Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTGX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) | 6.56% | 10.54% | 12.33% | NA | NA | NA | NA | 5.62% |
Data as of 07/07/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTGX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) | 06/23/2021 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 10.54 | 12.33 | NA | NA | NA | NA | 5.62 | 6.56 | 14.29 | 17.66 | -16.27 | 5.18 |
| Sharpe Ratio | NA | 0.64 | 0.76 | NA | NA | NA | NA | 0.24 | 0.75 | 0.80 | 1.31 | -0.94 | 1.06 |
| Standard Deviation(%) | NA | 13.70 | 13.03 | NA | NA | NA | NA | 13.49 | 16.14 | 9.78 | 10.35 | 18.74 | 9.46 |
| Draw Down(%) | NA | 13.25 | 13.89 | NA | NA | NA | NA | 22.70 | 13.08 | 5.64 | 9.43 | 22.45 | 4.74 |
| 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 |
Data as of 07/07/2025, AR inception is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMTGX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) |
3.54%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMTGX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) |
12.84%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart