Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMCGX (Columbia Moderate 529 C Aggr Track) | 3.90% | 13.18% | 10.71% | 4.39% | 6.26% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMCGX (Columbia Moderate 529 C Aggr Track) | 10/22/2013 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 13.18 | 10.71 | 4.39 | 6.26 | NA | NA | … | … | 3.90 | 12.65 | 8.91 | 13.57 | -16.01 | 6.86 | 11.30 | 16.00 | -5.75 | 11.23 | 5.97 | -1.48 | 5.70 | 1.76 | -43.87 | 20.25 | 11.83 | 14.02 | 7.32 | 22.09 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.23 | 0.05 | NA | NA | … | … | 1.26 | 1.07 | 0.44 | 1.18 | -1.24 | 1.96 | 0.67 | -0.02 | -3.41 | -2.20 | -3.97 | -2.59 | -2.14 | -3.37 | -1.03 | 0.93 | 0.58 | 0.88 | 0.40 | 2.09 |
| Standard Deviation(%) | NA | 7.15 | 8.38 | 9.54 | 96.30 | NA | NA | … | … | 8.53 | 9.30 | 7.60 | 8.00 | 13.98 | 7.63 | 16.35 | 303.05 | 8.02 | 3.64 | 7.07 | 7.73 | 5.98 | 4.58 | 43.50 | 18.54 | 14.78 | 13.47 | 15.97 | 16.99 |
| Draw Down(%) | NA | 5.53 | 9.80 | 21.09 | 61.66 | NA | NA | … | … | 5.53 | 9.26 | 3.74 | 7.92 | 20.59 | 2.59 | 19.66 | 61.66 | 11.43 | 1.15 | 5.77 | 7.07 | 4.14 | 1.11 | 55.83 | 12.26 | 15.52 | 10.18 | 19.95 | 7.86 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CMCGX (Columbia Moderate 529 C Aggr Track) |
-0.17%
Apr 2021 – Apr 2024 |
1.98%
Mar 2015 – Mar 2020 |
4.19%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCGX (Columbia Moderate 529 C Aggr Track) |
12.51%
Sep 2022 – Sep 2025 |
8.45%
Oct 2016 – Oct 2021 |
6.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart