Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCHX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) | 10.83% | 26.71% | 10.66% | 2.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSCHX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) | 12/06/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 26.71 | 10.66 | 2.80 | NA | NA | NA | … | … | 10.83 | 9.13 | 7.84 | 17.64 | -20.41 | 18.55 | 2.99 | 4.86 |
| Sharpe Ratio | NA | 1.49 | 0.44 | 0.02 | NA | NA | NA | … | … | 1.51 | 0.29 | 0.07 | 0.71 | -0.80 | 0.99 | 0.06 | 15.27 |
| Standard Deviation(%) | NA | 17.17 | 19.51 | 21.20 | NA | NA | NA | … | … | 17.21 | 22.12 | 18.95 | 19.07 | 27.20 | 18.62 | 43.92 | 7.22 |
| Draw Down(%) | NA | 9.95 | 26.17 | 29.38 | NA | NA | NA | … | … | 9.95 | 23.68 | 8.91 | 16.18 | 26.88 | 10.26 | 47.14 | 0.55 |
| 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 |
Data as of 06/04/2026, Common starting date is 12/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCHX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) |
-3.67%
Apr 2021 – Apr 2024 |
2.24%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCHX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) |
15.83%
Mar 2020 – Mar 2023 |
12.64%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart