Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCTX (Columbia Moderate 529 Port C Static) | 5.30% | 15.36% | 11.49% | -0.76% | 6.47% | NA | NA | … | … |
Data as of 06/01/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSCTX (Columbia Moderate 529 Port C Static) | 10/23/2013 | 06/01/2026 |
| 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 (%) | 0.55 | 15.36 | 11.49 | -0.76 | 6.47 | NA | NA | … | … | 5.30 | 11.66 | 9.50 | 13.57 | -16.01 | 9.94 | 11.30 | 16.00 | -5.75 | 11.23 | 5.97 | -1.48 | 5.70 | 2.03 |
| Sharpe Ratio | NA | 1.67 | 0.98 | 0.05 | 0.13 | NA | NA | … | … | 1.13 | 0.99 | 0.39 | 1.17 | -1.24 | 0.09 | 0.67 | 0.37 | -0.88 | 2.91 | 0.81 | -0.19 | 0.95 | 2.48 |
| Standard Deviation(%) | NA | 7.18 | 8.40 | 46.75 | 38.00 | NA | NA | … | … | 8.56 | 9.50 | 7.50 | 8.10 | 13.98 | 110.96 | 16.33 | 39.61 | 8.04 | 3.65 | 7.09 | 7.90 | 5.98 | 4.57 |
| Draw Down(%) | NA | 5.53 | 9.80 | 38.47 | 38.47 | NA | NA | … | … | 5.53 | 9.26 | 3.86 | 7.92 | 20.59 | 25.13 | 19.66 | 24.11 | 11.43 | 1.15 | 5.77 | 7.07 | 4.14 | 1.11 |
| 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 06/01/2026, 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 |
|---|---|---|---|---|
| CSCTX (Columbia Moderate 529 Port C Static) |
-7.84%
Jun 2021 – Jun 2024 |
1.98%
Mar 2015 – Mar 2020 |
4.19%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCTX (Columbia Moderate 529 Port C Static) |
19.67%
Jun 2018 – Jun 2021 |
14.46%
Jun 2016 – Jun 2021 |
6.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart