Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLGCX (Future Scholar 529 College Savings Plan – Columbia Moderate 529 Portfolio Fund) | 0.84% | 4.05% | 4.33% | 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 |
|---|---|---|
| CLGCX (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 | 4.05 | 4.33 | 1.63 | 1.90 | NA | NA | … | … | 0.84 | 5.65 | 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 | 0.84 | 0.46 | -0.29 | 0.01 | NA | NA | … | … | -0.22 | 1.26 | -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 | 1.98 | 2.65 | 2.96 | 39.61 | NA | NA | … | … | 2.09 | 2.26 | 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 | 1.24 | 2.43 | 9.53 | 60.45 | NA | NA | … | … | 1.24 | 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 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 |
|---|---|---|---|---|
| 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) |
5.26%
Oct 2022 – Oct 2025 |
2.76%
Dec 2015 – Dec 2020 |
2.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart