Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTLCX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-C) | 3.75% | 12.35% | 11.52% | 4.97% | 7.57% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTLCX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-C) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 12.35 | 11.52 | 4.97 | 7.57 | NA | NA | … | … | 3.75 | 6.49 | 9.69 | 12.69 | -15.85 | 9.88 | 14.57 | 18.62 | -6.61 | 18.29 | 6.03 | -4.42 |
| Sharpe Ratio | NA | 1.79 | 1.21 | 0.28 | 0.59 | NA | NA | … | … | 1.09 | 0.37 | 0.91 | 1.21 | -1.29 | 1.30 | 0.76 | 2.28 | -0.75 | 3.58 | 0.49 | -0.45 |
| Standard Deviation(%) | NA | 5.93 | 7.21 | 8.80 | 10.15 | NA | NA | … | … | 7.07 | 9.95 | 6.68 | 7.50 | 13.49 | 7.60 | 18.70 | 7.52 | 10.68 | 4.95 | 11.80 | 12.78 |
| Draw Down(%) | NA | 5.34 | 7.33 | 21.94 | 21.94 | NA | NA | … | … | 5.34 | 7.13 | 3.56 | 7.33 | 21.62 | 3.36 | 21.13 | 3.88 | 14.88 | 1.78 | 9.41 | 12.25 |
| Yield(%) | 0.00 | 6.81 | 4.39 | 4.68 | 5.17 | 3.42 | 2.56 | … | … | 0.00 | 7.12 | 3.23 | 1.84 | 3.00 | 10.61 | 5.75 | 4.68 | 3.23 | 1.73 | 1.77 | 0.65 |
Data as of 06/03/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLCX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-C) |
0.34%
Apr 2021 – Apr 2024 |
2.68%
Sep 2017 – Sep 2022 |
5.72%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLCX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-C) |
14.30%
Dec 2018 – Dec 2021 |
11.09%
Feb 2016 – Feb 2021 |
8.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart