Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEDBX (COLUMBIA TOTAL RETURN BOND 529 PORT Z Company) | 0.15% | 4.80% | 5.27% | -0.28% | 2.31% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEDBX (COLUMBIA TOTAL RETURN BOND 529 PORT Z Company) | 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 (%) | -0.45 | 4.80 | 5.27 | -0.28 | 2.31 | NA | NA | … | … | 0.15 | 8.78 | 1.77 | 7.55 | -17.34 | 0.05 | 12.06 | 9.27 | 0.18 | 3.69 | 4.64 | 0.20 | 1.60 | -0.73 |
| Sharpe Ratio | NA | 0.77 | 0.43 | -0.41 | 0.14 | NA | NA | … | … | -0.24 | 1.19 | -0.76 | 0.43 | -2.26 | 0.01 | 1.95 | 2.15 | -0.37 | 1.23 | 1.55 | 0.05 | 0.42 | -1.75 |
| Standard Deviation(%) | NA | 4.24 | 5.86 | 6.46 | 5.31 | NA | NA | … | … | 4.42 | 5.07 | 6.34 | 7.76 | 8.33 | 2.53 | 6.03 | 3.65 | 3.05 | 2.50 | 2.87 | 3.54 | 3.75 | 2.21 |
| Draw Down(%) | NA | 2.83 | 6.26 | 22.67 | 22.67 | NA | NA | … | … | 2.83 | 2.80 | 5.06 | 7.80 | 21.45 | 2.32 | 9.97 | 2.25 | 2.17 | 1.30 | 3.47 | 2.75 | 2.98 | 0.92 |
| 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 |
|---|---|---|---|---|
| CEDBX (COLUMBIA TOTAL RETURN BOND 529 PORT Z Company) |
-5.95%
Oct 2020 – Oct 2023 |
-0.56%
Oct 2017 – Oct 2022 |
1.23%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEDBX (COLUMBIA TOTAL RETURN BOND 529 PORT Z Company) |
7.80%
Jul 2018 – Jul 2021 |
5.88%
Dec 2015 – Dec 2020 |
2.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart