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CLGAX: Future Scholar 529 College Savings Plan - Columbia Moderate 529 Portfolio Fund (MUTUAL FUND)
Basic Info 12.37 0(0.0%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 10/22/2013 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.7 | 3.9 | 4.3 | 1.6 | 1.9 | 1.7 | 5.7 | 3.1 | 5.4 | -6.4 | -0.9 | 5.0 | 5.0 | 0.7 | 1.7 | 1.9 | -0.8 | 1.2 | -0.2 |
| Sharpe Ratio | NA | -0.49 | 0.64 | 0.39 | -0.01 | 0.0 | 0.01 | 1.31 | -0.19 | 0.49 | -2.15 | 0.0 | 1.64 | 1.86 | -0.47 | 0.76 | 1.11 | -0.47 | 1.21 | -1.0 |
| Draw Down(%) | NA | 1.2 | 1.2 | 2.5 | 62.9 | 62.9 | 62.9 | 1.2 | 1.6 | 2.6 | 8.8 | 59.3 | 4.1 | 1.1 | 1.1 | 0.7 | 1.8 | 1.5 | 0.4 | 0.3 |
| Standard Deviation(%) | NA | 2.0 | 1.9 | 2.6 | 80.5 | 56.9 | 50.7 | 2.2 | 2.7 | 3.7 | 3.7 | 181.0 | 2.9 | 1.9 | 1.5 | 1.3 | 1.5 | 1.7 | 1.0 | 1.1 |
| Treynor Ratio | NA | -0.24 | 0.59 | 0.62 | 0.15 | -0.06 | -0.1 | -11.13 | -0.38 | 0.55 | -2.67 | 0.02 | -4.69 | -1.0 | 0.55 | -0.48 | -5.42 | 0.35 | -1.29 | 0.72 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.14 | 0.07 | 0.06 | 0.01 | 0.0 | 0.0 | -0.03 | 0.69 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.04 | 0.02 | 0.02 | -0.06 | -0.04 | -0.04 | 0.0 | 0.01 | 0.03 | 0.03 | -0.45 | -0.01 | -0.04 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 |
| RSquared | NA | 0.16 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.09 | 0.0 | 0.02 | 0.12 | 0.03 | 0.02 | 0.0 | 0.05 | 0.02 | 0.02 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2013
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