Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMREX (Columbia Marsico Growth 529 Port E) | NA | 9.00% | 14.57% | 10.36% | 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 |
|---|---|---|
| CMREX (Columbia Marsico Growth 529 Port E) | 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 (%) | -0.68 | 9.00 | 14.57 | 10.36 | NA | NA | NA | … | … | 25.73 | -5.49 | 27.70 | 0.50 | 1.16 | 4.06 | 5.34 |
| Sharpe Ratio | NA | 0.37 | 0.89 | 0.59 | NA | NA | NA | … | … | 2.97 | -0.32 | 2.94 | 0.02 | 0.06 | 0.25 | 2.84 |
| Standard Deviation(%) | NA | 20.01 | 15.63 | 16.48 | NA | NA | NA | … | … | 15.77 | 21.29 | 9.25 | 15.77 | 18.37 | 16.19 | 11.31 |
| Draw Down(%) | NA | 23.75 | 23.75 | 23.75 | NA | NA | NA | … | … | 8.86 | 23.75 | 3.29 | 16.33 | 14.21 | 13.14 | 3.44 |
| 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 |
|---|---|---|---|---|
| CMREX (Columbia Marsico Growth 529 Port E) |
1.90%
Dec 2013 – Dec 2016 |
5.01%
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 |
|---|---|---|---|---|
| CMREX (Columbia Marsico Growth 529 Port E) |
17.66%
Sep 2015 – Sep 2018 |
9.86%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart