Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Tactical Asset Allocation Moderate | NA | -1.58% | 3.79% | 1.90% | 3.06% | 2.50% | 3.34% | … | … |
Data as of 03/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | -1.58 | 3.79 | 1.90 | 3.06 | 2.50 | 3.34 | … | … | -12.12 | 8.69 | 6.38 | 6.43 | -6.80 | 3.22 | 2.06 | -1.62 | 0.42 | 13.72 | 11.07 | -6.60 | 2.20 | 12.52 | -10.63 | 7.56 | 11.01 | 4.15 | 12.95 | 10.64 | -9.29 | -0.03 |
| Sharpe Ratio | NA | -1.27 | 0.02 | -0.11 | 0.27 | NA | NA | … | … | -1.01 | 0.93 | 0.64 | 0.99 | -1.14 | 0.40 | 0.30 | -0.32 | 0.06 | 1.68 | 2.43 | -0.43 | 0.21 | 1.44 | -1.53 | 0.44 | 1.09 | 0.41 | 1.53 | 2.77 | -1.15 | -0.88 |
| Standard Deviation(%) | NA | 10.44 | 9.34 | 8.35 | 7.46 | NA | NA | … | … | 12.18 | 9.35 | 9.53 | 5.06 | 7.10 | 6.48 | 6.23 | 5.13 | 7.12 | 8.14 | 4.53 | 15.48 | 10.09 | 8.61 | 7.53 | 10.35 | 7.13 | 4.83 | 7.86 | 3.59 | 9.07 | 2.67 |
| Draw Down(%) | NA | 14.29 | 17.96 | 21.99 | 21.99 | NA | NA | … | … | 13.09 | 5.64 | 16.93 | 3.45 | 11.83 | 6.32 | 4.74 | 6.07 | 8.05 | 6.81 | 3.96 | 16.53 | 10.59 | 4.79 | 13.66 | 7.36 | 8.60 | 4.84 | 6.61 | 3.53 | 15.38 | 3.97 |
| Yield(%) | NA | 4.43 | 3.35 | 2.99 | 4.11 | NA | NA | … | … | 0.51 | 4.80 | 2.60 | 3.49 | 4.08 | 0.29 | 2.86 | 10.52 | 3.89 | 6.57 | 3.40 | 1.43 | 1.96 | 1.51 | 2.85 | 4.28 | 3.79 | 3.81 | 3.36 | 2.94 | 0.57 | 2.21 |
Data as of 03/31/2022, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Tactical Asset Allocation Moderate |
-4.83%
Mar 2017 – Mar 2020 |
-2.65%
Mar 2015 – Mar 2020 |
0.41%
Mar 2010 – Mar 2020 |
1.90%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Tactical Asset Allocation Moderate |
11.84%
May 2004 – May 2007 |
10.12%
Oct 2002 – Oct 2007 |
5.87%
Aug 2004 – Aug 2014 |
5.00%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart