Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTUX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 3.39% | 5.36% | 5.13% | NA | NA | NA | NA | 1.39% |
Data as of 07/07/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTUX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 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 (%) | -0.27 | 5.36 | 5.13 | NA | NA | NA | NA | 1.39 | 3.39 | 5.76 | 8.21 | -11.34 | 1.13 |
| Sharpe Ratio | NA | 0.62 | 0.39 | NA | NA | NA | NA | -0.20 | 0.83 | -0.19 | 0.81 | -1.72 | 0.78 |
| Standard Deviation(%) | NA | 4.76 | 5.39 | NA | NA | NA | NA | 5.38 | 5.45 | 4.20 | 4.92 | 7.43 | 2.73 |
| Draw Down(%) | NA | 4.08 | 7.48 | NA | NA | NA | NA | 14.75 | 3.95 | 2.23 | 4.50 | 14.28 | 1.67 |
| 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 |
|---|---|---|---|---|
| CMTUX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) |
0.02%
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 |
|---|---|---|---|---|
| CMTUX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) |
5.41%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart