% | 20.30% | 14.71% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATCX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) | 06/23/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 20.30 | 14.71 | NA | NA | NA | NA | … | … | 7.98 | 15.55 | 11.84 | 17.20 | -17.16 | 4.70 |
| Sharpe Ratio | NA | 1.89 | 1.08 | NA | NA | NA | NA | … | … | 1.53 | 1.00 | 0.83 | 1.34 | -1.04 | 0.96 |
| Standard Deviation(%) | NA | 9.58 | 11.11 | NA | NA | NA | NA | … | … | 11.33 | 12.86 | 9.88 | 10.18 | 18.03 | 9.41 |
| Draw Down(%) | NA | 7.18 | 13.42 | NA | NA | NA | NA | … | … | 7.18 | 13.12 | 5.73 | 9.59 | 22.66 | 4.79 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATCX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) |
2.78%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATCX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) |
16.37%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart