Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAFX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-1) | 6.59% | 17.81% | 16.13% | 7.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAFX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-1) | 02/26/2018 | 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 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 17.81 | 16.13 | 7.67 | NA | NA | NA | … | … | 6.59 | 9.38 | 13.90 | 19.34 | -18.17 | 12.62 | 17.09 | 22.85 | -11.41 |
| Sharpe Ratio | NA | 2.08 | 1.36 | 0.45 | NA | NA | NA | … | … | 1.53 | 0.52 | 1.14 | 1.68 | -1.14 | 1.28 | 0.72 | 2.29 | -1.19 |
| Standard Deviation(%) | NA | 7.98 | 9.76 | 11.53 | NA | NA | NA | … | … | 9.52 | 12.81 | 9.05 | 9.39 | 17.20 | 9.87 | 23.39 | 9.33 | 12.48 |
| Draw Down(%) | NA | 6.58 | 10.96 | 25.24 | NA | NA | NA | … | … | 6.58 | 10.96 | 5.02 | 8.49 | 24.48 | 4.48 | 25.73 | 5.14 | 15.15 |
| Yield(%) | 0.00 | 7.46 | 5.95 | 5.18 | 4.20 | 2.80 | 2.10 | … | … | 0.00 | 7.87 | 6.06 | 2.29 | 3.78 | 8.30 | 5.01 | 3.35 | 1.17 |
Data as of 06/04/2026, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAFX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-1) |
2.29%
Apr 2021 – Apr 2024 |
5.01%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAFX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-1) |
18.54%
Sep 2022 – Sep 2025 |
11.63%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart