Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCNX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) | 10.96% | 27.03% | 10.94% | 3.08% | 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 |
|---|---|---|
| CSCNX (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 (%) | -0.16 | 27.03 | 10.94 | 3.08 | NA | NA | NA | … | … | 10.96 | 9.40 | 8.17 | 17.99 | -20.19 | 18.72 | 3.30 | 4.86 |
| Sharpe Ratio | NA | 1.51 | 0.45 | 0.04 | NA | NA | NA | … | … | 1.52 | 0.30 | 0.08 | 0.73 | -0.80 | 1.00 | 0.07 | 15.27 |
| Standard Deviation(%) | NA | 17.09 | 19.53 | 21.19 | NA | NA | NA | … | … | 17.35 | 22.01 | 19.03 | 19.09 | 27.16 | 18.61 | 43.99 | 7.22 |
| Draw Down(%) | NA | 9.96 | 26.13 | 29.20 | NA | NA | NA | … | … | 9.96 | 23.67 | 8.93 | 16.10 | 26.70 | 10.22 | 47.06 | 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 |
|---|---|---|---|---|
| CSCNX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) |
-3.41%
Apr 2021 – Apr 2024 |
2.50%
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 |
|---|---|---|---|---|
| CSCNX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) |
16.14%
Mar 2020 – Mar 2023 |
12.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart