Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTOX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) | 5.11% | 8.22% | 8.50% | NA | NA | NA | NA | 3.45% |
Data as of 07/07/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTOX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 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 (%) | -0.11 | 8.22 | 8.50 | NA | NA | NA | NA | 3.45 | 5.11 | 9.50 | 12.55 | -13.58 | 3.13 |
| Sharpe Ratio | NA | 0.74 | 0.67 | NA | NA | NA | NA | 0.12 | 0.90 | 0.46 | 1.19 | -1.26 | 1.17 |
| Standard Deviation(%) | NA | 8.14 | 8.43 | NA | NA | NA | NA | 8.52 | 9.44 | 6.46 | 7.05 | 11.91 | 5.13 |
| Draw Down(%) | NA | 7.65 | 10.16 | NA | NA | NA | NA | 18.20 | 7.28 | 3.21 | 6.62 | 17.79 | 2.71 |
| 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 |
|---|---|---|---|---|
| CMTOX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) |
1.79%
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 |
|---|---|---|---|---|
| CMTOX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 10-11 Fund) |
8.88%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart