Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGSCX (Columbia Growth 529 Port C Static) | 9.05% | 22.70% | 16.45% | 8.04% | 9.98% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGSCX (Columbia Growth 529 Port C Static) | 10/22/2013 | 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 | 16.45 | 8.04 | 9.98 | NA | NA | … | … | 9.05 | 16.81 | 13.81 | 18.72 | -17.58 | 12.09 | 14.39 | 23.18 | -9.28 | 17.59 | 6.89 | -0.95 | 7.37 | 3.19 |
| Sharpe Ratio | NA | 1.93 | 1.10 | 0.39 | 0.58 | NA | NA | … | … | 1.56 | 0.98 | 0.94 | 1.34 | -0.92 | 2.32 | 0.55 | -0.01 | -2.31 | -0.28 | -2.25 | -1.50 | -1.11 | -0.96 |
| Standard Deviation(%) | NA | 10.48 | 12.32 | 14.20 | 14.50 | NA | NA | … | … | 12.44 | 14.52 | 10.81 | 11.31 | 20.72 | 11.66 | 25.41 | 10.00 | 13.38 | 5.99 | 12.07 | 12.96 | 10.08 | 7.37 |
| Draw Down(%) | NA | 7.93 | 15.17 | 24.08 | 30.30 | NA | NA | … | … | 7.93 | 14.99 | 6.81 | 10.26 | 23.85 | 3.74 | 30.30 | 5.71 | 17.63 | 1.93 | 10.75 | 10.93 | 7.23 | 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 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGSCX (Columbia Growth 529 Port C Static) |
0.66%
Mar 2017 – Mar 2020 |
2.05%
Mar 2015 – Mar 2020 |
6.62%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGSCX (Columbia Growth 529 Port C Static) |
18.31%
Dec 2018 – Dec 2021 |
12.59%
Oct 2016 – Oct 2021 |
10.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart