Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRAX (Columbia Large Cap Growth 529 Portfolio) | NA | 8.72% | 14.77% | 10.37% | NA | NA | NA | … | … |
Data as of 07/31/2019, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMRAX (Columbia Large Cap Growth 529 Portfolio) | 10/23/2013 | 07/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 8.72 | 14.77 | 10.37 | NA | NA | NA | … | … | 25.52 | -4.49 | 27.44 | 0.23 | 0.92 | 10.51 | 5.43 |
| Sharpe Ratio | NA | 0.36 | 0.91 | 0.59 | NA | NA | NA | … | … | 3.04 | -0.28 | 2.90 | 0.00 | 0.05 | 0.70 | 2.93 |
| Standard Deviation(%) | NA | 19.60 | 15.46 | 16.38 | NA | NA | NA | … | … | 15.28 | 21.13 | 9.28 | 15.73 | 18.33 | 15.05 | 11.17 |
| Draw Down(%) | NA | 23.52 | 23.52 | 23.52 | NA | NA | NA | … | … | 8.91 | 23.52 | 3.28 | 16.32 | 14.26 | 10.03 | 3.39 |
| 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 |
Data as of 07/31/2019, 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 |
|---|---|---|---|---|
| CMRAX (Columbia Large Cap Growth 529 Portfolio) |
3.78%
Dec 2013 – Dec 2016 |
6.35%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMRAX (Columbia Large Cap Growth 529 Portfolio) |
17.89%
Sep 2015 – Sep 2018 |
11.23%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart