Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTFEX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-E) | NA | 0.94% | -1.37% | -0.14% | 1.87% | NA | NA | … | … |
Data as of 12/24/2024, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTFEX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-E) | 09/17/2012 | 12/24/2024 |
| 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 | 0.94 | -1.37 | -0.14 | 1.87 | NA | NA | … | … | 0.75 | 4.60 | -9.03 | -1.09 | 4.55 | 9.76 | -1.06 | 7.61 | 5.69 | -1.37 | 5.98 | 13.91 | 0.00 |
| Sharpe Ratio | NA | -3.32 | -1.23 | -0.54 | 0.06 | NA | NA | … | … | -3.47 | 0.07 | -1.86 | -0.27 | 0.66 | 3.43 | -0.61 | 2.89 | 1.05 | -0.23 | 1.06 | 2.05 | -0.01 |
| Standard Deviation(%) | NA | 1.71 | 4.35 | 4.82 | 4.57 | NA | NA | … | … | 1.70 | 4.71 | 5.61 | 4.14 | 6.50 | 2.43 | 3.93 | 2.43 | 5.22 | 6.18 | 5.63 | 6.76 | 6.72 |
| Draw Down(%) | NA | 1.27 | 11.93 | 15.17 | 15.17 | NA | NA | … | … | 1.27 | 3.70 | 11.93 | 3.99 | 7.89 | 0.67 | 4.14 | 0.95 | 3.53 | 6.46 | 3.96 | 5.52 | 3.29 |
| Yield(%) | 0.00 | 0.66 | 1.74 | 2.35 | 2.77 | 2.24 | 1.68 | … | … | 0.66 | 3.09 | 1.85 | 0.89 | 2.85 | 3.33 | 3.20 | 2.56 | 3.35 | 4.69 | 2.67 | 0.00 | 0.00 |
Data as of 12/24/2024, 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 |
|---|---|---|---|---|
| CTFEX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-E) |
-3.24%
Sep 2020 – Sep 2023 |
-0.01%
Nov 2019 – Nov 2024 |
1.79%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFEX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-E) |
6.91%
Oct 2012 – Oct 2015 |
6.28%
Oct 2012 – Oct 2017 |
3.42%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart