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 Asset Allocation Composite Moderate | 2.95% | 7.70% | 6.27% | 2.34% | 13.85% | 10.71% | 9.57% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia Nevada 529 College Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.60 | 7.70 | 6.27 | 2.34 | 13.85 | 10.71 | 9.57 | … | … | 2.95 | 4.84 | 7.38 | 4.51 | -15.85 | 11.37 | 138.12 | 19.14 | -5.48 | 10.70 | 4.06 | 0.34 | 7.11 | 11.70 | 13.37 | -0.72 | 17.65 | 30.63 | -24.87 | 2.86 | 16.72 | 8.22 | 15.15 | 24.45 | -4.19 | -4.18 |
| Sharpe Ratio | NA | 1.02 | 0.35 | -0.08 | 0.44 | NA | NA | … | … | 0.23 | 0.19 | 0.42 | 2.37 | -1.59 | 1.55 | 1.71 | 2.64 | -0.77 | 2.52 | 0.49 | 0.04 | 1.07 | 1.67 | 1.81 | -0.05 | 1.38 | 1.67 | -1.14 | -0.03 | 1.71 | 0.93 | 1.92 | 3.12 | -0.49 | -0.61 |
| Standard Deviation(%) | NA | 9.40 | 8.92 | 8.89 | 26.45 | NA | NA | … | … | 12.04 | 10.41 | 8.85 | 0.36 | 10.86 | 7.34 | 80.78 | 6.68 | 8.88 | 3.99 | 7.80 | 7.98 | 6.66 | 7.00 | 7.34 | 14.91 | 12.72 | 18.33 | 22.72 | 10.39 | 7.78 | 6.44 | 7.39 | 7.60 | 10.99 | 10.78 |
| Draw Down(%) | NA | 7.53 | 15.83 | 18.30 | 25.37 | NA | NA | … | … | 7.53 | 13.20 | 6.52 | 0.03 | 18.30 | 5.86 | 25.37 | 2.90 | 12.49 | 1.85 | 7.65 | 7.83 | 4.94 | 7.21 | 6.27 | 14.45 | 9.65 | 15.77 | 36.07 | 7.12 | 8.31 | 4.56 | 6.32 | 4.69 | 13.04 | 15.66 |
| Yield(%) | NA | 3.31 | 3.94 | 6.16 | 6.61 | NA | NA | … | … | NA | NA | 0.72 | 4.38 | 1.88 | 5.33 | 9.39 | 8.68 | 8.55 | 9.83 | 3.96 | 6.58 | 7.01 | 6.33 | 2.96 | 2.63 | 2.30 | 3.12 | 3.00 | 13.28 | 8.06 | 6.12 | 5.34 | 1.91 | 1.36 | 2.24 |
Data as of 02/27/2026, 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 Asset Allocation Composite Moderate |
-8.43%
Feb 2006 – Feb 2009 |
-0.75%
Feb 2004 – Feb 2009 |
5.15%
Jan 2007 – Jan 2017 |
5.58%
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 Asset Allocation Composite Moderate |
46.73%
Dec 2018 – Dec 2021 |
27.01%
Dec 2016 – Dec 2021 |
16.83%
Sep 2011 – Sep 2021 |
14.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart