Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMOPX (Columbia Moderate Growth 529 Port A Stat) | 5.44% | 16.80% | 13.28% | 6.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMOPX (Columbia Moderate Growth 529 Port A Stat) | 09/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 16.80 | 13.28 | 6.12 | NA | NA | NA | … | … | 5.44 | 15.19 | 12.30 | 15.89 | -16.18 | 13.33 | 14.37 | 19.41 | -5.82 | 14.18 | 2.58 |
| Sharpe Ratio | NA | 1.96 | 1.13 | 0.35 | NA | NA | NA | … | … | 1.53 | 1.12 | 0.65 | 1.26 | -1.05 | 1.55 | 0.69 | 2.45 | -0.71 | 2.98 | 1.15 |
| Standard Deviation(%) | NA | 8.52 | 9.86 | 11.39 | NA | NA | NA | … | … | 10.14 | 11.18 | 8.84 | 9.33 | 16.79 | 8.59 | 20.46 | 7.34 | 10.03 | 4.57 | 7.41 |
| Draw Down(%) | NA | 6.40 | 11.56 | 22.17 | NA | NA | NA | … | … | 6.40 | 11.24 | 4.73 | 8.81 | 21.75 | 4.26 | 24.05 | 4.06 | 13.23 | 1.44 | 3.43 |
| 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 |
Data as of 06/05/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMOPX (Columbia Moderate Growth 529 Port A Stat) |
1.04%
Apr 2021 – Apr 2024 |
3.58%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMOPX (Columbia Moderate Growth 529 Port A Stat) |
15.67%
Dec 2018 – Dec 2021 |
11.09%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart