Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCFBX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-B) | NA | 5.26% | 3.28% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCFBX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-B) | 09/17/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.26 | 3.28 | NA | NA | NA | NA | … | … | 2.27 | 5.16 | -1.84 | 5.37 | 13.83 | -0.10 |
| Sharpe Ratio | NA | 1.25 | 0.58 | NA | NA | NA | NA | … | … | 3.23 | 0.94 | -0.29 | 0.94 | 2.04 | -0.06 |
| Standard Deviation(%) | NA | 4.00 | 5.48 | NA | NA | NA | NA | … | … | 2.55 | 5.23 | 6.45 | 5.69 | 6.78 | 6.58 |
| Draw Down(%) | NA | 2.12 | 7.57 | NA | NA | NA | NA | … | … | 1.02 | 3.52 | 6.65 | 3.99 | 5.63 | 3.30 |
| Yield(%) | 0.00 | 1.69 | 2.50 | 1.72 | 0.86 | 0.57 | 0.43 | … | … | 0.00 | 1.74 | 3.71 | 2.04 | 0.00 | 0.00 |
Data as of 04/10/2017, Common starting date is 09/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFBX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-B) |
2.72%
Nov 2013 – Nov 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFBX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-B) |
6.53%
Oct 2012 – Oct 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart