Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCRCX (Columbia Contrarian Core 529 Port C) | 9.93% | 25.97% | 20.70% | 12.17% | 13.70% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCRCX (Columbia Contrarian Core 529 Port C) | 10/23/2013 | 06/03/2026 |
| 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 (%) | 2.37 | 25.97 | 20.70 | 12.17 | 13.70 | NA | NA | … | … | 9.93 | 17.19 | 21.91 | 30.64 | -19.49 | 14.64 | 20.88 | 31.45 | -10.47 | 20.90 | 7.42 | 0.93 | 13.20 | 6.47 |
| Sharpe Ratio | NA | 1.89 | 1.16 | 0.54 | 0.34 | NA | NA | … | … | 1.39 | 0.77 | 1.43 | 2.02 | -0.85 | 2.52 | 0.62 | 0.09 | -1.86 | 0.24 | -1.96 | -1.06 | -0.45 | 1.58 |
| Standard Deviation(%) | NA | 11.92 | 15.03 | 17.14 | 35.26 | NA | NA | … | … | 13.50 | 19.02 | 12.78 | 13.48 | 24.66 | 13.18 | 33.27 | 96.44 | 17.20 | 7.02 | 13.55 | 16.56 | 11.87 | 9.09 |
| Draw Down(%) | NA | 10.23 | 20.04 | 24.71 | 48.96 | NA | NA | … | … | 10.23 | 20.04 | 8.90 | 9.64 | 24.71 | 4.16 | 32.52 | 48.96 | 21.14 | 2.28 | 10.44 | 12.26 | 8.18 | 1.41 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| CCRCX (Columbia Contrarian Core 529 Port C) |
2.90%
Mar 2017 – Mar 2020 |
4.51%
Mar 2015 – Mar 2020 |
10.34%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRCX (Columbia Contrarian Core 529 Port C) |
24.99%
Dec 2018 – Dec 2021 |
17.28%
Mar 2020 – Mar 2025 |
13.70%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart