Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGSAX (Columbia Growth 529 Port Ag Static) | 7.04% | 20.97% | 16.34% | 8.35% | 10.58% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGSAX (Columbia Growth 529 Port Ag Static) | 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 (%) | -1.79 | 20.97 | 16.34 | 8.35 | 10.58 | NA | NA | … | … | 7.04 | 17.75 | 16.22 | 19.60 | -16.67 | 18.43 | 15.28 | 23.28 | -7.69 | 18.11 | 8.51 | -0.95 | 8.15 | 3.89 |
| Sharpe Ratio | NA | 2.01 | 1.16 | 0.05 | 0.10 | NA | NA | … | … | 1.67 | 1.04 | 0.89 | 1.34 | -0.86 | 0.06 | 0.55 | 2.17 | -0.67 | 2.87 | 0.69 | -0.07 | 0.81 | 3.09 |
| Standard Deviation(%) | NA | 10.66 | 12.46 | 131.76 | 93.79 | NA | NA | … | … | 12.57 | 14.60 | 10.99 | 11.54 | 21.05 | 294.72 | 27.33 | 10.07 | 13.42 | 6.12 | 12.11 | 13.17 | 10.03 | 7.33 |
| Draw Down(%) | NA | 7.86 | 14.96 | 77.55 | 77.55 | NA | NA | … | … | 7.86 | 14.91 | 6.76 | 10.12 | 23.55 | 77.55 | 30.22 | 5.80 | 17.28 | 1.90 | 10.00 | 10.74 | 7.10 | 1.79 |
| 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 |
|---|---|---|---|---|
| CGSAX (Columbia Growth 529 Port Ag Static) |
1.06%
Mar 2017 – Mar 2020 |
2.60%
Mar 2015 – Mar 2020 |
7.40%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGSAX (Columbia Growth 529 Port Ag Static) |
18.95%
Dec 2018 – Dec 2021 |
13.52%
Mar 2020 – Mar 2025 |
11.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart