Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATMX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 12-13 Fund) | 4.76% | 13.38% | 10.56% | 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 |
|---|---|---|
| CATMX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 12-13 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 (%) | 0.31 | 13.38 | 10.56 | NA | NA | NA | NA | … | … | 4.76 | 11.85 | 8.52 | 12.57 | -14.05 | 1.29 |
| Sharpe Ratio | NA | 1.88 | 1.09 | NA | NA | NA | NA | … | … | 1.28 | 1.20 | 0.42 | 1.21 | -1.36 | 1.74 |
| Standard Deviation(%) | NA | 5.95 | 7.05 | NA | NA | NA | NA | … | … | 7.11 | 7.61 | 6.46 | 6.92 | 11.36 | 4.55 |
| Draw Down(%) | NA | 4.65 | 7.76 | NA | NA | NA | NA | … | … | 4.65 | 7.33 | 3.19 | 6.70 | 18.24 | 1.33 |
| 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 |
|---|---|---|---|---|
| CATMX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 12-13 Fund) |
1.54%
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 |
|---|---|---|---|---|
| CATMX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 12-13 Fund) |
11.82%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart