Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMAVX (Columbia Am Century Mid Cap Value 529 Po) | 8.74% | 17.20% | 11.05% | 6.72% | 8.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMAVX (Columbia Am Century Mid Cap Value 529 Po) | 10/23/2013 | 06/05/2026 |
| 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 (%) | 1.34 | 17.20 | 11.05 | 6.72 | 8.61 | NA | NA | … | … | 8.74 | 9.77 | 8.97 | 5.65 | -1.03 | 22.73 | 1.42 | 28.60 | -13.27 | 11.31 | 22.56 | -2.67 | 17.41 | 3.96 |
| Sharpe Ratio | NA | 1.04 | 0.60 | 0.27 | 0.40 | NA | NA | … | … | 1.29 | 0.46 | 0.22 | 0.11 | -0.12 | 1.70 | 0.03 | 2.25 | -1.00 | 1.34 | 1.56 | -0.18 | 1.71 | 2.71 |
| Standard Deviation(%) | NA | 11.93 | 13.02 | 14.79 | 17.45 | NA | NA | … | … | 12.64 | 15.42 | 11.26 | 12.86 | 20.11 | 13.38 | 36.82 | 12.07 | 14.51 | 7.99 | 14.33 | 14.93 | 10.16 | 8.55 |
| Draw Down(%) | NA | 8.53 | 14.49 | 17.50 | 39.24 | NA | NA | … | … | 8.53 | 12.46 | 7.47 | 13.69 | 17.50 | 6.76 | 39.24 | 7.14 | 21.85 | 4.34 | 9.35 | 11.19 | 7.05 | 1.97 |
| 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 06/05/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAVX (Columbia Am Century Mid Cap Value 529 Po) |
-4.52%
Mar 2017 – Mar 2020 |
1.20%
Mar 2015 – Mar 2020 |
7.43%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAVX (Columbia Am Century Mid Cap Value 529 Po) |
19.14%
Mar 2020 – Mar 2023 |
14.65%
Mar 2020 – Mar 2025 |
10.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart