Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia South California Future Scholar 529 College Savings Plan Tactical Asset Allocation Moderate | NA | 0.20% | 7.00% | 2.98% | 2.16% | 2.57% | 2.80% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia South California Future Scholar 529 College Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| 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 (%) | 0.82 | 0.20 | 7.00 | 2.98 | 2.16 | 2.57 | 2.80 | … | … | -4.18 | 7.16 | 8.84 | 13.99 | -15.20 | 5.95 | -8.46 | -2.69 | 2.96 | 12.62 | 6.91 | -5.45 | 4.85 | 13.81 | -7.96 | 10.79 | 6.76 | 2.20 | 11.95 | 7.82 | -10.74 | 2.72 |
| Sharpe Ratio | NA | -0.70 | 0.27 | 0.13 | 0.11 | NA | NA | … | … | -0.37 | 0.56 | 0.41 | 1.42 | -1.57 | 0.92 | -0.87 | -0.34 | 0.33 | 1.69 | 0.74 | -0.34 | 0.82 | 2.39 | -1.47 | 0.69 | 0.38 | 0.01 | 1.42 | 1.69 | -1.28 | 0.09 |
| Standard Deviation(%) | NA | 10.97 | 15.41 | 13.15 | 11.13 | NA | NA | … | … | 11.62 | 12.83 | 21.21 | 8.89 | 10.50 | 5.79 | 9.95 | 8.05 | 8.97 | 7.44 | 9.23 | 16.14 | 5.84 | 5.73 | 6.05 | 11.29 | 9.08 | 4.75 | 7.75 | 4.22 | 9.23 | 4.73 |
| Draw Down(%) | NA | 9.09 | 24.89 | 28.53 | 31.98 | NA | NA | … | … | 6.41 | 7.22 | 24.00 | 4.90 | 22.28 | 3.16 | 8.58 | 8.21 | 6.19 | 6.05 | 8.64 | 17.25 | 6.36 | 3.29 | 11.66 | 7.55 | 10.40 | 4.62 | 6.79 | 4.15 | 17.74 | 3.40 |
| Yield(%) | NA | 3.82 | 5.81 | 4.56 | 3.46 | NA | NA | … | … | 0.07 | 4.22 | 10.39 | 2.43 | 4.95 | 0.28 | 0.14 | 4.70 | 4.90 | 0.45 | 1.76 | 1.05 | 3.84 | 4.74 | 3.30 | 6.56 | 8.33 | 5.65 | 3.16 | 3.94 | 1.55 | 5.15 |
Data as of 01/31/2022, 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 South California Future Scholar 529 College Savings Plan Tactical Asset Allocation Mode |
-6.31%
Dec 2015 – Dec 2018 |
-5.65%
Mar 2015 – Mar 2020 |
-0.85%
Mar 2010 – Mar 2020 |
1.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia South California Future Scholar 529 College Savings Plan Tactical Asset Allocation Mode |
10.38%
Oct 2004 – Oct 2007 |
8.97%
Oct 2002 – Oct 2007 |
5.63%
Aug 2004 – Aug 2014 |
4.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart