Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTPX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 4.17% | 6.13% | 5.69% | NA | NA | NA | NA | 2.25% |
Data as of 07/21/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTPX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 06/23/2021 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 6.13 | 5.69 | NA | NA | NA | NA | 2.25 | 4.17 | 6.60 | 9.20 | -10.87 | 1.53 |
| Sharpe Ratio | NA | 0.57 | 0.51 | NA | NA | NA | NA | -0.08 | 0.81 | 0.01 | 1.06 | -1.75 | 1.04 |
| Standard Deviation(%) | NA | 4.73 | 5.22 | NA | NA | NA | NA | 5.17 | 5.30 | 4.20 | 4.72 | 7.01 | 2.78 |
| Draw Down(%) | NA | 3.90 | 7.34 | NA | NA | NA | NA | 14.15 | 3.90 | 2.21 | 4.35 | 13.74 | 1.64 |
| 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 07/21/2025, 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 |
|---|---|---|---|---|
| CMTPX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) |
0.79%
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 |
|---|---|---|---|---|
| CMTPX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) |
6.18%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart