Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) | 4.91% | 11.66% | 18.49% | 10.07% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) | 08/13/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 11.66 | 18.49 | 10.07 | NA | NA | NA | … | … | 4.91 | 9.49 | 27.09 | 44.57 | -33.19 | 22.00 | 30.69 | 8.42 |
| Sharpe Ratio | NA | 0.74 | 0.96 | 0.35 | NA | NA | NA | … | … | 0.62 | 0.35 | 1.55 | 2.43 | -1.06 | 1.42 | 0.95 | 1.85 |
| Standard Deviation(%) | NA | 14.96 | 17.08 | 21.11 | NA | NA | NA | … | … | 17.37 | 19.35 | 15.80 | 16.78 | 32.62 | 15.50 | 31.93 | 12.04 |
| Draw Down(%) | NA | 16.96 | 20.97 | 37.92 | NA | NA | NA | … | … | 14.17 | 20.97 | 9.24 | 11.72 | 36.74 | 7.63 | 30.22 | 4.15 |
| 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 |
Data as of 06/04/2026, Common starting date is 08/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) |
2.13%
Dec 2019 – Dec 2022 |
7.93%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) |
27.48%
Sep 2022 – Sep 2025 |
16.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart