Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATKX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 Fund) | 2.88% | 8.89% | 7.73% | 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 |
|---|---|---|
| CATKX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 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 (%) | 0.18 | 8.89 | 7.73 | NA | NA | NA | NA | … | … | 2.88 | 8.86 | 6.79 | 9.32 | -10.45 | 1.10 |
| Sharpe Ratio | NA | 1.81 | 1.07 | NA | NA | NA | NA | … | … | 1.02 | 1.39 | 0.05 | 1.04 | -1.60 | 2.82 |
| Standard Deviation(%) | NA | 3.69 | 4.43 | NA | NA | NA | NA | … | … | 4.46 | 4.40 | 4.18 | 4.93 | 7.42 | 2.40 |
| Draw Down(%) | NA | 2.90 | 4.23 | NA | NA | NA | NA | … | … | 2.90 | 3.84 | 2.18 | 4.23 | 13.57 | 0.55 |
| 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 |
|---|---|---|---|---|
| CATKX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 Fund) |
1.03%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| CATKX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 Fund) |
8.54%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart