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Performance Comparison
Comparison Box

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