Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLGAX (Future Scholar 529 College Savings Plan – Columbia Moderate 529 Portfolio Fund) | 0.90% | 4.12% | 4.34% | 1.65% | 1.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | 4.12 | 4.34 | 1.65 | 1.93 | NA | NA | … | … | 0.90 | 5.69 | 3.11 | 5.44 | -6.40 | -0.87 | 5.02 | 4.99 | 0.68 | 1.67 | 1.90 | -0.79 | 1.20 | -0.20 |
| Sharpe Ratio | NA | 0.92 | 0.48 | -0.01 | 0.01 | NA | NA | … | … | -0.15 | 1.31 | -0.19 | 0.49 | -2.15 | 0.00 | 1.64 | 1.86 | -0.47 | 0.76 | 1.11 | -0.47 | 1.21 | -1.00 |
| Standard Deviation(%) | NA | 1.89 | 2.59 | 80.54 | 56.95 | NA | NA | … | … | 1.99 | 2.20 | 2.68 | 3.68 | 3.66 | 180.99 | 2.90 | 1.88 | 1.50 | 1.34 | 1.51 | 1.75 | 0.99 | 1.09 |
| Draw Down(%) | NA | 1.21 | 2.46 | 62.86 | 62.86 | NA | NA | … | … | 1.21 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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) |
5.29%
Oct 2022 – Oct 2025 |
2.83%
Dec 2015 – Dec 2020 |
2.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart