Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTLFX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-F-1) | 4.45% | 13.30% | 12.70% | 5.91% | 8.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTLFX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-F-1) | 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 | 13.30 | 12.70 | 5.91 | 8.60 | NA | NA | … | … | 4.45 | 6.57 | 10.80 | 13.85 | -15.02 | 10.80 | 15.79 | 19.74 | -5.68 | 19.50 | 7.03 | -3.64 |
| Sharpe Ratio | NA | 2.01 | 1.36 | 0.39 | 0.70 | NA | NA | … | … | 1.28 | 0.36 | 1.07 | 1.37 | -1.22 | 1.41 | 0.82 | 2.46 | -0.66 | 3.74 | 0.58 | -0.38 |
| Standard Deviation(%) | NA | 5.87 | 7.21 | 8.81 | 10.18 | NA | NA | … | … | 6.97 | 10.49 | 6.73 | 7.48 | 13.51 | 7.66 | 18.80 | 7.43 | 10.70 | 5.06 | 11.76 | 12.72 |
| Draw Down(%) | NA | 5.19 | 7.12 | 21.22 | 21.22 | NA | NA | … | … | 5.19 | 7.04 | 3.51 | 7.12 | 20.98 | 3.32 | 21.04 | 3.82 | 14.09 | 1.76 | 9.38 | 11.95 |
| Yield(%) | 0.00 | 7.63 | 5.42 | 5.46 | 6.25 | 4.19 | 3.14 | … | … | 0.00 | 8.03 | 4.25 | 2.91 | 3.85 | 11.52 | 6.87 | 5.65 | 4.13 | 2.65 | 2.49 | 1.03 |
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 |
|---|---|---|---|---|
| CTLFX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-F-1) |
1.30%
Apr 2021 – Apr 2024 |
3.70%
Sep 2017 – Sep 2022 |
6.76%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLFX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-F-1) |
15.39%
Dec 2018 – Dec 2021 |
12.20%
Feb 2016 – Feb 2021 |
9.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart