Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATLX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) | 8.44% | 21.51% | 15.86% | 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 |
|---|---|---|
| CATLX (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 (%) | 0.51 | 21.51 | 15.86 | NA | NA | NA | NA | … | … | 8.44 | 16.76 | 14.54 | 18.38 | -16.35 | 1.60 |
| Sharpe Ratio | NA | 2.03 | 1.18 | NA | NA | NA | NA | … | … | 1.64 | 1.10 | 0.82 | 1.39 | -0.99 | 1.14 |
| Standard Deviation(%) | NA | 9.53 | 11.11 | NA | NA | NA | NA | … | … | 11.30 | 12.86 | 9.85 | 10.23 | 17.97 | 8.74 |
| Draw Down(%) | NA | 7.08 | 13.14 | NA | NA | NA | NA | … | … | 7.08 | 13.02 | 5.66 | 9.38 | 22.11 | 2.76 |
| 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 |
|---|---|---|---|---|
| CATLX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) |
3.78%
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 |
|---|---|---|---|---|
| CATLX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 6-7 Fund) |
17.53%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart