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 Tactical Asset Allocation Moderate | NA | 4.37% | 2.20% | 7.37% | 4.53% | 4.46% | 4.39% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Columbia D.C. 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 (%) | -1.34 | 4.37 | 2.20 | 7.37 | 4.53 | 4.46 | 4.39 | … | … | 0.31 | 10.42 | 7.59 | -14.25 | 16.90 | 8.58 | 11.23 | -2.85 | 10.86 | 6.18 | -0.96 | 0.56 | 16.95 | 10.38 | -5.30 | 1.47 | 10.52 | -9.95 | 2.40 | 12.12 | 3.31 | 9.21 | 11.99 | -6.60 | 9.91 |
| Sharpe Ratio | NA | 0.25 | 0.20 | 0.42 | 0.39 | NA | NA | … | … | -0.07 | 0.81 | 0.51 | -1.01 | 1.91 | 0.74 | 2.36 | -0.60 | 2.26 | 1.28 | -0.19 | 0.09 | 2.36 | 2.22 | -0.36 | 0.16 | 1.48 | -1.61 | -0.07 | 1.28 | 0.26 | 1.23 | 2.77 | -0.84 | 2.02 |
| Standard Deviation(%) | NA | 10.79 | 10.15 | 10.59 | 8.79 | NA | NA | … | … | 13.00 | 8.40 | 7.67 | 15.57 | 8.85 | 11.28 | 4.13 | 7.09 | 4.52 | 4.64 | 5.08 | 6.01 | 7.17 | 4.66 | 15.02 | 8.83 | 7.04 | 6.76 | 10.86 | 6.79 | 4.03 | 6.68 | 4.07 | 9.20 | 3.71 |
| Draw Down(%) | NA | 12.58 | 12.58 | 22.44 | 22.44 | NA | NA | … | … | 11.10 | 4.56 | 8.30 | 22.29 | 3.65 | 20.16 | 2.63 | 8.41 | 2.54 | 3.33 | 4.56 | 6.25 | 5.87 | 3.26 | 14.85 | 9.02 | 3.84 | 12.10 | 7.95 | 7.34 | 4.39 | 6.12 | 4.22 | 16.05 | 2.48 |
| Yield(%) | NA | 2.86 | 4.35 | 3.72 | 3.09 | NA | NA | … | … | NA | 0.73 | 2.77 | 1.76 | 8.20 | 2.42 | 3.01 | 1.34 | 0.36 | 2.88 | 5.39 | 2.51 | 4.78 | 2.16 | 1.48 | 1.92 | 1.62 | 2.09 | 5.11 | 6.08 | 3.26 | 3.06 | 5.46 | 3.56 | 8.31 |
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 D.C. College Savings Plan Tactical Asset Allocation Moderate |
-2.34%
Jun 2007 – Jun 2010 |
-0.66%
May 2007 – May 2012 |
2.31%
Sep 2001 – Sep 2011 |
2.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Columbia D.C. College Savings Plan Tactical Asset Allocation Moderate |
12.19%
Dec 2018 – Dec 2021 |
9.82%
Sep 2002 – Sep 2007 |
7.58%
Dec 2011 – Dec 2021 |
5.43%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart