Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENCX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-C) | 0.72% | 4.91% | 4.76% | 1.34% | 1.32% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENCX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-C) | 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 (%) | 0.00 | 4.91 | 4.76 | 1.34 | 1.32 | NA | NA | … | … | 0.72 | 3.95 | 3.92 | 4.08 | -7.82 | -1.34 | 5.11 | 3.27 | -0.06 | 0.27 | 0.30 | 0.14 | 1.41 | -2.21 | -0.30 |
| Sharpe Ratio | NA | 0.98 | 0.54 | -0.32 | -0.10 | NA | NA | … | … | -0.08 | 0.28 | 0.09 | 0.09 | -1.98 | -1.00 | 2.39 | 0.95 | -0.88 | -0.23 | 0.05 | 0.05 | 0.82 | -1.06 | -0.95 |
| Standard Deviation(%) | NA | 2.64 | 3.24 | 3.61 | 2.84 | NA | NA | … | … | 3.02 | 3.96 | 3.20 | 4.56 | 4.68 | 1.37 | 2.02 | 1.89 | 1.65 | 1.71 | 1.69 | 2.42 | 1.70 | 2.11 | 1.18 |
| Draw Down(%) | NA | 2.43 | 2.70 | 11.08 | 11.60 | NA | NA | … | … | 2.43 | 2.80 | 1.94 | 3.84 | 10.40 | 1.57 | 2.36 | 0.90 | 1.84 | 1.41 | 2.10 | 1.40 | 1.10 | 3.01 | 0.60 |
| Yield(%) | 0.00 | 2.91 | 2.72 | 1.81 | 1.42 | 1.00 | 0.75 | … | … | 0.00 | 2.99 | 2.62 | 2.52 | 1.09 | 0.52 | 1.97 | 1.41 | 0.75 | 0.16 | 0.80 | 0.65 | 0.17 | 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 |
|---|---|---|---|---|
| CENCX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-C) |
-3.26%
Oct 2020 – Oct 2023 |
-0.77%
Sep 2017 – Sep 2022 |
-0.35%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENCX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-C) |
5.43%
Feb 2023 – Feb 2026 |
1.76%
Dec 2015 – Dec 2020 |
1.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart