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FACRX: American Funds College 2024 Fund Class 529-F-2 (MUTUAL FUND)
Basic Info 10.95 0(0.0%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (24%) |
Start Date: | 11/02/2020 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 2.53% |
Expenses | 1.44% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 11/04/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.9 | 4.1 | 0.0 | 0.2 | 5.1 | -8.1 | 3.0 | 1.1 |
Sharpe Ratio | NA | 0.0 | 0.07 | -0.47 | -0.34 | 0.18 | -1.66 | 1.36 | 1.25 |
Draw Down(%) | NA | 1.2 | 3.4 | 11.6 | 11.6 | 3.4 | 11.6 | 1.2 | 2.1 |
Standard Deviation(%) | NA | 3.5 | 4.0 | 4.5 | 4.4 | 4.7 | 5.7 | 2.2 | 5.3 |
Treynor Ratio | NA | 0.0 | 0.02 | -0.17 | -0.12 | 0.1 | -0.68 | 0.29 | 0.38 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.04 |
Beta | NA | 0.13 | 0.12 | 0.12 | 0.12 | 0.08 | 0.14 | 0.1 | 0.17 |
RSquared | NA | 0.18 | 0.13 | 0.23 | 0.24 | 0.06 | 0.36 | 0.43 | 0.18 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2020
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