Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTKEX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-E) | 6.37% | 17.23% | 15.59% | 7.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTKEX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-E) | 02/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 17.23 | 15.59 | 7.19 | NA | NA | NA | … | … | 6.37 | 9.23 | 13.32 | 18.92 | -18.59 | 12.20 | 16.61 | 22.20 | -12.69 |
| Sharpe Ratio | NA | 2.01 | 1.32 | 0.42 | NA | NA | NA | … | … | 1.50 | 0.51 | 1.08 | 1.64 | -1.17 | 1.24 | 0.70 | 2.21 | -1.33 |
| Standard Deviation(%) | NA | 7.97 | 9.70 | 11.49 | NA | NA | NA | … | … | 9.45 | 12.67 | 8.94 | 9.39 | 17.16 | 9.83 | 23.33 | 9.38 | 12.24 |
| Draw Down(%) | NA | 6.66 | 10.99 | 25.47 | NA | NA | NA | … | … | 6.66 | 10.99 | 5.00 | 8.66 | 24.71 | 4.58 | 25.73 | 5.16 | 15.44 |
| Yield(%) | 0.00 | 7.12 | 5.53 | 4.86 | 3.79 | 2.53 | 1.90 | … | … | 0.00 | 7.50 | 5.67 | 1.84 | 3.49 | 8.02 | 4.68 | 3.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTKEX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-E) |
1.83%
Apr 2021 – Apr 2024 |
4.29%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTKEX (AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-E) |
18.03%
Sep 2022 – Sep 2025 |
11.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart