Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGCGX (Columbia Growth 529 C Aggressive Track) | 9.05% | 22.70% | 16.31% | 8.04% | 9.98% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGCGX (Columbia Growth 529 C Aggressive Track) | 10/23/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 22.70 | 16.31 | 8.04 | 9.98 | NA | NA | … | … | 9.05 | 16.89 | 15.38 | 19.11 | -17.49 | 17.41 | 14.39 | 22.38 | -8.68 | 17.59 | 7.69 | -1.69 | 7.37 | 3.75 |
| Sharpe Ratio | NA | 1.92 | 1.09 | 0.39 | 0.56 | NA | NA | … | … | 1.59 | 0.98 | 0.81 | 1.33 | -0.91 | 1.50 | 0.51 | 2.07 | -0.75 | 2.79 | 0.63 | -0.13 | 0.73 | 2.98 |
| Standard Deviation(%) | NA | 10.66 | 12.44 | 14.25 | 14.92 | NA | NA | … | … | 12.58 | 14.60 | 11.01 | 11.30 | 20.72 | 11.61 | 27.62 | 10.11 | 13.41 | 6.09 | 11.94 | 13.20 | 10.04 | 7.31 |
| Draw Down(%) | NA | 7.93 | 15.17 | 24.08 | 30.30 | NA | NA | … | … | 7.93 | 14.99 | 6.81 | 10.26 | 23.85 | 5.39 | 30.30 | 5.86 | 17.63 | 1.93 | 10.08 | 10.93 | 7.26 | 1.81 |
| 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 06/04/2026, 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 |
|---|---|---|---|---|
| CGCGX (Columbia Growth 529 C Aggressive Track) |
0.31%
Mar 2017 – Mar 2020 |
1.83%
Mar 2015 – Mar 2020 |
6.60%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGCGX (Columbia Growth 529 C Aggressive Track) |
18.01%
Dec 2018 – Dec 2021 |
12.68%
Mar 2020 – Mar 2025 |
10.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart