Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMRCX (Columbia Marsico Growth 529 Port C) | NA | 7.93% | 13.89% | 9.54% | 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 |
|---|---|---|
| CMRCX (Columbia Marsico Growth 529 Port C) | 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 (%) | -0.71 | 7.93 | 13.89 | 9.54 | NA | NA | NA | … | … | 24.99 | -5.78 | 27.18 | -0.49 | 0.13 | 9.75 | 5.23 |
| Sharpe Ratio | NA | 0.32 | 0.85 | 0.54 | NA | NA | NA | … | … | 2.96 | -0.34 | 2.90 | -0.04 | 0.01 | 0.65 | 2.79 |
| Standard Deviation(%) | NA | 19.58 | 15.44 | 16.37 | NA | NA | NA | … | … | 15.29 | 21.13 | 9.19 | 15.77 | 18.35 | 15.03 | 11.25 |
| Draw Down(%) | NA | 23.65 | 23.65 | 23.65 | NA | NA | NA | … | … | 8.95 | 23.65 | 3.34 | 16.41 | 14.39 | 10.12 | 3.42 |
| 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 |
|---|---|---|---|---|
| CMRCX (Columbia Marsico Growth 529 Port C) |
3.03%
Dec 2013 – Dec 2016 |
5.56%
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 |
|---|---|---|---|---|
| CMRCX (Columbia Marsico Growth 529 Port C) |
16.98%
Sep 2015 – Sep 2018 |
10.39%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart