Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCTJX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 8-9 Fund) | 5.48% | 8.98% | 8.51% | NA | NA | NA | NA | 3.31% |
Data as of 07/03/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCTJX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 8-9 Fund) | 06/23/2021 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 8.98 | 8.51 | NA | NA | NA | NA | 3.31 | 5.48 | 9.23 | 12.25 | -13.80 | 2.96 |
| Sharpe Ratio | NA | 0.71 | 0.65 | NA | NA | NA | NA | 0.09 | 0.87 | 0.42 | 1.15 | -1.27 | 1.08 |
| Standard Deviation(%) | NA | 8.14 | 8.42 | NA | NA | NA | NA | 8.55 | 9.42 | 6.46 | 7.03 | 11.98 | 5.24 |
| Draw Down(%) | NA | 7.76 | 10.19 | NA | NA | NA | NA | 18.45 | 7.33 | 3.19 | 6.70 | 17.99 | 2.80 |
| 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 07/03/2025, 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 |
|---|---|---|---|---|
| CCTJX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 8-9 Fund) |
1.54%
Jul 2021 - Jul 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 |
|---|---|---|---|---|
| CCTJX (Future Scholar 529 College Savings Plan - Columbia Conservative Track Ages 8-9 Fund) |
8.63%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart