Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Columbia D.C. College Savings Plan Asset Allocation Composite Moderate | 1.94% | 8.68% | 8.66% | 5.53% | 20.61% | 15.16% | 12.00% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia D.C. 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 (%) | 0.97 | 8.68 | 8.66 | 5.53 | 20.61 | 15.16 | 12.00 | … | … | 1.94 | 9.53 | 6.14 | 12.96 | -15.86 | 17.25 | 219.51 | 25.44 | -3.07 | 13.84 | 7.62 | -0.32 | 3.77 | 19.35 | 14.06 | -2.61 | 10.79 | 22.49 | -28.94 | 5.91 | 13.05 | 5.85 | 9.20 | 20.83 | 4.52 | 2.31 |
| Sharpe Ratio | NA | 0.66 | 0.49 | 0.19 | 0.57 | NA | NA | … | … | -0.08 | 0.73 | 0.33 | 1.09 | -1.25 | 2.10 | 2.22 | 3.60 | -0.48 | 3.02 | 0.89 | -0.04 | 0.60 | 2.64 | 1.73 | -0.18 | 1.01 | 1.51 | -1.40 | 0.29 | 1.41 | 0.65 | 1.20 | 3.73 | 0.74 | -2.43 |
| Standard Deviation(%) | NA | 8.81 | 8.72 | 9.81 | 32.12 | NA | NA | … | … | 10.73 | 9.12 | 7.71 | 8.52 | 13.79 | 8.19 | 98.65 | 6.65 | 9.25 | 4.37 | 8.28 | 8.46 | 6.25 | 7.32 | 8.08 | 14.75 | 10.60 | 14.82 | 21.36 | 9.60 | 6.83 | 5.54 | 6.84 | 5.39 | 4.54 | 0.05 |
| Draw Down(%) | NA | 8.05 | 11.02 | 20.82 | 25.03 | NA | NA | … | … | 8.05 | 9.77 | 5.30 | 10.13 | 20.82 | 4.00 | 25.03 | 2.75 | 10.30 | 1.85 | 6.40 | 7.34 | 5.53 | 5.44 | 6.94 | 14.09 | 9.05 | 15.55 | 36.51 | 6.31 | 6.30 | 4.30 | 5.71 | 2.77 | 4.81 | 0.00 |
| Yield(%) | NA | 3.05 | 3.56 | 3.25 | 3.88 | NA | NA | … | … | NA | NA | 0.93 | 2.87 | 1.78 | 5.49 | 5.38 | 3.68 | 4.11 | 4.55 | 3.20 | 7.35 | 3.84 | 5.11 | 3.31 | 3.14 | 1.75 | 3.04 | 3.63 | 6.38 | 6.00 | 3.06 | 2.78 | 5.81 | 6.90 | 2.31 |
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 D.C. College Savings Plan Asset Allocation Composite Moderate |
-9.43%
Feb 2006 – Feb 2009 |
-3.00%
Feb 2004 – Feb 2009 |
4.05%
Nov 2006 – Nov 2016 |
5.31%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia D.C. College Savings Plan Asset Allocation Composite Moderate |
67.50%
Dec 2018 – Dec 2021 |
39.09%
Oct 2016 – Oct 2021 |
22.89%
Dec 2011 – Dec 2021 |
17.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart