Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTHAX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-A) | 2.47% | 9.75% | 9.34% | 4.27% | 6.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTHAX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-A) | 09/17/2012 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.75 | 9.34 | 4.27 | 6.69 | NA | NA | … | … | 2.47 | 11.55 | 7.66 | 9.26 | -11.69 | 9.28 | 10.86 | 16.61 | -3.75 | 15.28 | 6.51 | -0.57 | 4.93 | 21.99 | 0.80 |
| Sharpe Ratio | NA | 1.78 | 1.17 | 0.27 | 0.65 | NA | NA | … | … | 0.84 | 1.61 | 0.77 | 0.88 | -1.31 | 1.70 | 0.72 | 2.70 | -0.62 | 3.68 | 0.67 | -0.06 | 0.57 | 2.26 | 0.28 |
| Standard Deviation(%) | NA | 4.40 | 5.58 | 6.70 | 7.86 | NA | NA | … | … | 5.24 | 5.41 | 5.21 | 6.40 | 10.09 | 5.46 | 14.75 | 5.60 | 8.37 | 4.00 | 9.39 | 10.10 | 8.62 | 9.70 | 10.01 |
| Draw Down(%) | NA | 4.03 | 6.16 | 17.11 | 17.17 | NA | NA | … | … | 4.03 | 4.68 | 2.94 | 6.16 | 17.11 | 2.45 | 17.17 | 2.62 | 10.67 | 1.26 | 7.09 | 9.73 | 6.56 | 7.17 | 4.70 |
| Yield(%) | 0.00 | 5.63 | 4.51 | 5.10 | 5.72 | 5.30 | 3.98 | … | … | 0.00 | 5.86 | 4.09 | 3.16 | 3.45 | 12.09 | 5.88 | 5.08 | 5.78 | 4.15 | 4.40 | 3.84 | 2.68 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CTHAX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-A) |
0.52%
Apr 2021 – Apr 2024 |
3.20%
Sep 2017 – Sep 2022 |
4.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTHAX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-A) |
12.21%
Dec 2018 – Dec 2021 |
9.69%
Feb 2016 – Feb 2021 |
7.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart