Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTHFX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-F-1) | 2.75% | 9.82% | 9.67% | 4.43% | 6.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTHFX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-F-1) | 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 | 9.82 | 9.67 | 4.43 | 6.90 | NA | NA | … | … | 2.75 | 6.04 | 7.82 | 9.45 | -11.42 | 9.38 | 11.09 | 16.90 | -3.49 | 15.55 | 6.77 | -0.44 | 5.03 | 22.19 | 0.80 |
| Sharpe Ratio | NA | 1.85 | 1.21 | 0.30 | 0.68 | NA | NA | … | … | 0.88 | 0.42 | 0.80 | 0.92 | -1.27 | 1.72 | 0.73 | 2.73 | -0.59 | 3.70 | 0.70 | -0.05 | 0.58 | 2.27 | 0.28 |
| Standard Deviation(%) | NA | 4.36 | 5.55 | 6.71 | 7.88 | NA | NA | … | … | 5.17 | 7.74 | 5.25 | 6.39 | 10.18 | 5.45 | 14.83 | 5.65 | 8.32 | 4.04 | 9.41 | 10.09 | 8.71 | 9.77 | 10.01 |
| Draw Down(%) | NA | 4.01 | 6.06 | 16.99 | 17.18 | NA | NA | … | … | 4.01 | 5.40 | 2.93 | 6.06 | 16.99 | 2.38 | 17.18 | 2.61 | 10.43 | 1.33 | 6.99 | 9.63 | 6.54 | 7.07 | 4.60 |
| Yield(%) | 0.00 | 5.79 | 4.71 | 5.22 | 5.92 | 5.51 | 4.13 | … | … | 0.00 | 6.05 | 4.28 | 3.37 | 3.61 | 12.19 | 6.20 | 5.32 | 6.00 | 4.36 | 4.59 | 3.96 | 2.79 | 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 |
|---|---|---|---|---|
| CTHFX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-F-1) |
0.73%
Apr 2021 – Apr 2024 |
3.40%
Sep 2017 – Sep 2022 |
4.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTHFX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-F-1) |
12.41%
Dec 2018 – Dec 2021 |
9.96%
Feb 2016 – Feb 2021 |
7.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart