Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGWTX (Columbia Growth 529 A Aggressive Track) | 9.39% | 23.62% | 17.18% | 8.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGWTX (Columbia Growth 529 A Aggressive Track) | 09/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 23.62 | 17.18 | 8.86 | NA | NA | NA | … | … | 9.39 | 17.75 | 16.22 | 19.60 | -16.67 | 18.43 | 15.28 | 23.28 | -7.69 | 18.11 | 3.80 |
| Sharpe Ratio | NA | 2.02 | 1.16 | 0.44 | NA | NA | NA | … | … | 1.67 | 1.04 | 0.89 | 1.35 | -0.86 | 1.65 | 0.55 | 2.17 | -0.67 | 2.87 | 1.51 |
| Standard Deviation(%) | NA | 10.64 | 12.44 | 14.39 | NA | NA | NA | … | … | 12.57 | 14.59 | 10.99 | 11.49 | 21.05 | 11.17 | 27.33 | 10.07 | 13.42 | 6.12 | 8.56 |
| Draw Down(%) | NA | 7.86 | 14.96 | 23.62 | NA | NA | NA | … | … | 7.86 | 14.91 | 6.76 | 10.12 | 23.55 | 5.28 | 30.22 | 5.80 | 17.28 | 1.90 | 4.42 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGWTX (Columbia Growth 529 A Aggressive Track) |
1.06%
Mar 2017 – Mar 2020 |
4.76%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGWTX (Columbia Growth 529 A Aggressive Track) |
18.95%
Dec 2018 – Dec 2021 |
13.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart