Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTJX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) | 7.08% | 9.57% | 10.97% | NA | NA | NA | NA | 5.04% |
Data as of 07/22/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTJX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) | 06/23/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 9.57 | 10.97 | NA | NA | NA | NA | 5.04 | 7.08 | 12.02 | 16.80 | -16.88 | 4.70 |
| Sharpe Ratio | NA | 0.48 | 0.68 | NA | NA | NA | NA | 0.18 | 0.65 | 0.71 | 1.22 | -0.98 | 0.96 |
| Standard Deviation(%) | NA | 13.62 | 12.99 | NA | NA | NA | NA | 13.43 | 15.54 | 9.85 | 10.36 | 18.75 | 9.41 |
| Draw Down(%) | NA | 13.42 | 13.97 | NA | NA | NA | NA | 23.26 | 13.12 | 5.73 | 9.59 | 22.66 | 4.79 |
| 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 07/22/2025, 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 |
|---|---|---|---|---|
| CMTJX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) |
2.78%
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 |
|---|---|---|---|---|
| CMTJX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 4-5 Fund) |
11.98%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart