Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | -7.13% | 33.71% | 21.80% | 13.69% | 10.29% | 10.85% | … | … |
Data as of 01/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 04/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.02 | -7.13 | 33.71 | 21.80 | 13.69 | 10.29 | 10.85 | … | … | 5.81 | -17.59 | 10.46 | 148.04 | 22.00 | -6.16 | 6.58 | 0.59 | 2.66 | 6.72 | 14.23 | 11.97 | -2.73 | 15.19 | 23.63 | -27.52 | 7.40 | 12.63 | 8.71 | 14.27 | 23.98 | -7.40 | -1.39 |
| Sharpe Ratio | NA | -0.44 | 0.81 | 0.59 | 0.47 | NA | NA | … | … | 0.40 | -1.22 | 1.13 | 1.88 | 2.88 | -0.71 | 1.34 | 0.05 | 0.32 | 1.01 | 1.99 | 1.72 | -0.19 | 1.24 | 1.41 | -1.27 | 0.41 | 1.19 | 1.06 | 1.81 | 2.99 | -0.79 | -0.40 |
| Standard Deviation(%) | NA | 15.08 | 45.92 | 36.64 | 26.43 | NA | NA | … | … | 10.62 | 15.55 | 9.26 | 78.66 | 7.14 | 10.52 | 4.43 | 8.40 | 8.22 | 6.64 | 7.13 | 6.92 | 14.41 | 12.14 | 16.72 | 22.47 | 10.70 | 7.83 | 6.20 | 7.36 | 7.79 | 10.83 | 9.34 |
| Draw Down(%) | NA | 15.63 | 23.54 | 25.12 | 25.12 | NA | NA | … | … | 6.78 | 23.54 | 5.66 | 25.12 | 3.34 | 14.00 | 3.97 | 8.70 | 7.17 | 4.56 | 6.65 | 5.61 | 14.24 | 9.32 | 15.65 | 37.04 | 7.38 | 8.18 | 4.16 | 6.45 | 5.75 | 15.12 | 13.09 |
| Yield(%) | NA | 4.20 | 10.82 | 9.39 | 6.84 | NA | NA | … | … | 0.32 | 3.70 | 7.68 | 17.81 | 7.85 | 7.22 | 0.30 | 1.70 | 6.87 | 7.64 | 5.89 | 4.96 | 2.98 | 2.48 | 2.38 | 4.19 | 11.19 | 8.36 | 5.50 | 3.69 | 1.90 | 1.54 | 3.94 |
Data as of 01/31/2023, 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 Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
-8.94%
Feb 2006 – Feb 2009 |
-1.22%
Feb 2004 – Feb 2009 |
4.05%
Oct 2007 – Oct 2017 |
4.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia Nevada 529 College Savings Plan Strategic Asset Allocation – Optimal Moderate |
49.52%
Dec 2018 – Dec 2021 |
27.30%
Dec 2016 – Dec 2021 |
16.77%
Dec 2011 – Dec 2021 |
11.79%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart