Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTFCX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-C) | NA | 3.60% | -2.70% | 0.36% | 1.51% | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTFCX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-C) | 09/17/2012 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.60 | -2.70 | 0.36 | 1.51 | NA | NA | … | … | 0.64 | 4.00 | -9.44 | -1.70 | 4.02 | 9.14 | -1.57 | 7.02 | 5.23 | -1.96 | 5.44 | 13.73 | -0.10 |
| Sharpe Ratio | NA | 0.07 | -1.05 | -0.26 | 0.09 | NA | NA | … | … | -0.84 | -0.05 | -1.93 | -0.42 | 0.58 | 3.07 | -0.74 | 2.60 | 0.97 | -0.32 | 0.96 | 2.03 | -0.06 |
| Standard Deviation(%) | NA | 3.65 | 4.86 | 4.92 | 4.76 | NA | NA | … | … | 2.51 | 4.75 | 5.62 | 4.11 | 6.54 | 2.52 | 3.90 | 2.47 | 5.18 | 6.25 | 5.65 | 6.75 | 6.64 |
| Draw Down(%) | NA | 2.94 | 15.60 | 15.60 | 15.60 | NA | NA | … | … | 1.28 | 3.99 | 12.25 | 4.06 | 7.95 | 0.75 | 4.59 | 1.04 | 3.46 | 6.67 | 3.99 | 5.63 | 3.30 |
| Yield(%) | 0.00 | 3.01 | 1.42 | 1.87 | 2.29 | 1.81 | 1.36 | … | … | 0.54 | 2.49 | 1.33 | 0.35 | 2.04 | 2.86 | 2.73 | 1.94 | 2.87 | 4.29 | 2.29 | 0.00 | 0.00 |
Data as of 05/29/2024, 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 |
|---|---|---|---|---|
| CTFCX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-C) |
-3.78%
Sep 2020 – Sep 2023 |
-0.24%
Sep 2017 – Sep 2022 |
1.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFCX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-C) |
6.48%
Oct 2012 – Oct 2015 |
5.78%
Oct 2012 – Oct 2017 |
2.92%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart