Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMVCX (Columbia Moderately Conserv 529 Port C S) | 3.50% | 10.61% | 8.25% | 3.11% | 4.33% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMVCX (Columbia Moderately Conserv 529 Port C S) | 10/22/2013 | 06/03/2026 |
| 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 (%) | 0.55 | 10.61 | 8.25 | 3.11 | 4.33 | NA | NA | … | … | 3.50 | 9.47 | 6.49 | 9.84 | -13.44 | 3.74 | 8.57 | 11.53 | -3.33 | 6.95 | 4.58 | -1.74 | 3.80 | 1.01 | 27.07 | -38.37 | -0.14 | 12.57 | 7.31 |
| Sharpe Ratio | NA | 1.63 | 0.91 | 0.08 | 0.15 | NA | NA | … | … | 0.94 | 1.13 | 0.54 | 1.06 | -1.56 | 1.61 | 0.84 | 0.19 | -0.96 | 2.77 | 0.99 | -0.37 | 1.08 | 1.89 | 0.92 | -1.03 | -0.21 | 0.95 | 0.84 |
| Standard Deviation(%) | NA | 4.80 | 5.71 | 6.48 | 17.97 | NA | NA | … | … | 5.78 | 5.96 | 5.28 | 5.86 | 9.51 | 4.98 | 9.91 | 53.78 | 4.84 | 2.29 | 4.41 | 4.72 | 3.51 | 2.84 | 29.44 | 38.13 | 15.18 | 9.81 | 10.40 |
| Draw Down(%) | NA | 3.86 | 6.03 | 17.45 | 17.45 | NA | NA | … | … | 3.86 | 5.55 | 2.92 | 5.81 | 16.90 | 1.93 | 12.71 | 15.84 | 6.87 | 0.80 | 3.24 | 4.96 | 2.48 | 0.75 | 25.02 | 50.38 | 12.35 | 8.59 | 7.50 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| CMVCX (Columbia Moderately Conserv 529 Port C S) |
-0.96%
Apr 2021 – Apr 2024 |
1.00%
Sep 2017 – Sep 2022 |
2.61%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVCX (Columbia Moderately Conserv 529 Port C S) |
9.11%
Sep 2022 – Sep 2025 |
5.92%
Feb 2016 – Feb 2021 |
4.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart