Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLCGX (Columbia College 529 Port C Static) | 0.84% | 4.05% | 4.29% | 1.63% | 1.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLCGX (Columbia College 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 (%) | 0.08 | 4.05 | 4.29 | 1.63 | 1.90 | NA | NA | … | … | 0.84 | 5.65 | 3.19 | 5.58 | -6.64 | -0.71 | 4.95 | 5.00 | 0.69 | 1.71 | 1.43 | -1.31 | 0.61 | -0.30 |
| Sharpe Ratio | NA | 0.80 | 0.44 | -0.29 | 0.01 | NA | NA | … | … | -0.32 | 1.26 | -0.16 | 0.53 | -2.14 | -0.82 | 1.61 | 0.05 | -0.41 | 0.79 | 0.82 | -0.77 | 0.64 | -1.59 |
| Standard Deviation(%) | NA | 1.97 | 2.68 | 2.97 | 22.37 | NA | NA | … | … | 2.09 | 2.25 | 2.75 | 3.65 | 3.78 | 1.84 | 2.92 | 70.31 | 1.53 | 1.38 | 1.49 | 1.74 | 0.92 | 1.02 |
| Draw Down(%) | NA | 1.24 | 2.24 | 9.53 | 20.32 | NA | NA | … | … | 1.24 | 1.21 | 1.65 | 2.33 | 8.80 | 1.78 | 4.07 | 20.32 | 1.09 | 0.60 | 1.78 | 1.90 | 0.40 | 0.40 |
| 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 |
|---|---|---|---|---|
| CLCGX (Columbia College 529 Port C Static) |
-2.02%
Oct 2020 – Oct 2023 |
0.20%
Oct 2017 – Oct 2022 |
0.82%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLCGX (Columbia College 529 Port C Static) |
5.26%
Oct 2022 – Oct 2025 |
2.74%
Dec 2015 – Dec 2020 |
2.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart