Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCTNX (Future Scholar 529 College Savings Plan – Columbia Conservative Track Ages 8-9 Fund) | 4.84% | 13.63% | 10.80% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCTNX (Future Scholar 529 College Savings Plan – Columbia Conservative Track Ages 8-9 Fund) | 06/23/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 13.63 | 10.80 | NA | NA | NA | NA | … | … | 4.84 | 12.15 | 9.50 | 12.88 | -13.83 | 3.13 |
| Sharpe Ratio | NA | 1.90 | 1.13 | NA | NA | NA | NA | … | … | 1.29 | 1.24 | 0.46 | 1.27 | -1.35 | 1.17 |
| Standard Deviation(%) | NA | 6.03 | 7.05 | NA | NA | NA | NA | … | … | 7.25 | 7.62 | 6.47 | 6.86 | 11.33 | 5.13 |
| Draw Down(%) | NA | 4.67 | 7.65 | NA | NA | NA | NA | … | … | 4.67 | 7.28 | 3.21 | 6.62 | 18.04 | 2.71 |
| 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 06/04/2026, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCTNX (Future Scholar 529 College Savings Plan – Columbia Conservative Track Ages 8-9 Fund) |
1.79%
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 |
|---|---|---|---|---|
| CCTNX (Future Scholar 529 College Savings Plan – Columbia Conservative Track Ages 8-9 Fund) |
12.07%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart