Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSBEX (Columbia Short Term Bond 529 Port E) | 1.23% | 4.52% | 5.83% | 2.93% | 2.50% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSBEX (Columbia Short Term Bond 529 Port E) | 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 (%) | 0.00 | 4.52 | 5.83 | 2.93 | 2.50 | NA | NA | … | … | 1.23 | 5.69 | 6.03 | 7.01 | -4.75 | 0.53 | 3.28 | 4.78 | 0.48 | 0.87 | 1.68 | 0.10 | 1.20 | 0.00 |
| Sharpe Ratio | NA | 1.68 | 1.61 | 0.21 | 0.43 | NA | NA | … | … | 0.52 | 2.11 | -0.29 | 1.05 | -2.56 | 0.55 | 0.76 | 2.24 | -0.78 | 0.27 | 1.61 | 0.07 | 0.99 | -0.04 |
| Standard Deviation(%) | NA | 1.31 | 1.71 | 1.97 | 2.02 | NA | NA | … | … | 1.38 | 1.37 | 1.82 | 2.65 | 2.40 | 0.92 | 4.02 | 1.51 | 1.06 | 0.90 | 0.92 | 1.07 | 1.19 | 0.94 |
| Draw Down(%) | NA | 0.69 | 0.72 | 7.07 | 9.34 | NA | NA | … | … | 0.69 | 0.72 | 0.65 | 1.26 | 6.50 | 0.70 | 9.34 | 0.73 | 0.48 | 0.39 | 0.58 | 0.88 | 0.59 | 0.30 |
| 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 |
|---|---|---|---|---|
| CSBEX (Columbia Short Term Bond 529 Port E) |
-0.74%
Oct 2019 – Oct 2022 |
0.27%
Mar 2015 – Mar 2020 |
1.31%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSBEX (Columbia Short Term Bond 529 Port E) |
6.49%
Oct 2022 – Oct 2025 |
3.85%
Mar 2020 – Mar 2025 |
2.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart