Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMTVX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 4.56% | 6.64% | 6.02% | NA | NA | NA | NA | 2.57% |
Data as of 07/22/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTVX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) | 06/23/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 6.64 | 6.02 | NA | NA | NA | NA | 2.57 | 4.56 | 6.79 | 9.32 | -10.45 | 1.66 |
| Sharpe Ratio | NA | 0.62 | 0.54 | NA | NA | NA | NA | -0.03 | 0.86 | 0.05 | 1.04 | -1.59 | 1.15 |
| Standard Deviation(%) | NA | 4.72 | 5.38 | NA | NA | NA | NA | 5.36 | 5.27 | 4.18 | 4.93 | 7.46 | 2.71 |
| Draw Down(%) | NA | 3.84 | 7.35 | NA | NA | NA | NA | 13.92 | 3.84 | 2.18 | 4.23 | 13.57 | 1.56 |
| 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 07/22/2025, 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 |
|---|---|---|---|---|
| CMTVX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) |
1.03%
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 |
|---|---|---|---|---|
| CMTVX (Future Scholar 529 College Savings Plan - Columbia Moderate Track Ages 14-15 Fund) |
6.47%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart