Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia D.C. College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 3.03% | 3.10% | 34.75% | 18.19% | 15.07% | 11.93% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia D.C. College Savings Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 3.03 | 3.10 | 34.75 | 18.19 | 15.07 | 11.93 | … | … | 2.81 | 7.61 | 14.05 | -17.12 | 17.49 | 224.75 | 25.82 | -3.94 | 12.47 | 3.72 | 0.35 | 6.08 | 19.39 | 14.35 | -2.93 | 11.01 | 23.16 | -28.85 | 5.98 | 12.98 | 5.79 | 9.23 | 26.24 | 4.52 | 2.31 |
| Sharpe Ratio | NA | 0.21 | 0.32 | 0.49 | 0.52 | NA | NA | … | … | 0.13 | 0.52 | 1.19 | -1.22 | 2.12 | 2.25 | 3.56 | -0.58 | 2.68 | 0.42 | 0.04 | 0.99 | 2.65 | 1.78 | -0.20 | 1.04 | 1.56 | -1.39 | 0.30 | 1.39 | 0.63 | 1.18 | 3.75 | 0.74 | -2.43 |
| Standard Deviation(%) | NA | 9.77 | 10.62 | 10.87 | 32.90 | NA | NA | … | … | 12.06 | 7.68 | 8.70 | 15.24 | 8.24 | 99.97 | 6.84 | 9.13 | 4.40 | 8.40 | 8.82 | 6.11 | 7.32 | 8.04 | 14.84 | 10.50 | 14.82 | 21.40 | 9.58 | 6.85 | 5.62 | 6.98 | 6.80 | 4.54 | 0.05 |
| Draw Down(%) | NA | 11.15 | 13.14 | 23.21 | 24.92 | NA | NA | … | … | 10.29 | 4.29 | 10.37 | 23.21 | 4.00 | 24.92 | 2.86 | 10.67 | 3.05 | 6.55 | 7.39 | 4.52 | 5.27 | 6.89 | 14.24 | 9.02 | 15.52 | 36.42 | 6.26 | 6.28 | 4.35 | 5.79 | 3.00 | 4.81 | 0.00 |
| Yield(%) | NA | 2.91 | 3.80 | 3.40 | 3.62 | NA | NA | … | … | NA | 0.73 | 2.88 | 2.30 | 5.81 | 5.51 | 3.69 | 3.42 | 0.36 | 3.84 | 7.91 | 4.09 | 6.02 | 2.95 | 2.87 | 1.77 | 3.02 | 3.64 | 6.30 | 5.85 | 3.03 | 2.70 | 5.19 | 6.90 | 2.31 |
Data as of 03/31/2025, 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 D.C. College Savings Plan Strategic Asset Allocation – Optimal Moderate |
-9.37%
Feb 2006 – Feb 2009 |
-2.97%
Feb 2004 – Feb 2009 |
4.20%
Dec 2006 – Dec 2016 |
5.16%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia D.C. College Savings Plan Strategic Asset Allocation – Optimal Moderate |
68.70%
Dec 2018 – Dec 2021 |
38.99%
Dec 2016 – Dec 2021 |
22.83%
Dec 2011 – Dec 2021 |
17.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart