Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTQX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 4.50% | 6.54% | 5.23% | NA | NA | NA | NA | 2.33% |
Data as of 07/30/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTQX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 06/23/2021 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.54 | 5.23 | NA | NA | NA | NA | 2.33 | 4.50 | 6.60 | 9.20 | -10.87 | 1.53 |
| Sharpe Ratio | NA | 0.87 | 0.47 | NA | NA | NA | NA | -0.05 | 1.03 | 0.01 | 1.06 | -1.75 | 1.04 |
| Standard Deviation(%) | NA | 4.69 | 5.20 | NA | NA | NA | NA | 5.16 | 5.23 | 4.18 | 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 07/30/2025, 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 |
|---|---|---|---|---|
| CMTQX (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 |
|---|---|---|---|---|
| CMTQX (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