Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSBAX (Columbia Short Term Bond 529 Port Ag) | 1.02% | 4.20% | 5.65% | 2.72% | 2.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSBAX (Columbia Short Term Bond 529 Port Ag) | 10/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 4.20 | 5.65 | 2.72 | 2.36 | NA | NA | … | … | 1.02 | 5.55 | 5.78 | 6.94 | -5.08 | 0.45 | 3.04 | 5.13 | 0.29 | 0.68 | 1.49 | 0.10 | 0.30 | 0.10 |
| Sharpe Ratio | NA | 1.44 | 1.47 | 0.11 | 0.36 | NA | NA | … | … | 0.28 | 1.92 | -0.42 | 1.03 | -2.54 | 0.45 | 0.66 | 2.64 | -1.00 | 0.06 | 1.37 | 0.07 | 0.32 | 0.60 |
| Standard Deviation(%) | NA | 1.43 | 1.75 | 2.02 | 2.09 | NA | NA | … | … | 1.42 | 1.43 | 1.86 | 2.62 | 2.56 | 0.94 | 4.27 | 1.41 | 1.02 | 0.90 | 0.93 | 1.07 | 0.87 | 0.84 |
| Draw Down(%) | NA | 0.70 | 0.70 | 7.35 | 9.52 | NA | NA | … | … | 0.70 | 0.65 | 0.66 | 1.19 | 6.85 | 0.71 | 9.52 | 0.74 | 0.49 | 0.48 | 0.68 | 0.79 | 0.59 | 0.20 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| CSBAX (Columbia Short Term Bond 529 Port Ag) |
-0.90%
Oct 2019 – Oct 2022 |
0.19%
Mar 2015 – Mar 2020 |
1.12%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSBAX (Columbia Short Term Bond 529 Port Ag) |
6.33%
Oct 2022 – Oct 2025 |
3.69%
Mar 2020 – Mar 2025 |
2.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart