Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAEX (American Funds College 2039 Fund Class 529-E) | 8.69% | 21.84% | 18.20% | 8.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAEX (American Funds College 2039 Fund Class 529-E) | 05/24/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 21.84 | 18.20 | 8.43 | NA | NA | NA | … | … | 8.69 | 18.68 | 15.18 | 21.61 | -20.77 | 6.12 |
| Sharpe Ratio | NA | 1.97 | 1.25 | 0.43 | NA | NA | NA | … | … | 1.62 | 1.13 | 1.05 | 1.61 | -1.08 | 0.98 |
| Standard Deviation(%) | NA | 10.61 | 12.29 | 14.17 | NA | NA | NA | … | … | 12.68 | 14.10 | 10.98 | 11.23 | 20.62 | 10.38 |
| Draw Down(%) | NA | 8.39 | 14.45 | 28.55 | NA | NA | NA | … | … | 8.39 | 14.45 | 6.84 | 10.11 | 27.36 | 5.35 |
| Yield(%) | 0.00 | 6.30 | 4.49 | 2.85 | 1.45 | 0.96 | 0.72 | … | … | 0.00 | 6.67 | 3.35 | 1.84 | 1.88 | 0.41 |
Data as of 06/04/2026, Common starting date is 05/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAEX (American Funds College 2039 Fund Class 529-E) |
3.12%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAEX (American Funds College 2039 Fund Class 529-E) |
20.59%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart