Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
CLGAX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) | 3.28% | 5.83% | 3.77% | 1.09% | 1.79% | NA | NA | 1.67% |
Data as of 06/30/2025, AR inception is 10/22/2013
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
CLGAX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) | 10/22/2013 | 06/30/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.50 | 5.83 | 3.77 | 1.09 | 1.79 | NA | NA | 1.67 | 3.28 | 3.02 | 5.44 | -6.58 | -0.87 | 5.02 | 5.08 | 0.68 | 1.67 | 1.90 | -0.79 | 1.20 | -0.20 |
Sharpe Ratio | NA | 0.80 | 0.17 | -0.01 | 0.01 | NA | NA | 0.01 | 1.39 | -1.33 | 0.32 | -2.18 | 0.00 | 1.65 | 1.96 | -0.44 | 0.78 | 1.11 | -0.47 | 1.21 | -1.00 |
Standard Deviation(%) | NA | 2.56 | 3.21 | 80.63 | 56.94 | NA | NA | 52.69 | 2.61 | 2.68 | 3.68 | 3.66 | 180.99 | 2.90 | 1.89 | 1.50 | 1.34 | 1.51 | 1.75 | 0.99 | 1.09 |
Draw Down(%) | NA | 1.95 | 4.32 | 62.86 | 62.86 | NA | NA | 62.86 | 1.18 | 1.61 | 2.55 | 8.76 | 59.33 | 4.06 | 1.09 | 1.06 | 0.68 | 1.84 | 1.48 | 0.40 | 0.30 |
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 06/30/2025, AR inception is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CLGAX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) |
-2.00%
Oct 2020 - Oct 2023 |
0.19%
Oct 2017 - Oct 2022 |
1.01%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CLGAX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) |
3.62%
Jan 2018 - Jan 2021 |
2.83%
Dec 2015 - Dec 2020 |
1.64%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart