Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNATX (Columbia Conservative 529 Ag Aggr Trac) | 1.69% | 6.30% | 6.07% | 2.60% | 3.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNATX (Columbia Conservative 529 Ag Aggr Trac) | 10/23/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 6.30 | 6.07 | 2.60 | 3.33 | NA | NA | … | … | 1.69 | 7.22 | 5.32 | 7.53 | -8.73 | 2.01 | 6.60 | 7.74 | -0.06 | 4.69 | 3.30 | -0.60 | 3.75 | 0.63 |
| Sharpe Ratio | NA | 1.56 | 0.93 | 0.03 | 0.54 | NA | NA | … | … | 0.51 | 1.52 | -0.39 | 0.82 | -1.92 | 0.95 | 1.58 | 3.84 | -0.58 | 3.12 | 1.40 | -0.25 | 1.98 | 2.06 |
| Standard Deviation(%) | NA | 2.57 | 3.22 | 3.71 | 3.17 | NA | NA | … | … | 3.06 | 2.93 | 3.19 | 4.01 | 5.28 | 2.08 | 4.02 | 1.65 | 2.39 | 1.31 | 2.21 | 2.48 | 1.88 | 1.64 |
| Draw Down(%) | NA | 2.05 | 3.07 | 11.47 | 11.47 | NA | NA | … | … | 2.05 | 2.23 | 1.66 | 3.07 | 11.24 | 1.22 | 5.89 | 0.88 | 2.27 | 0.51 | 1.29 | 2.52 | 0.94 | 0.35 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNATX (Columbia Conservative 529 Ag Aggr Trac) |
-1.13%
Oct 2020 – Oct 2023 |
1.13%
Oct 2017 – Oct 2022 |
2.28%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNATX (Columbia Conservative 529 Ag Aggr Trac) |
7.05%
Oct 2022 – Oct 2025 |
4.52%
Jan 2016 – Jan 2021 |
3.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart