Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBCDX (COLUMBIA TOTAL RETURN BOND 529 PORT C Company) | 0.21% | 4.40% | 4.61% | -0.95% | 1.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBCDX (COLUMBIA TOTAL RETURN BOND 529 PORT C Company) | 10/23/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.40 | 4.61 | -0.95 | 1.58 | NA | NA | … | … | 0.21 | 8.00 | 1.03 | 6.75 | -17.96 | -0.74 | 11.30 | 8.43 | -0.54 | 2.87 | 3.81 | -0.51 | 4.42 | -0.79 |
| Sharpe Ratio | NA | 0.56 | 0.29 | -0.53 | 0.00 | NA | NA | … | … | -0.42 | 1.02 | -0.87 | 0.33 | -2.31 | -0.31 | 1.84 | 1.93 | -0.61 | 0.90 | 1.24 | -0.15 | 2.00 | -2.04 |
| Standard Deviation(%) | NA | 4.32 | 5.92 | 6.49 | 5.33 | NA | NA | … | … | 4.50 | 5.11 | 6.42 | 7.73 | 8.40 | 2.51 | 6.00 | 3.64 | 3.01 | 2.51 | 2.90 | 3.52 | 2.20 | 2.05 |
| Draw Down(%) | NA | 3.02 | 6.44 | 23.41 | 23.41 | NA | NA | … | … | 3.02 | 2.81 | 5.30 | 8.29 | 22.00 | 2.50 | 9.99 | 2.30 | 2.68 | 1.33 | 3.63 | 2.90 | 1.07 | 0.98 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| CBCDX (COLUMBIA TOTAL RETURN BOND 529 PORT C Company) |
-6.67%
Oct 2020 – Oct 2023 |
-1.31%
Oct 2017 – Oct 2022 |
0.79%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCDX (COLUMBIA TOTAL RETURN BOND 529 PORT C Company) |
6.98%
Jul 2018 – Jul 2021 |
5.09%
Dec 2015 – Dec 2020 |
2.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart