Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTDCX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-C) | 5.98% | 16.92% | 14.94% | 6.74% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTDCX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-C) | 02/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 16.92 | 14.94 | 6.74 | NA | NA | NA | … | … | 5.98 | 15.55 | 12.81 | 18.25 | -19.04 | 11.57 | 16.06 | 21.52 | -12.11 |
| Sharpe Ratio | NA | 1.94 | 1.25 | 0.37 | NA | NA | NA | … | … | 1.42 | 1.17 | 1.02 | 1.56 | -1.20 | 1.17 | 0.68 | 2.15 | -1.25 |
| Standard Deviation(%) | NA | 7.99 | 9.75 | 11.50 | NA | NA | NA | … | … | 9.52 | 10.85 | 8.98 | 9.44 | 17.11 | 9.85 | 23.31 | 9.33 | 12.49 |
| Draw Down(%) | NA | 6.72 | 11.10 | 25.88 | NA | NA | NA | … | … | 6.72 | 11.10 | 5.14 | 8.77 | 25.08 | 4.54 | 25.78 | 5.19 | 15.81 |
| Yield(%) | 0.00 | 6.56 | 4.89 | 4.42 | 3.48 | 2.32 | 1.74 | … | … | 0.00 | 6.87 | 5.07 | 1.23 | 3.07 | 7.62 | 4.36 | 2.61 | 0.76 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CTDCX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-C) |
1.29%
Apr 2021 – Apr 2024 |
3.99%
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 |
|---|---|---|---|---|
| CTDCX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-C) |
17.39%
Sep 2022 – Sep 2025 |
10.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart