Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSTAX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-A) | 1.30% | 6.81% | 6.84% | 2.79% | 4.97% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTAX (AMERICAN FUNDS COLLEGE 2027 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 (%) | 0.00 | 6.81 | 6.84 | 2.79 | 4.97 | NA | NA | … | … | 1.30 | 9.00 | 5.56 | 6.57 | -9.88 | 6.52 | 7.66 | 13.34 | -2.29 | 11.77 | 6.33 | -0.86 | 5.51 | 18.38 | 0.30 |
| Sharpe Ratio | NA | 1.54 | 0.92 | 0.06 | 0.59 | NA | NA | … | … | 0.38 | 1.74 | 0.46 | 0.50 | -1.50 | 1.77 | 0.70 | 3.14 | -0.62 | 3.57 | 0.84 | -0.11 | 0.78 | 2.20 | 0.12 |
| Standard Deviation(%) | NA | 3.03 | 4.29 | 5.15 | 5.81 | NA | NA | … | … | 3.45 | 3.52 | 4.20 | 5.85 | 7.57 | 3.67 | 10.62 | 3.78 | 5.99 | 3.13 | 7.27 | 8.04 | 7.04 | 8.34 | 8.61 |
| Draw Down(%) | NA | 2.72 | 4.89 | 14.52 | 14.52 | NA | NA | … | … | 2.72 | 2.38 | 2.45 | 5.05 | 14.52 | 1.67 | 12.72 | 1.51 | 7.36 | 0.94 | 5.03 | 8.00 | 5.06 | 6.32 | 4.00 |
| Yield(%) | 0.00 | 5.27 | 4.24 | 4.15 | 4.70 | 4.35 | 3.26 | … | … | 0.00 | 5.45 | 3.86 | 3.26 | 2.97 | 7.48 | 5.81 | 4.35 | 4.44 | 4.18 | 4.45 | 4.26 | 2.93 | 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 |
|---|---|---|---|---|
| CSTAX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-A) |
-0.43%
Apr 2021 – Apr 2024 |
2.32%
Sep 2017 – Sep 2022 |
3.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTAX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-A) |
9.13%
Dec 2018 – Dec 2021 |
8.08%
Oct 2012 – Oct 2017 |
5.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart