Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTLEX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-E) | 4.20% | 12.76% | 12.19% | 5.46% | 8.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTLEX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-E) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 12.76 | 12.19 | 5.46 | 8.12 | NA | NA | … | … | 4.20 | 6.56 | 10.20 | 13.30 | -15.32 | 10.36 | 15.25 | 19.21 | -6.06 | 18.90 | 6.52 | -3.97 |
| Sharpe Ratio | NA | 1.89 | 1.29 | 0.34 | 0.65 | NA | NA | … | … | 1.16 | 0.37 | 0.99 | 1.30 | -1.24 | 1.37 | 0.80 | 2.36 | -0.70 | 3.61 | 0.53 | -0.41 |
| Standard Deviation(%) | NA | 5.96 | 7.22 | 8.81 | 10.17 | NA | NA | … | … | 7.12 | 10.29 | 6.67 | 7.48 | 13.55 | 7.55 | 18.72 | 7.50 | 10.74 | 5.08 | 11.88 | 12.81 |
| Draw Down(%) | NA | 5.25 | 7.12 | 21.59 | 21.59 | NA | NA | … | … | 5.25 | 7.11 | 3.54 | 7.12 | 21.32 | 3.35 | 21.11 | 3.85 | 14.49 | 1.77 | 9.39 | 12.14 |
| Yield(%) | 0.00 | 7.28 | 5.00 | 5.15 | 5.79 | 3.87 | 2.90 | … | … | 0.00 | 7.65 | 3.85 | 2.47 | 3.55 | 11.24 | 6.37 | 5.23 | 3.73 | 2.28 | 2.17 | 0.90 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CTLEX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-E) |
0.90%
Apr 2021 – Apr 2024 |
3.24%
Sep 2017 – Sep 2022 |
6.30%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLEX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-E) |
14.88%
Dec 2018 – Dec 2021 |
11.68%
Feb 2016 – Feb 2021 |
9.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart