Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTAKX (American Funds College 2036 Fund Class 529-F-3) | 4.82% | 16.06% | 15.60% | 7.43% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTAKX (American Funds College 2036 Fund Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | 16.06 | 15.60 | 7.43 | NA | NA | NA | … | … | 4.82 | 16.80 | 14.05 | 19.53 | -18.09 | 12.78 | 13.75 |
| Sharpe Ratio | NA | 1.64 | 1.26 | 0.43 | NA | NA | NA | … | … | 0.94 | 1.29 | 1.16 | 1.70 | -1.14 | 1.30 | 13.15 |
| Standard Deviation(%) | NA | 8.18 | 9.80 | 11.54 | NA | NA | NA | … | … | 9.70 | 10.85 | 9.01 | 9.44 | 17.17 | 9.81 | 9.17 |
| Draw Down(%) | NA | 6.61 | 10.97 | 25.12 | NA | NA | NA | … | … | 6.61 | 10.97 | 4.99 | 8.54 | 24.41 | 4.51 | 0.71 |
| Yield(%) | 0.00 | 7.53 | 6.01 | 5.12 | 3.50 | 2.34 | 1.75 | … | … | 0.00 | 7.94 | 6.16 | 2.25 | 2.99 | 8.52 | 5.09 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAKX (American Funds College 2036 Fund Class 529-F-3) |
2.41%
Apr 2021 – Apr 2024 |
7.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTAKX (American Funds College 2036 Fund Class 529-F-3) |
18.68%
Sep 2022 – Sep 2025 |
8.54%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart