Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDVAX (Columbia Dividend Income 529 Port Ag) | 7.70% | 20.03% | 16.02% | 10.11% | 12.07% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDVAX (Columbia Dividend Income 529 Port Ag) | 10/23/2013 | 06/05/2026 |
| 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 (%) | 0.19 | 20.03 | 16.02 | 10.11 | 12.07 | NA | NA | … | … | 7.70 | 16.54 | 16.16 | 9.83 | -4.99 | 25.66 | 7.37 | 27.61 | -4.79 | 20.21 | 13.01 | -0.91 | 13.80 | 5.03 |
| Sharpe Ratio | NA | 1.99 | 1.16 | 0.57 | 0.67 | NA | NA | … | … | 1.68 | 1.00 | 1.00 | 0.48 | -0.33 | 2.32 | 0.22 | 2.37 | -0.41 | 3.20 | 1.14 | -0.06 | 1.29 | 3.49 |
| Standard Deviation(%) | NA | 8.99 | 11.41 | 13.42 | 15.64 | NA | NA | … | … | 10.01 | 13.92 | 9.66 | 11.60 | 19.43 | 11.03 | 32.35 | 11.05 | 14.96 | 6.14 | 11.20 | 15.25 | 10.65 | 8.60 |
| Draw Down(%) | NA | 5.54 | 13.06 | 16.75 | 32.79 | NA | NA | … | … | 5.54 | 13.06 | 5.40 | 9.33 | 16.75 | 4.97 | 32.79 | 5.52 | 16.08 | 2.41 | 7.14 | 11.56 | 7.33 | 1.87 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| CDVAX (Columbia Dividend Income 529 Port Ag) |
3.90%
Mar 2017 – Mar 2020 |
5.83%
Mar 2015 – Mar 2020 |
9.76%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDVAX (Columbia Dividend Income 529 Port Ag) |
19.85%
Dec 2018 – Dec 2021 |
15.44%
Mar 2020 – Mar 2025 |
12.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart