Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMVAX (Columbia Moderately Conserv 529 Port Ag) | 3.72% | 10.99% | 8.98% | 3.78% | 5.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMVAX (Columbia Moderately Conserv 529 Port Ag) | 10/22/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 10.99 | 8.98 | 3.78 | 5.08 | NA | NA | … | … | 3.72 | 9.88 | 7.71 | 10.60 | -12.77 | 6.07 | 9.45 | 12.23 | -2.61 | 7.77 | 5.34 | -0.92 | 4.57 | 1.09 | 28.30 | -37.76 | 0.85 | 13.79 | 8.47 |
| Sharpe Ratio | NA | 1.47 | 0.93 | 0.03 | 0.12 | NA | NA | … | … | 0.68 | 1.27 | 0.21 | 1.08 | -1.48 | 0.07 | 0.93 | 3.18 | -0.77 | 3.23 | 1.17 | -0.20 | 1.28 | 2.09 | 0.96 | -1.01 | -0.14 | 1.08 | 0.63 |
| Standard Deviation(%) | NA | 4.95 | 5.77 | 39.51 | 28.22 | NA | NA | … | … | 5.87 | 6.00 | 5.39 | 5.92 | 9.60 | 87.76 | 9.84 | 3.40 | 5.09 | 2.22 | 4.38 | 4.73 | 3.56 | 2.79 | 29.53 | 38.15 | 15.22 | 9.79 | 10.93 |
| Draw Down(%) | NA | 3.82 | 5.78 | 30.93 | 30.93 | NA | NA | … | … | 3.82 | 5.45 | 2.77 | 5.61 | 16.32 | 30.93 | 12.66 | 1.43 | 6.37 | 0.75 | 3.19 | 4.62 | 2.38 | 0.67 | 24.94 | 49.92 | 12.05 | 8.34 | 7.41 |
| 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 | 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 06/05/2026, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVAX (Columbia Moderately Conserv 529 Port Ag) |
-0.22%
Apr 2021 – Apr 2024 |
1.76%
Sep 2017 – Sep 2022 |
3.39%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVAX (Columbia Moderately Conserv 529 Port Ag) |
9.95%
Sep 2022 – Sep 2025 |
6.72%
Feb 2016 – Feb 2021 |
5.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart