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 Strategic Asset Allocation – Optimal Moderate | NA | 8.29% | 3.78% | 7.35% | 3.86% | 5.98% | NA | … | … |
Data as of 09/30/2016, 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 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 8.29 | 3.78 | 7.35 | 3.86 | 5.98 | NA | … | … | 0.90 | 3.58 | 1.90 | 16.57 | 9.28 | -6.83 | 14.06 | 18.39 | -25.33 | 8.04 | 12.01 | 8.84 | 12.95 | 24.24 | -3.20 | -5.66 |
| Sharpe Ratio | NA | 0.01 | 0.25 | 0.76 | 0.23 | NA | NA | … | … | 0.09 | 0.37 | 0.24 | 2.22 | 1.10 | -0.41 | 1.15 | 1.26 | -1.30 | 0.49 | 1.01 | 1.03 | 1.50 | 3.24 | -0.46 | -0.91 |
| Standard Deviation(%) | NA | 7.85 | 8.39 | 8.22 | 12.19 | NA | NA | … | … | 7.84 | 9.51 | 7.77 | 7.43 | 8.41 | 16.54 | 12.20 | 14.53 | 20.14 | 10.31 | 8.64 | 6.48 | 8.02 | 7.28 | 9.41 | 8.80 |
| Draw Down(%) | NA | 9.13 | 9.68 | 9.68 | 35.50 | NA | NA | … | … | 8.61 | 8.10 | 7.32 | 4.89 | 7.40 | 17.66 | 9.85 | 12.28 | 33.32 | 6.79 | 9.51 | 4.41 | 6.56 | 5.01 | 12.52 | 15.11 |
| Yield(%) | NA | 0.74 | 5.24 | 5.32 | 4.37 | NA | NA | … | … | 0.74 | 9.20 | 5.85 | 9.24 | 1.47 | 1.56 | 2.41 | 2.27 | 2.31 | 8.48 | 5.20 | 4.24 | 2.93 | 2.09 | 2.67 | 4.13 |
Data as of 09/30/2016, 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 Strategic Asset Allocation – O |
-7.29%
Feb 2006 – Feb 2009 |
-0.49%
Oct 2007 – Oct 2012 |
3.26%
Nov 2006 – Nov 2016 |
5.01%
Feb 2001 – Feb 2016 |
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 Strategic Asset Allocation – O |
17.72%
Mar 2003 – Mar 2006 |
14.16%
Sep 2002 – Sep 2007 |
7.23%
Mar 2003 – Mar 2013 |
5.98%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart