Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMCSX (Columbia Moderate Growth 529 Port C Stat) | 7.14% | 18.47% | 13.26% | 5.88% | 7.83% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMCSX (Columbia Moderate Growth 529 Port C Stat) | 10/23/2013 | 06/03/2026 |
| 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 (%) | 0.95 | 18.47 | 13.26 | 5.88 | 7.83 | NA | NA | … | … | 7.14 | 14.31 | 10.39 | 15.06 | -17.08 | 12.46 | 13.52 | 18.55 | -6.77 | 13.63 | 6.93 | -1.58 | 6.66 | 2.65 |
| Sharpe Ratio | NA | 1.84 | 1.04 | 0.28 | 0.54 | NA | NA | … | … | 1.40 | 1.04 | 0.78 | 1.24 | -1.12 | 1.38 | 0.64 | 2.32 | -0.81 | 2.83 | 0.75 | -0.16 | 0.88 | 2.67 |
| Standard Deviation(%) | NA | 8.48 | 9.82 | 11.28 | 11.48 | NA | NA | … | … | 10.06 | 11.19 | 8.69 | 9.27 | 16.57 | 9.03 | 20.62 | 7.37 | 10.07 | 4.61 | 8.97 | 9.83 | 7.54 | 5.61 |
| Draw Down(%) | NA | 6.44 | 11.79 | 22.85 | 24.12 | NA | NA | … | … | 6.44 | 11.32 | 4.78 | 8.99 | 22.33 | 4.34 | 24.12 | 4.10 | 13.65 | 1.50 | 7.47 | 8.62 | 5.41 | 1.39 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| CMCSX (Columbia Moderate Growth 529 Port C Stat) |
0.28%
Apr 2021 – Apr 2024 |
1.94%
Mar 2015 – Mar 2020 |
5.17%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCSX (Columbia Moderate Growth 529 Port C Stat) |
14.81%
Dec 2018 – Dec 2021 |
10.24%
Jun 2016 – Jun 2021 |
8.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart