Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNAAX (Columbia Conservative 529 A Aggr Trac) | 1.06% | 5.70% | 5.77% | 2.42% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNAAX (Columbia Conservative 529 A Aggr Trac) | 09/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 5.70 | 5.77 | 2.42 | NA | NA | NA | … | … | 1.06 | 7.22 | 5.32 | 7.53 | -8.73 | 2.01 | 6.60 | 7.74 | -0.06 | 4.69 | 0.07 |
| Sharpe Ratio | NA | 1.20 | 0.82 | -0.01 | NA | NA | NA | … | … | 0.10 | 1.51 | -0.40 | 0.82 | -1.92 | 0.96 | 1.58 | 3.84 | -0.58 | 3.12 | -0.02 |
| Standard Deviation(%) | NA | 2.62 | 3.22 | 3.71 | NA | NA | NA | … | … | 3.10 | 2.93 | 3.16 | 4.01 | 5.28 | 2.07 | 4.01 | 1.65 | 2.39 | 1.31 | 1.80 |
| Draw Down(%) | NA | 2.05 | 3.07 | 11.47 | NA | NA | NA | … | … | 2.05 | 2.23 | 1.66 | 3.07 | 11.24 | 1.22 | 5.89 | 0.88 | 2.27 | 0.51 | 1.10 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| CNAAX (Columbia Conservative 529 A Aggr Trac) |
-1.13%
Oct 2020 – Oct 2023 |
1.13%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNAAX (Columbia Conservative 529 A Aggr Trac) |
7.05%
Oct 2022 – Oct 2025 |
4.16%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart