Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDCX (Columbia Short Term Bond 529 Port C) | 1.12% | 4.56% | 5.69% | 2.77% | 2.36% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDCX (Columbia Short Term Bond 529 Port C) | 10/23/2013 | 06/03/2026 |
| 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 (%) | 0.08 | 4.56 | 5.69 | 2.77 | 2.36 | NA | NA | … | … | 1.12 | 5.50 | 5.92 | 7.01 | -5.01 | 0.46 | 3.12 | 4.85 | 0.30 | 0.70 | 1.11 | -0.60 | -0.20 | 0.00 |
| Sharpe Ratio | NA | 1.46 | 1.46 | 0.12 | 0.36 | NA | NA | … | … | 0.20 | 1.88 | 1.27 | 1.29 | -2.69 | 0.47 | 0.69 | 2.45 | -1.00 | 0.05 | 0.97 | -0.62 | -0.26 | -0.05 |
| Standard Deviation(%) | NA | 1.36 | 1.76 | 1.97 | 2.03 | NA | NA | … | … | 1.33 | 1.43 | 1.81 | 2.62 | 2.39 | 0.93 | 4.14 | 1.38 | 1.09 | 0.91 | 0.92 | 1.02 | 0.83 | 0.81 |
| Draw Down(%) | NA | 0.64 | 0.67 | 7.25 | 9.29 | NA | NA | … | … | 0.64 | 0.67 | 0.59 | 1.22 | 6.65 | 0.72 | 9.29 | 0.76 | 0.50 | 0.49 | 0.70 | 1.30 | 0.60 | 0.20 |
| 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 06/03/2026, 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 |
|---|---|---|---|---|
| CSDCX (Columbia Short Term Bond 529 Port C) |
-0.86%
Oct 2019 – Oct 2022 |
-0.02%
Mar 2015 – Mar 2020 |
0.96%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDCX (Columbia Short Term Bond 529 Port C) |
6.33%
Oct 2022 – Oct 2025 |
3.72%
Mar 2020 – Mar 2025 |
2.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart