Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMONX (Columbia Moderate 529 A Aggr Track) | 4.51% | 14.03% | 11.48% | 5.22% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMONX (Columbia Moderate 529 A Aggr Track) | 09/13/2016 | 06/09/2026 |
| 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 (%) | -1.31 | 14.03 | 11.48 | 5.22 | NA | NA | NA | … | … | 4.51 | 13.44 | 10.68 | 14.10 | -15.12 | 10.75 | 12.17 | 16.84 | -4.86 | 11.87 | 1.83 |
| Sharpe Ratio | NA | 1.56 | 0.98 | 0.28 | NA | NA | NA | … | … | 0.88 | 1.16 | 0.54 | 1.23 | -1.17 | 1.57 | 0.73 | 2.67 | -0.77 | 3.10 | 1.11 |
| Standard Deviation(%) | NA | 7.32 | 8.44 | 9.64 | NA | NA | NA | … | … | 8.70 | 9.32 | 7.67 | 8.06 | 14.20 | 6.83 | 16.29 | 5.79 | 8.02 | 3.64 | 5.35 |
| Draw Down(%) | NA | 5.48 | 9.58 | 20.30 | NA | NA | NA | … | … | 5.48 | 9.20 | 3.73 | 7.76 | 19.89 | 3.38 | 19.61 | 3.07 | 10.90 | 1.10 | 2.75 |
| 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 06/09/2026, 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 |
|---|---|---|---|---|
| CMONX (Columbia Moderate 529 A Aggr Track) |
0.59%
Apr 2021 – Apr 2024 |
2.78%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMONX (Columbia Moderate 529 A Aggr Track) |
13.35%
Sep 2022 – Sep 2025 |
9.28%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart