Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBADX (Columbia Total Return Bond 529 Port Ag) | 0.04% | 4.62% | 5.10% | -0.46% | 2.15% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBADX (Columbia Total Return Bond 529 Port Ag) | 10/23/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 4.62 | 5.10 | -0.46 | 2.15 | NA | NA | … | … | 0.04 | 8.57 | 1.68 | 7.36 | -17.57 | -0.13 | 11.92 | 9.12 | 0.16 | 3.53 | 4.44 | 0.06 | 5.03 | -0.66 |
| Sharpe Ratio | NA | 0.73 | 0.40 | -0.44 | 0.11 | NA | NA | … | … | -0.27 | 1.15 | -0.77 | 0.40 | -2.26 | -0.06 | 1.94 | 2.13 | -0.39 | 1.16 | 1.48 | 0.01 | 2.31 | -1.65 |
| Standard Deviation(%) | NA | 4.27 | 5.90 | 6.49 | 5.32 | NA | NA | … | … | 4.43 | 5.08 | 6.38 | 7.77 | 8.42 | 2.49 | 6.01 | 3.61 | 2.95 | 2.52 | 2.87 | 3.59 | 2.17 | 2.15 |
| Draw Down(%) | NA | 2.89 | 6.31 | 22.91 | 22.91 | NA | NA | … | … | 2.89 | 2.83 | 5.17 | 7.91 | 21.67 | 2.36 | 9.97 | 2.23 | 2.19 | 1.31 | 3.49 | 2.76 | 1.04 | 0.90 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBADX (Columbia Total Return Bond 529 Port Ag) |
-6.13%
Oct 2020 – Oct 2023 |
-0.71%
Oct 2017 – Oct 2022 |
1.41%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBADX (Columbia Total Return Bond 529 Port Ag) |
7.63%
Jul 2018 – Jul 2021 |
5.75%
Dec 2015 – Dec 2020 |
2.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart