Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia South California Future Scholar 529 College Savings Plan Asset Allocation Composite Moderate | NA | 2.93% | 2.24% | 5.66% | 3.79% | 5.63% | NA | … | … |
Data as of 09/30/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia South California Future Scholar 529 College Savings Plan Asset Allocation Composite Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 2.93 | 2.24 | 5.66 | 3.79 | 5.63 | NA | … | … | 1.96 | -0.26 | 1.73 | 16.03 | 8.15 | -3.55 | 9.18 | 26.49 | -23.99 | 7.45 | 9.42 | 9.49 | 13.80 | 18.93 | -4.31 | -5.72 |
| Sharpe Ratio | NA | 0.15 | 0.14 | 0.63 | 0.30 | NA | NA | … | … | 0.22 | -0.03 | 0.22 | 2.09 | 0.87 | -0.31 | 0.74 | 2.29 | -1.74 | 0.52 | 0.75 | 1.12 | 1.62 | 3.04 | -0.67 | -0.91 |
| Standard Deviation(%) | NA | 8.10 | 8.23 | 8.34 | 10.21 | NA | NA | … | … | 8.10 | 8.83 | 7.76 | 7.64 | 9.28 | 11.56 | 12.22 | 11.50 | 14.33 | 8.45 | 8.14 | 6.56 | 7.93 | 5.99 | 8.08 | 8.86 |
| Draw Down(%) | NA | 10.18 | 13.95 | 13.95 | 32.69 | NA | NA | … | … | 9.67 | 8.09 | 7.56 | 4.72 | 8.00 | 12.21 | 10.63 | 7.13 | 30.57 | 5.28 | 9.45 | 4.40 | 6.52 | 3.57 | 12.17 | 15.55 |
| Yield(%) | NA | 4.28 | 7.28 | 6.06 | 4.53 | NA | NA | … | … | 4.33 | 11.62 | 5.99 | 4.85 | 3.53 | 1.09 | 1.77 | 2.68 | 2.95 | 6.40 | 4.20 | 4.29 | 2.89 | 2.05 | 2.72 | 4.11 |
Data as of 09/30/2016, 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 South California Future Scholar 529 College Savings Plan Asset Allocation Composite Mod |
-6.25%
Feb 2006 – Feb 2009 |
0.55%
Oct 2007 – Oct 2012 |
3.13%
Feb 2006 – Feb 2016 |
4.58%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia South California Future Scholar 529 College Savings Plan Asset Allocation Composite Mod |
16.39%
Mar 2003 – Mar 2006 |
12.67%
Oct 2002 – Oct 2007 |
7.24%
Mar 2003 – Mar 2013 |
5.62%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart