Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTOAX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-A) | NA | -1.41% | 3.49% | 2.69% | NA | NA | NA | … | … |
Data as of 11/29/2021, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTOAX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-A) | 09/17/2012 | 11/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.41 | 3.49 | 2.69 | NA | NA | NA | … | … | -1.58 | 5.46 | 6.30 | -0.16 | 3.44 | 4.20 | -0.32 | 5.91 | 9.90 | 0.10 |
| Sharpe Ratio | NA | -1.05 | 1.52 | 1.00 | NA | NA | NA | … | … | -1.36 | 2.25 | 2.64 | -0.75 | 1.43 | 1.30 | -0.08 | 1.48 | 1.77 | 0.06 |
| Standard Deviation(%) | NA | 1.28 | 1.90 | 1.96 | NA | NA | NA | … | … | 1.29 | 2.32 | 1.85 | 2.00 | 1.98 | 3.05 | 4.26 | 3.97 | 5.58 | 5.07 |
| Draw Down(%) | NA | 1.58 | 3.74 | 3.74 | NA | NA | NA | … | … | 1.58 | 3.74 | 0.78 | 2.07 | 1.16 | 1.74 | 4.22 | 2.41 | 4.94 | 2.59 |
| Yield(%) | 0.00 | 4.57 | 3.44 | 3.06 | 2.45 | 1.63 | 1.23 | … | … | 0.85 | 3.94 | 3.06 | 2.43 | 2.25 | 3.18 | 3.91 | 2.47 | 0.00 | 0.00 |
Data as of 11/29/2021, Common starting date is 09/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTOAX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-A) |
1.33%
Apr 2015 – Apr 2018 |
2.36%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTOAX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-A) |
5.65%
Oct 2012 – Oct 2015 |
4.72%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart