Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGSEX (Columbia Growth 529 Port E Static) | 6.09% | 18.71% | 15.78% | 8.38% | 10.86% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGSEX (Columbia Growth 529 Port E Static) | 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 (%) | -2.66 | 18.71 | 15.78 | 8.38 | 10.86 | NA | NA | … | … | 6.09 | 18.03 | 14.80 | 19.90 | -16.47 | 18.71 | 15.60 | 23.58 | -7.45 | 18.37 | 8.80 | -0.68 | 8.68 | 3.78 |
| Sharpe Ratio | NA | 1.71 | 1.07 | 0.42 | 0.62 | NA | NA | … | … | 1.17 | 1.06 | 0.91 | 1.37 | -0.85 | 1.69 | 0.56 | 2.20 | -0.65 | 2.91 | 0.72 | -0.05 | 0.86 | 3.03 |
| Standard Deviation(%) | NA | 10.90 | 12.47 | 14.43 | 14.97 | NA | NA | … | … | 12.82 | 14.60 | 11.00 | 11.49 | 21.16 | 11.04 | 27.39 | 10.08 | 13.40 | 6.12 | 11.96 | 13.18 | 10.06 | 7.25 |
| Draw Down(%) | NA | 7.84 | 14.88 | 23.46 | 30.20 | NA | NA | … | … | 7.84 | 14.88 | 6.76 | 10.05 | 23.06 | 5.26 | 30.20 | 5.81 | 17.18 | 1.91 | 9.97 | 10.65 | 7.14 | 1.81 |
| 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 |
|---|---|---|---|---|
| CGSEX (Columbia Growth 529 Port E Static) |
1.33%
Mar 2017 – Mar 2020 |
2.87%
Mar 2015 – Mar 2020 |
7.69%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGSEX (Columbia Growth 529 Port E Static) |
19.25%
Dec 2018 – Dec 2021 |
13.80%
Mar 2020 – Mar 2025 |
11.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart