Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDVEX (Columbia Dividend Income 529 Port E) | 7.73% | 19.09% | 15.90% | 10.39% | 12.36% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDVEX (Columbia Dividend Income 529 Port E) | 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 (%) | -0.19 | 19.09 | 15.90 | 10.39 | 12.36 | NA | NA | … | … | 7.73 | 16.83 | 16.44 | 10.13 | -4.78 | 26.04 | 7.57 | 27.92 | -4.52 | 20.56 | 13.25 | -0.63 | 14.80 | 4.95 |
| Sharpe Ratio | NA | 1.94 | 1.15 | 0.58 | 0.69 | NA | NA | … | … | 1.66 | 1.02 | 1.03 | 0.51 | -0.32 | 2.34 | 0.23 | 2.40 | -0.39 | 3.20 | 1.16 | -0.04 | 1.39 | 3.40 |
| Standard Deviation(%) | NA | 9.11 | 11.39 | 13.45 | 15.65 | NA | NA | … | … | 10.05 | 13.93 | 9.66 | 11.62 | 19.42 | 11.12 | 32.39 | 11.05 | 14.95 | 6.26 | 11.23 | 15.22 | 10.62 | 8.68 |
| Draw Down(%) | NA | 5.52 | 13.02 | 16.58 | 32.76 | NA | NA | … | … | 5.52 | 13.02 | 5.41 | 9.29 | 16.58 | 4.96 | 32.76 | 5.47 | 16.03 | 2.39 | 7.15 | 11.48 | 7.30 | 1.87 |
| 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 |
|---|---|---|---|---|
| CDVEX (Columbia Dividend Income 529 Port E) |
4.17%
Mar 2017 – Mar 2020 |
6.09%
Mar 2015 – Mar 2020 |
10.10%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDVEX (Columbia Dividend Income 529 Port E) |
20.14%
Dec 2018 – Dec 2021 |
15.73%
Mar 2020 – Mar 2025 |
13.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart