Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATJX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) | 8.34% | 21.24% | 15.58% | 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 |
|---|---|---|
| CATJX (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 (%) | 0.52 | 21.24 | 15.58 | NA | NA | NA | NA | … | … | 8.34 | 16.43 | 14.29 | 18.04 | -16.54 | 1.56 |
| Sharpe Ratio | NA | 1.99 | 1.16 | NA | NA | NA | NA | … | … | 1.61 | 1.07 | 0.79 | 1.37 | -1.00 | 1.09 |
| Standard Deviation(%) | NA | 9.57 | 11.10 | NA | NA | NA | NA | … | … | 11.31 | 12.90 | 9.80 | 10.18 | 18.03 | 8.86 |
| Draw Down(%) | NA | 7.09 | 13.25 | NA | NA | NA | NA | … | … | 7.09 | 13.08 | 5.64 | 9.43 | 22.45 | 2.77 |
| 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 |
|---|---|---|---|---|
| CATJX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) |
3.54%
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 |
|---|---|---|---|---|
| CATJX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) |
17.23%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart