Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCCEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) | 4.58% | 10.80% | 17.60% | 9.23% | 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 |
|---|---|---|
| CCCEX (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 (%) | 0.30 | 10.80 | 17.60 | 9.23 | NA | NA | NA | … | … | 4.58 | 8.73 | 29.89 | 43.49 | -33.70 | 21.17 | 29.62 | 8.09 |
| Sharpe Ratio | NA | 0.69 | 0.90 | 0.31 | NA | NA | NA | … | … | 0.57 | 0.31 | 1.49 | 2.36 | -1.08 | 1.37 | 0.92 | 1.77 |
| Standard Deviation(%) | NA | 14.95 | 17.06 | 21.08 | NA | NA | NA | … | … | 17.37 | 19.35 | 15.79 | 16.77 | 32.57 | 15.43 | 31.96 | 11.99 |
| Draw Down(%) | NA | 17.23 | 21.14 | 38.35 | NA | NA | NA | … | … | 14.35 | 21.14 | 9.33 | 11.81 | 37.12 | 7.67 | 30.27 | 4.24 |
| 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 |
|---|---|---|---|---|
| CCCEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) |
1.36%
Dec 2019 – Dec 2022 |
7.12%
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 |
|---|---|---|---|---|
| CCCEX (Future Scholar 529 College Savings Plan – Clearbridge Large Cap Growth 529 Portfolio Fund) |
26.49%
Sep 2022 – Sep 2025 |
15.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart