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 Tactical Asset Allocation Moderate | NA | -4.62% | 2.04% | 7.97% | 5.81% | 7.27% | 7.97% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia Nevada 529 College Savings Plan Tactical Asset Allocation 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 (%) | -2.77 | -4.62 | 2.04 | 7.97 | 5.81 | 7.27 | 7.97 | … | … | -0.51 | 12.04 | 13.31 | -17.27 | 12.03 | 12.11 | 19.93 | -0.51 | 16.80 | 3.70 | -0.66 | 5.50 | 15.63 | 12.09 | 3.48 | 18.64 | 26.88 | -10.48 | 3.50 | 17.67 | 8.48 | 19.16 | 22.31 | 1.40 | 4.40 |
| Sharpe Ratio | NA | -0.38 | 0.26 | 0.38 | 0.42 | NA | NA | … | … | -0.13 | 0.69 | 0.95 | -1.24 | 1.13 | 0.56 | 2.79 | -0.19 | 3.17 | 0.41 | -0.08 | 0.57 | 2.08 | 1.58 | 0.22 | 1.45 | 2.41 | -1.70 | 0.03 | 1.86 | 0.94 | 2.37 | 3.70 | 0.04 | 0.22 |
| Standard Deviation(%) | NA | 13.33 | 12.43 | 12.36 | 11.97 | NA | NA | … | … | 14.24 | 12.21 | 10.16 | 15.07 | 10.60 | 21.24 | 6.60 | 10.16 | 5.10 | 8.52 | 9.07 | 9.58 | 7.51 | 7.63 | 15.46 | 12.83 | 11.10 | 6.72 | 10.34 | 7.68 | 6.62 | 7.66 | 5.84 | 5.75 | 8.95 |
| Draw Down(%) | NA | 19.05 | 19.05 | 21.43 | 26.52 | NA | NA | … | … | 13.52 | 9.64 | 7.14 | 21.39 | 6.43 | 26.52 | 2.38 | 11.82 | 1.60 | 9.19 | 8.71 | 5.38 | 7.37 | 5.53 | 12.98 | 8.92 | 5.23 | 14.87 | 7.72 | 6.97 | 4.57 | 8.62 | 3.42 | 4.29 | 9.42 |
| Yield(%) | NA | 2.84 | 3.23 | 5.54 | 6.40 | NA | NA | … | … | NA | 0.85 | 3.36 | 2.55 | 4.80 | 9.69 | 9.95 | 4.95 | 7.86 | 7.28 | 8.76 | 8.88 | 7.51 | 2.99 | 3.57 | 2.46 | 4.36 | 5.04 | 12.81 | 10.85 | 7.91 | 6.95 | 3.77 | 2.39 | 4.79 |
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 Nevada 529 College Savings Plan Tactical Asset Allocation Moderate |
0.07%
Mar 2006 – Mar 2009 |
3.68%
Sep 2018 – Sep 2023 |
5.38%
Oct 2013 – Oct 2023 |
6.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia Nevada 529 College Savings Plan Tactical Asset Allocation Moderate |
19.39%
Mar 2009 – Mar 2012 |
16.12%
Feb 2009 – Feb 2014 |
12.26%
Apr 2003 – Apr 2013 |
10.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart