Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTNX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) | 5.05% | 6.92% | 6.27% | NA | NA | NA | NA | 2.51% |
Data as of 08/01/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTNX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) | 06/23/2021 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 6.92 | 6.27 | NA | NA | NA | NA | 2.51 | 5.05 | 8.38 | 11.77 | -14.71 | 2.56 |
| Sharpe Ratio | NA | 0.47 | 0.36 | NA | NA | NA | NA | -0.01 | 0.65 | 0.28 | 1.11 | -1.43 | 0.95 |
| Standard Deviation(%) | NA | 8.01 | 8.07 | NA | NA | NA | NA | 8.22 | 8.94 | 6.46 | 6.80 | 11.32 | 5.14 |
| Draw Down(%) | NA | 8.00 | 10.62 | NA | NA | NA | NA | 19.25 | 7.44 | 3.20 | 6.93 | 18.73 | 2.80 |
| 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 08/01/2025, 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 |
|---|---|---|---|---|
| CMTNX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) |
0.77%
Jul 2021 - Jul 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 |
|---|---|---|---|---|
| CMTNX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) |
7.79%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart