Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCOPX (Columbia Contrarian Core 529 Port A) | 4.81% | 18.69% | 19.05% | 11.63% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCOPX (Columbia Contrarian Core 529 Port A) | 09/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.95 | 18.69 | 19.05 | 11.63 | NA | NA | NA | … | … | 4.81 | 18.16 | 23.10 | 31.68 | -18.99 | 24.19 | 21.77 | 32.44 | -9.33 | 21.20 | 3.62 |
| Sharpe Ratio | NA | 1.59 | 1.11 | 0.55 | NA | NA | NA | … | … | 0.97 | 0.82 | 1.50 | 2.00 | -0.82 | 1.92 | 0.64 | 2.46 | -0.62 | 2.93 | 1.47 |
| Standard Deviation(%) | NA | 12.47 | 15.23 | 17.39 | NA | NA | NA | … | … | 14.19 | 19.07 | 12.93 | 13.83 | 25.05 | 12.56 | 33.24 | 12.63 | 17.20 | 7.06 | 8.35 |
| Draw Down(%) | NA | 10.06 | 19.96 | 24.50 | NA | NA | NA | … | … | 10.06 | 19.96 | 8.87 | 9.46 | 24.50 | 5.39 | 32.47 | 7.08 | 20.60 | 2.20 | 3.97 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| CCOPX (Columbia Contrarian Core 529 Port A) |
3.66%
Mar 2017 – Mar 2020 |
8.02%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOPX (Columbia Contrarian Core 529 Port A) |
26.05%
Dec 2018 – Dec 2021 |
18.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart