Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTHEX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-E) | 2.64% | 9.37% | 9.19% | 3.98% | 6.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTHEX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-E) | 09/17/2012 | 06/04/2026 |
| 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 (%) | 0.07 | 9.37 | 9.19 | 3.98 | 6.44 | NA | NA | … | … | 2.64 | 5.88 | 7.41 | 9.02 | -11.83 | 8.96 | 10.61 | 16.32 | -3.90 | 14.95 | 6.30 | -0.95 | 4.60 | 21.79 | 0.80 |
| Sharpe Ratio | NA | 1.77 | 1.13 | 0.23 | 0.62 | NA | NA | … | … | 0.83 | 0.41 | 0.72 | 0.85 | -1.31 | 1.63 | 0.69 | 2.63 | -0.64 | 3.64 | 0.65 | -0.10 | 0.54 | 2.25 | 0.28 |
| Standard Deviation(%) | NA | 4.30 | 5.55 | 6.70 | 7.88 | NA | NA | … | … | 5.12 | 7.50 | 5.25 | 6.37 | 10.13 | 5.49 | 14.86 | 5.66 | 8.33 | 3.94 | 9.36 | 10.13 | 8.55 | 9.66 | 10.00 |
| Draw Down(%) | NA | 4.07 | 6.22 | 17.24 | 17.24 | NA | NA | … | … | 4.07 | 5.08 | 2.96 | 6.22 | 17.24 | 2.47 | 17.21 | 2.71 | 10.87 | 1.34 | 7.04 | 9.76 | 6.66 | 7.17 | 4.70 |
| Yield(%) | 0.00 | 5.44 | 4.32 | 4.92 | 5.50 | 5.07 | 3.80 | … | … | 0.00 | 5.68 | 3.89 | 2.95 | 3.28 | 11.94 | 5.68 | 4.89 | 5.61 | 3.94 | 4.18 | 3.63 | 2.43 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CTHEX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-E) |
0.31%
Apr 2021 – Apr 2024 |
2.95%
Sep 2017 – Sep 2022 |
4.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTHEX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-E) |
11.92%
Dec 2018 – Dec 2021 |
9.44%
Feb 2016 – Feb 2021 |
7.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart