Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCFAX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-A) | 6.35% | 17.77% | 15.80% | 7.55% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCFAX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-A) | 02/26/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 17.77 | 15.80 | 7.55 | NA | NA | NA | … | … | 6.35 | 16.36 | 13.70 | 19.10 | -18.41 | 12.45 | 16.77 | 22.42 | -11.63 |
| Sharpe Ratio | NA | 2.03 | 1.34 | 0.44 | NA | NA | NA | … | … | 1.53 | 1.24 | 1.13 | 1.65 | -1.16 | 1.26 | 0.70 | 2.24 | -1.20 |
| Standard Deviation(%) | NA | 8.03 | 9.74 | 11.54 | NA | NA | NA | … | … | 9.53 | 10.89 | 8.91 | 9.46 | 17.22 | 9.83 | 23.37 | 9.35 | 12.49 |
| Draw Down(%) | NA | 6.63 | 11.04 | 25.34 | NA | NA | NA | … | … | 6.63 | 11.04 | 5.06 | 8.55 | 24.59 | 4.58 | 25.80 | 5.15 | 15.34 |
| Yield(%) | 0.00 | 7.34 | 5.75 | 5.07 | 4.04 | 2.69 | 2.02 | … | … | 0.00 | 7.71 | 5.89 | 2.05 | 3.64 | 8.19 | 4.85 | 3.12 | 1.05 |
Data as of 06/03/2026, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFAX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-A) |
2.04%
Apr 2021 – Apr 2024 |
4.74%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFAX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-A) |
18.29%
Sep 2022 – Sep 2025 |
11.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart