Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Strategic Asset Allocation – Optimal Moderate | NA | -0.53% | 0.46% | 1.40% | 5.62% | 4.98% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.16 | -0.53 | 0.46 | 1.40 | 5.62 | 4.98 | NA | … | … | -5.43 | 19.56 | -5.53 | 4.26 | 5.09 | -1.30 | 3.45 | 19.34 | 13.93 | -5.84 | 14.90 | 27.94 | -27.34 | 7.92 | 11.99 | 7.84 | 15.95 | 31.41 | -10.50 | -1.64 |
| Sharpe Ratio | NA | 0.02 | 0.04 | 0.23 | 0.49 | NA | NA | … | … | -0.27 | 2.61 | -0.75 | 0.46 | 0.56 | -0.14 | 0.36 | 2.28 | 1.54 | -0.36 | 1.15 | 1.50 | -1.26 | 0.46 | 1.15 | 0.86 | 1.74 | 3.92 | -1.03 | -0.36 |
| Standard Deviation(%) | NA | 17.29 | 12.54 | 10.98 | 10.91 | NA | NA | … | … | 21.03 | 6.94 | 9.20 | 7.98 | 8.68 | 9.18 | 9.56 | 8.46 | 9.01 | 16.19 | 12.93 | 18.61 | 22.38 | 10.66 | 7.58 | 6.58 | 8.60 | 7.83 | 11.22 | 11.00 |
| Draw Down(%) | NA | 24.96 | 24.96 | 24.96 | 24.96 | NA | NA | … | … | 24.96 | 3.50 | 12.69 | 7.12 | 9.09 | 9.33 | 8.08 | 6.87 | 7.68 | 18.50 | 10.56 | 18.87 | 37.18 | 7.52 | 8.46 | 5.25 | 6.79 | 5.57 | 18.12 | 17.26 |
| Yield(%) | NA | 3.97 | 4.20 | 6.09 | 5.46 | NA | NA | … | … | 1.04 | 6.09 | 6.22 | 0.26 | 6.19 | 12.76 | 7.25 | 6.81 | 3.02 | 3.16 | 4.19 | 2.98 | 6.78 | 6.61 | 4.21 | 5.80 | 4.38 | 3.57 | 3.43 | 5.11 |
Data as of 05/29/2020, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Strategic Asset Allocation – Optimal |
-9.43%
Feb 2006 – Feb 2009 |
-1.38%
Feb 2004 – Feb 2009 |
3.92%
Mar 2010 – Mar 2020 |
4.28%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Strategic Asset Allocation – Optimal |
20.48%
Mar 2003 – Mar 2006 |
17.01%
Feb 2009 – Feb 2014 |
9.53%
Feb 2009 – Feb 2019 |
8.34%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart