Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCREX (Columbia Contrarian Core 529 Port E) | 9.90% | 26.40% | 21.70% | 12.99% | 14.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCREX (Columbia Contrarian Core 529 Port E) | 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 (%) | 1.11 | 26.40 | 21.70 | 12.99 | 14.75 | NA | NA | … | … | 9.90 | 18.45 | 26.09 | 32.06 | -18.80 | 24.48 | 22.05 | 32.79 | -9.11 | 21.57 | 8.46 | 1.94 | 14.98 | 6.59 |
| Sharpe Ratio | NA | 2.06 | 1.26 | 0.61 | 0.72 | NA | NA | … | … | 1.67 | 0.83 | 1.53 | 2.03 | -0.81 | 1.94 | 0.65 | 2.48 | -0.61 | 2.98 | 0.61 | 0.12 | 1.26 | 4.63 |
| Standard Deviation(%) | NA | 12.07 | 15.13 | 17.35 | 18.10 | NA | NA | … | … | 13.65 | 19.04 | 12.89 | 13.83 | 25.10 | 12.64 | 33.24 | 12.66 | 17.21 | 7.05 | 13.50 | 16.53 | 11.89 | 8.80 |
| Draw Down(%) | NA | 10.04 | 19.92 | 24.12 | 32.45 | NA | NA | … | … | 10.04 | 19.92 | 8.86 | 9.44 | 23.98 | 5.35 | 32.45 | 7.05 | 20.38 | 2.23 | 10.30 | 12.22 | 8.09 | 1.37 |
| 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 |
|---|---|---|---|---|
| CCREX (Columbia Contrarian Core 529 Port E) |
3.92%
Mar 2017 – Mar 2020 |
5.55%
Mar 2015 – Mar 2020 |
11.47%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCREX (Columbia Contrarian Core 529 Port E) |
26.36%
Dec 2018 – Dec 2021 |
18.45%
Mar 2020 – Mar 2025 |
14.83%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart