Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLGCX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) | 2.74% | 4.21% | 3.53% | 0.88% | 1.67% | NA | NA | 1.47% |
Data as of 07/15/2025, AR inception is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLGCX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) | 10/22/2013 | 07/15/2025 |
| 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 (%) | -0.17 | 4.21 | 3.53 | 0.88 | 1.67 | NA | NA | 1.47 | 2.74 | 3.10 | 5.58 | -6.64 | -0.71 | 4.95 | 5.11 | 0.59 | 1.71 | 1.53 | -1.41 | 0.61 | -0.30 |
| Sharpe Ratio | NA | 0.47 | 0.07 | -0.38 | 0.01 | NA | NA | 0.00 | 0.93 | -1.25 | 0.37 | -2.13 | -0.82 | 1.61 | -0.15 | -13.61 | -12.72 | -21.42 | -11.73 | -19.61 | -26.17 |
| Standard Deviation(%) | NA | 2.56 | 3.23 | 2.94 | 39.60 | NA | NA | 36.58 | 2.63 | 2.80 | 3.56 | 3.78 | 1.84 | 2.92 | 124.66 | 1.54 | 1.38 | 1.52 | 1.70 | 0.91 | 1.02 |
| Draw Down(%) | NA | 1.91 | 4.33 | 9.53 | 60.45 | NA | NA | 60.45 | 1.21 | 1.65 | 2.52 | 8.80 | 1.78 | 4.07 | 58.54 | 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 07/15/2025, 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 |
|---|---|---|---|---|
| CLGCX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) |
-2.02%
Oct 2020 - Oct 2023 |
0.20%
Oct 2017 - Oct 2022 |
0.84%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLGCX (Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund) |
3.80%
Jun 2022 - Jun 2025 |
2.76%
Dec 2015 - Dec 2020 |
1.73%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart