Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATPX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 Fund) | 2.45% | 7.80% | 6.67% | 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 |
|---|---|---|
| CATPX (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 (%) | 0.19 | 7.80 | 6.67 | NA | NA | NA | NA | … | … | 2.45 | 7.83 | 5.76 | 8.38 | -11.48 | 0.92 |
| Sharpe Ratio | NA | 1.51 | 0.83 | NA | NA | NA | NA | … | … | 0.78 | 1.13 | -0.19 | 0.87 | -1.86 | 2.36 |
| Standard Deviation(%) | NA | 3.69 | 4.43 | NA | NA | NA | NA | … | … | 4.41 | 4.46 | 4.20 | 4.80 | 6.95 | 2.38 |
| Draw Down(%) | NA | 2.92 | 4.50 | NA | NA | NA | NA | … | … | 2.92 | 3.95 | 2.23 | 4.50 | 14.28 | 0.56 |
| 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 |
|---|---|---|---|---|
| CATPX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 Fund) |
0.02%
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 |
|---|---|---|---|---|
| CATPX (Future Scholar 529 College Savings Plan – Columbia Aggressive Track Ages 16-17 Fund) |
7.60%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart