Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCTIX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 0-3 Fund) | 8.99% | 13.92% | 12.65% | NA | NA | NA | NA | 6.43% |
Data as of 07/25/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCTIX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 0-3 Fund) | 06/23/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 13.92 | 12.65 | NA | NA | NA | NA | 6.43 | 8.99 | 14.54 | 18.38 | -16.35 | 5.32 |
| Sharpe Ratio | NA | 0.79 | 0.74 | NA | NA | NA | NA | 0.29 | 0.88 | 0.82 | 1.39 | -0.99 | 1.09 |
| Standard Deviation(%) | NA | 13.55 | 12.62 | NA | NA | NA | NA | 13.13 | 15.36 | 9.84 | 10.23 | 17.97 | 9.42 |
| Draw Down(%) | NA | 13.14 | 13.82 | NA | NA | NA | NA | 22.53 | 13.02 | 5.66 | 9.38 | 22.11 | 4.70 |
| 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 |
Data as of 07/25/2025, AR inception is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCTIX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 0-3 Fund) |
3.78%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCTIX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 0-3 Fund) |
13.11%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart