Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAEGX (Columbia Aggressive Growth 529 Port E St) | 6.63% | 20.08% | 16.83% | 9.15% | 11.59% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAEGX (Columbia Aggressive Growth 529 Port E St) | 10/23/2013 | 06/10/2026 |
| 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 (%) | -2.83 | 20.08 | 16.83 | 9.15 | 11.59 | NA | NA | … | … | 6.63 | 19.34 | 17.52 | 21.09 | -16.37 | 20.81 | 15.05 | 25.23 | -8.81 | 20.12 | 9.40 | -0.71 | 11.34 | 4.31 |
| Sharpe Ratio | NA | 1.69 | 1.05 | 0.43 | 0.60 | NA | NA | … | … | 1.18 | 1.04 | 0.91 | 1.35 | -0.76 | 1.73 | 0.48 | 2.09 | -0.69 | 2.86 | 0.69 | -0.05 | 0.98 | 3.12 |
| Standard Deviation(%) | NA | 12.02 | 13.76 | 15.93 | 16.66 | NA | NA | … | … | 14.05 | 16.21 | 12.14 | 12.61 | 23.41 | 12.05 | 30.90 | 11.38 | 14.76 | 6.83 | 13.30 | 14.57 | 11.50 | 8.13 |
| Draw Down(%) | NA | 8.56 | 16.52 | 24.20 | 33.35 | NA | NA | … | … | 8.56 | 16.52 | 7.70 | 10.76 | 23.73 | 5.85 | 33.35 | 6.69 | 19.16 | 2.15 | 10.83 | 11.68 | 7.95 | 1.99 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| CAEGX (Columbia Aggressive Growth 529 Port E St) |
0.60%
Mar 2017 – Mar 2020 |
2.54%
Mar 2015 – Mar 2020 |
8.39%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAEGX (Columbia Aggressive Growth 529 Port E St) |
20.36%
Sep 2022 – Sep 2025 |
15.16%
Mar 2020 – Mar 2025 |
12.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart