Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTFFX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-F-1) | NA | 1.03% | -1.04% | 0.24% | 2.30% | NA | NA | … | … |
Data as of 12/24/2024, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTFFX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-F-1) | 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 | 1.03 | -1.04 | 0.24 | 2.30 | NA | NA | … | … | 0.85 | 5.08 | -8.64 | -0.66 | 4.98 | 10.33 | -0.61 | 8.09 | 6.26 | -0.95 | 6.48 | 14.21 | 0.00 |
| Sharpe Ratio | NA | -3.47 | -1.16 | -0.46 | 0.16 | NA | NA | … | … | -3.66 | 0.18 | -1.80 | -0.17 | 0.73 | 3.64 | -0.49 | 3.13 | 1.17 | -0.16 | 1.15 | 2.08 | -0.01 |
| Standard Deviation(%) | NA | 1.61 | 4.30 | 4.79 | 4.56 | NA | NA | … | … | 1.58 | 4.66 | 5.58 | 4.07 | 6.52 | 2.45 | 3.89 | 2.39 | 5.17 | 6.27 | 5.63 | 6.80 | 6.82 |
| Draw Down(%) | NA | 1.17 | 11.68 | 14.80 | 14.80 | NA | NA | … | … | 1.17 | 3.49 | 11.68 | 3.86 | 7.90 | 0.67 | 3.79 | 1.03 | 3.43 | 6.27 | 3.86 | 5.51 | 3.29 |
| Yield(%) | 0.00 | 0.76 | 2.04 | 2.77 | 3.18 | 2.59 | 1.94 | … | … | 0.76 | 3.58 | 2.25 | 1.24 | 3.38 | 3.77 | 3.63 | 2.98 | 3.75 | 5.08 | 3.08 | 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 |
|---|---|---|---|---|
| CTFFX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-F-1) |
-2.84%
Sep 2020 – Sep 2023 |
0.37%
Nov 2019 – Nov 2024 |
2.22%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFFX (AMERICAN FUNDS COLLEGE 2024 FUND CLASS 529-F-1) |
7.28%
Oct 2012 – Oct 2015 |
6.71%
Dec 2012 – Dec 2017 |
3.87%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart