Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENEX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-E) | 0.52% | 4.91% | 5.20% | 1.80% | 1.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENEX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-E) | 09/17/2012 | 06/05/2026 |
| 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 (%) | -0.52 | 4.91 | 5.20 | 1.80 | 1.82 | NA | NA | … | … | 0.52 | 3.79 | 4.57 | 4.60 | -7.34 | -0.77 | 5.58 | 3.83 | 0.50 | 0.79 | 0.88 | 0.68 | 1.87 | -2.10 | -0.20 |
| Sharpe Ratio | NA | 1.17 | 0.70 | -0.17 | 0.09 | NA | NA | … | … | 0.02 | 0.21 | 0.30 | 0.21 | -1.88 | -0.58 | 2.59 | 1.24 | -0.51 | 0.08 | 0.42 | 0.28 | 1.02 | -1.03 | -0.66 |
| Standard Deviation(%) | NA | 2.68 | 3.27 | 3.63 | 2.86 | NA | NA | … | … | 3.09 | 4.53 | 3.15 | 4.56 | 4.69 | 1.38 | 2.05 | 1.90 | 1.73 | 1.72 | 1.59 | 2.35 | 1.82 | 2.08 | 1.17 |
| Draw Down(%) | NA | 2.37 | 2.61 | 10.60 | 10.77 | NA | NA | … | … | 2.37 | 3.43 | 1.76 | 3.56 | 10.08 | 1.19 | 2.46 | 0.89 | 1.64 | 1.30 | 1.89 | 1.30 | 0.90 | 2.70 | 0.50 |
| Yield(%) | 0.00 | 3.63 | 3.44 | 2.43 | 2.11 | 1.52 | 1.14 | … | … | 0.00 | 3.73 | 3.25 | 3.36 | 1.85 | 0.91 | 3.25 | 2.07 | 1.21 | 1.20 | 1.38 | 0.98 | 0.75 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CENEX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-E) |
-2.75%
Oct 2020 – Oct 2023 |
-0.23%
Sep 2017 – Sep 2022 |
0.14%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENEX (AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-E) |
6.03%
Feb 2023 – Feb 2026 |
2.30%
Dec 2015 – Dec 2020 |
1.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart