Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCOX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) | 10.43% | 25.71% | 9.82% | 2.04% | 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 |
|---|---|---|
| CSCOX (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 (%) | -0.23 | 25.71 | 9.82 | 2.04 | NA | NA | NA | … | … | 10.43 | 8.27 | 7.02 | 16.80 | -20.99 | 17.62 | 2.28 | 4.78 |
| Sharpe Ratio | NA | 1.44 | 0.40 | -0.01 | NA | NA | NA | … | … | 1.45 | 0.25 | 0.02 | 0.66 | -0.82 | 0.94 | 0.05 | 14.97 |
| Standard Deviation(%) | NA | 17.14 | 19.50 | 21.21 | NA | NA | NA | … | … | 17.18 | 22.13 | 18.92 | 19.06 | 27.24 | 18.68 | 44.04 | 7.19 |
| Draw Down(%) | NA | 10.01 | 26.42 | 29.88 | NA | NA | NA | … | … | 10.01 | 23.84 | 8.96 | 16.27 | 27.31 | 10.34 | 47.17 | 0.63 |
| 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 |
|---|---|---|---|---|
| CSCOX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) |
-4.39%
Apr 2021 – Apr 2024 |
1.49%
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 |
|---|---|---|---|---|
| CSCOX (Future Scholar 529 College Savings Plan S C – Clearbridge Small Cap 529 Fund) |
14.95%
Mar 2020 – Mar 2023 |
11.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart