Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSATX (Columbia Moderate 529 Port Ag Static) | 5.76% | 15.69% | 12.08% | 5.49% | 7.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSATX (Columbia Moderate 529 Port Ag Static) | 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 (%) | 0.39 | 15.69 | 12.08 | 5.49 | 7.21 | NA | NA | … | … | 5.76 | 13.44 | 10.68 | 14.10 | -15.12 | 10.75 | 12.17 | 16.84 | -4.86 | 11.87 | 6.76 | -0.75 | 6.51 | 2.18 |
| Sharpe Ratio | NA | 1.89 | 1.10 | 0.31 | 0.59 | NA | NA | … | … | 1.36 | 1.15 | 0.54 | 1.23 | -1.15 | 1.54 | 0.73 | 2.67 | -0.77 | 3.10 | 0.90 | -0.10 | 1.09 | 2.72 |
| Standard Deviation(%) | NA | 7.16 | 8.40 | 9.68 | 9.48 | NA | NA | … | … | 8.53 | 9.34 | 7.65 | 8.06 | 14.35 | 6.95 | 16.32 | 5.79 | 8.02 | 3.64 | 7.30 | 7.88 | 5.97 | 4.50 |
| Draw Down(%) | NA | 5.48 | 9.58 | 20.30 | 20.30 | NA | NA | … | … | 5.48 | 9.20 | 3.73 | 7.76 | 19.89 | 3.38 | 19.61 | 3.07 | 10.90 | 1.10 | 5.70 | 6.76 | 4.06 | 1.08 |
| 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 |
|---|---|---|---|---|
| CSATX (Columbia Moderate 529 Port Ag Static) |
0.59%
Apr 2021 – Apr 2024 |
2.74%
Mar 2015 – Mar 2020 |
4.97%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSATX (Columbia Moderate 529 Port Ag Static) |
13.35%
Sep 2022 – Sep 2025 |
9.28%
Oct 2016 – Oct 2021 |
7.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart