Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFTAX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-A) | NA | 0.99% | -1.18% | 0.06% | 2.10% | NA | NA | … | … |
Data as of 12/24/2024, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFTAX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-A) | 09/17/2012 | 12/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.99 | -1.18 | 0.06 | 2.10 | NA | NA | … | … | 0.81 | 4.84 | -8.77 | -0.86 | 4.75 | 10.02 | -0.86 | 7.90 | 5.98 | -1.13 | 6.31 | 14.01 | 0.00 |
| Sharpe Ratio | NA | -3.29 | -1.20 | -0.50 | 0.11 | NA | NA | … | … | -3.48 | 0.13 | -1.83 | -0.22 | 0.69 | 3.49 | -0.56 | 2.97 | 1.12 | -0.19 | 1.12 | 2.05 | -0.01 |
| Standard Deviation(%) | NA | 1.68 | 4.31 | 4.80 | 4.57 | NA | NA | … | … | 1.68 | 4.65 | 5.57 | 4.10 | 6.53 | 2.47 | 3.91 | 2.46 | 5.18 | 6.25 | 5.63 | 6.82 | 6.65 |
| Draw Down(%) | NA | 1.27 | 11.72 | 14.95 | 14.95 | NA | NA | … | … | 1.27 | 3.59 | 11.72 | 3.98 | 7.93 | 0.67 | 3.96 | 1.03 | 3.43 | 6.36 | 3.95 | 5.52 | 3.29 |
| Yield(%) | 0.00 | 0.71 | 1.90 | 2.56 | 2.98 | 2.42 | 1.81 | … | … | 0.71 | 3.34 | 2.07 | 1.12 | 3.06 | 3.53 | 3.39 | 2.77 | 3.56 | 4.92 | 2.91 | 0.00 | 0.00 |
Data as of 12/24/2024, 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 |
|---|---|---|---|---|
| CFTAX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-A) |
-3.03%
Sep 2020 – Sep 2023 |
0.19%
Nov 2019 – Nov 2024 |
2.01%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFTAX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-A) |
7.14%
Oct 2012 – Oct 2015 |
6.51%
Oct 2012 – Oct 2017 |
3.66%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart