Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNBTX (Columbia Conservative 529 C Aggr Track) | 1.23% | 5.40% | 5.31% | 1.89% | 2.66% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNBTX (Columbia Conservative 529 C Aggr Track) | 10/23/2013 | 06/11/2026 |
| 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 5.40 | 5.31 | 1.89 | 2.66 | NA | NA | … | … | 1.23 | 6.59 | 4.72 | 7.04 | -9.45 | 1.40 | 5.95 | 7.06 | -0.96 | 4.15 | 2.72 | -1.23 | 3.14 | 0.45 |
| Sharpe Ratio | NA | 0.98 | 0.62 | -0.18 | 0.31 | NA | NA | … | … | -0.14 | 1.28 | -0.58 | 0.71 | -2.08 | 0.63 | 1.39 | 3.36 | -0.94 | 2.62 | 1.20 | -0.50 | 1.62 | 1.52 |
| Standard Deviation(%) | NA | 2.58 | 3.24 | 3.68 | 3.16 | NA | NA | … | … | 3.05 | 2.96 | 3.22 | 3.94 | 5.20 | 2.19 | 4.08 | 1.68 | 2.41 | 1.35 | 2.09 | 2.54 | 1.92 | 1.58 |
| Draw Down(%) | NA | 2.05 | 3.25 | 12.10 | 12.10 | NA | NA | … | … | 2.05 | 2.28 | 1.66 | 3.25 | 11.67 | 1.26 | 5.89 | 0.85 | 2.52 | 0.56 | 1.42 | 2.73 | 0.94 | 0.45 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| CNBTX (Columbia Conservative 529 C Aggr Track) |
-1.74%
Oct 2020 – Oct 2023 |
0.48%
Oct 2017 – Oct 2022 |
1.64%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNBTX (Columbia Conservative 529 C Aggr Track) |
6.41%
Oct 2022 – Oct 2025 |
3.77%
Jan 2016 – Jan 2021 |
2.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart