Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRPX (Columbia Total Return Bond 529 Port A) | 0.45% | 5.04% | 5.24% | -0.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRPX (Columbia Total Return Bond 529 Port A) | 09/13/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.04 | 5.24 | -0.37 | NA | NA | NA | … | … | 0.45 | 8.62 | 1.87 | 7.36 | -17.57 | -0.13 | 11.92 | 9.12 | 0.16 | 3.53 | -1.74 |
| Sharpe Ratio | NA | 0.73 | 0.40 | -0.44 | NA | NA | NA | … | … | -0.27 | 1.15 | -0.78 | 0.40 | -2.27 | -0.06 | 1.94 | 2.13 | -0.39 | 1.16 | -1.99 |
| Standard Deviation(%) | NA | 4.28 | 5.89 | 6.48 | NA | NA | NA | … | … | 4.42 | 5.12 | 6.33 | 7.77 | 8.37 | 2.51 | 6.01 | 3.61 | 2.95 | 2.52 | 2.96 |
| Draw Down(%) | NA | 2.89 | 6.31 | 22.91 | NA | NA | NA | … | … | 2.89 | 2.83 | 5.17 | 7.91 | 21.67 | 2.36 | 9.97 | 2.23 | 2.19 | 1.31 | 3.39 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRPX (Columbia Total Return Bond 529 Port A) |
-6.13%
Oct 2020 – Oct 2023 |
-0.71%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRPX (Columbia Total Return Bond 529 Port A) |
7.58%
Jul 2018 – Jul 2021 |
4.82%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart