Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENAX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-A) | 1.04% | 5.75% | 5.57% | 2.12% | 2.09% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENAX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-A) | 09/17/2012 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.75 | 5.57 | 2.12 | 2.09 | NA | NA | … | … | 1.04 | 7.71 | 4.68 | 4.88 | -7.06 | -0.68 | 5.93 | 3.99 | 0.79 | 0.92 | 1.20 | 0.81 | 2.17 | -2.01 | -0.30 |
| Sharpe Ratio | NA | 1.31 | 0.81 | -0.10 | 0.17 | NA | NA | … | … | 0.20 | 1.81 | 0.34 | 0.26 | -1.80 | -0.50 | 2.72 | 1.30 | -0.35 | 0.15 | 0.59 | 0.34 | 1.32 | -0.98 | -0.88 |
| Standard Deviation(%) | NA | 2.61 | 3.23 | 3.65 | 2.88 | NA | NA | … | … | 2.98 | 2.68 | 3.14 | 4.70 | 4.73 | 1.41 | 2.08 | 1.93 | 1.72 | 1.73 | 1.68 | 2.28 | 1.63 | 2.08 | 1.27 |
| Draw Down(%) | NA | 2.26 | 2.61 | 10.31 | 10.48 | NA | NA | … | … | 2.26 | 1.27 | 1.65 | 3.55 | 9.87 | 1.29 | 2.45 | 0.89 | 1.54 | 1.20 | 1.78 | 1.30 | 0.80 | 2.70 | 0.60 |
| Yield(%) | 0.00 | 3.91 | 3.70 | 2.67 | 2.34 | 1.70 | 1.27 | … | … | 0.00 | 4.03 | 3.48 | 3.63 | 2.12 | 1.10 | 3.49 | 2.34 | 1.40 | 1.43 | 1.60 | 1.11 | 0.94 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CENAX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-A) |
-2.50%
Oct 2020 – Oct 2023 |
0.00%
Sep 2017 – Sep 2022 |
0.32%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENAX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-A) |
6.22%
Feb 2023 – Feb 2026 |
2.55%
Dec 2015 – Dec 2020 |
2.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart