Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDVCX (Columbia Dividend Income 529 Port C) | 7.56% | 18.97% | 15.37% | 9.40% | 11.28% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDVCX (Columbia Dividend Income 529 Port C) | 10/23/2013 | 06/03/2026 |
| 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 (%) | 0.12 | 18.97 | 15.37 | 9.40 | 11.28 | NA | NA | … | … | 7.56 | 15.77 | 13.68 | 9.23 | -6.05 | 24.83 | 6.51 | 26.69 | -5.88 | 19.83 | 12.17 | -1.64 | 12.87 | 4.98 |
| Sharpe Ratio | NA | 1.93 | 1.09 | 0.51 | 0.61 | NA | NA | … | … | 1.65 | 0.95 | 1.04 | 0.49 | -0.39 | 2.12 | 0.19 | 2.27 | -0.49 | 3.07 | 1.07 | -0.11 | 1.21 | 3.47 |
| Standard Deviation(%) | NA | 8.86 | 11.32 | 13.33 | 15.64 | NA | NA | … | … | 9.91 | 13.88 | 9.66 | 11.43 | 19.15 | 11.70 | 32.64 | 11.09 | 14.93 | 6.28 | 11.18 | 15.27 | 10.66 | 8.56 |
| Draw Down(%) | NA | 5.55 | 13.15 | 17.09 | 32.85 | NA | NA | … | … | 5.55 | 13.15 | 5.54 | 9.51 | 17.09 | 5.03 | 32.85 | 5.55 | 16.21 | 2.55 | 7.17 | 11.71 | 7.37 | 1.88 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| CDVCX (Columbia Dividend Income 529 Port C) |
3.13%
Mar 2017 – Mar 2020 |
5.05%
Mar 2015 – Mar 2020 |
9.03%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDVCX (Columbia Dividend Income 529 Port C) |
18.98%
Dec 2018 – Dec 2021 |
14.57%
Mar 2020 – Mar 2025 |
12.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart