Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Asset Allocation Composite Moderate | NA | -1.01% | 2.75% | 1.09% | 5.35% | 4.50% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Asset Allocation Composite Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.26 | -1.01 | 2.75 | 1.09 | 5.35 | 4.50 | NA | … | … | -5.39 | 19.17 | -6.75 | 11.29 | 1.13 | -3.50 | 3.50 | 18.79 | 11.38 | -3.95 | 9.72 | 19.14 | -21.87 | 6.36 | 13.12 | 7.36 | 13.99 | 28.56 | -8.41 | -0.78 |
| Sharpe Ratio | NA | 0.01 | 0.22 | 0.23 | 0.50 | NA | NA | … | … | -0.26 | 2.50 | -0.85 | 1.80 | 0.13 | -0.38 | 0.45 | 2.22 | 1.25 | -0.28 | 0.76 | 1.76 | -1.59 | 0.33 | 1.20 | 0.73 | 1.48 | 3.60 | -0.91 | -0.34 |
| Standard Deviation(%) | NA | 17.99 | 12.46 | 10.74 | 10.37 | NA | NA | … | … | 21.88 | 7.09 | 9.52 | 5.92 | 7.00 | 9.31 | 7.67 | 8.43 | 9.02 | 14.09 | 12.66 | 10.83 | 14.34 | 9.98 | 8.21 | 7.07 | 8.83 | 7.73 | 10.45 | 9.21 |
| Draw Down(%) | NA | 25.73 | 25.73 | 25.73 | 25.73 | NA | NA | … | … | 25.73 | 3.24 | 14.02 | 3.03 | 7.88 | 10.30 | 8.29 | 6.42 | 8.20 | 14.71 | 11.47 | 11.44 | 28.20 | 7.50 | 8.46 | 6.20 | 7.15 | 5.71 | 18.06 | 14.38 |
| Yield(%) | NA | 4.03 | 6.61 | 7.26 | 5.81 | NA | NA | … | … | 1.06 | 6.09 | 7.00 | 8.70 | 2.37 | 12.48 | 5.53 | 5.80 | 4.91 | 2.99 | 3.19 | 2.95 | 4.29 | 6.68 | 6.20 | 4.80 | 5.24 | 3.67 | 2.17 | 2.72 |
Data as of 05/29/2020, 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 New York 529 College Savings Program Advisor Plan Asset Allocation Composite Moderate |
-5.53%
Feb 2006 – Feb 2009 |
-0.79%
May 2007 – May 2012 |
2.96%
May 2007 – May 2017 |
3.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia New York 529 College Savings Program Advisor Plan Asset Allocation Composite Moderate |
18.90%
Mar 2003 – Mar 2006 |
15.02%
Oct 2002 – Oct 2007 |
8.30%
Mar 2003 – Mar 2013 |
7.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart