Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTJCX (American Funds College 2039 Fund Class 529-C) | 8.30% | 21.50% | 17.50% | 7.98% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTJCX (American Funds College 2039 Fund Class 529-C) | 05/24/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 21.50 | 17.50 | 7.98 | NA | NA | NA | … | … | 8.30 | 18.04 | 14.48 | 21.05 | -21.19 | 5.76 |
| Sharpe Ratio | NA | 1.92 | 1.21 | 0.39 | NA | NA | NA | … | … | 1.58 | 1.09 | 0.98 | 1.58 | -1.11 | 0.93 |
| Standard Deviation(%) | NA | 10.54 | 12.23 | 14.10 | NA | NA | NA | … | … | 12.60 | 14.01 | 11.02 | 11.12 | 20.52 | 10.30 |
| Draw Down(%) | NA | 8.47 | 14.42 | 28.95 | NA | NA | NA | … | … | 8.47 | 14.42 | 6.91 | 10.19 | 27.78 | 5.36 |
| Yield(%) | 0.00 | 5.89 | 4.00 | 2.53 | 1.27 | 0.85 | 0.64 | … | … | 0.00 | 6.20 | 2.87 | 1.43 | 1.61 | 0.35 |
Data as of 06/03/2026, Common starting date is 05/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTJCX (American Funds College 2039 Fund Class 529-C) |
2.60%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTJCX (American Funds College 2039 Fund Class 529-C) |
19.95%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart