Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTOCX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-C) | NA | -1.58% | 2.93% | 2.06% | 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 |
|---|---|---|
| CTOCX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-C) | 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 | -1.58 | 2.93 | 2.06 | NA | NA | NA | … | … | -1.68 | 4.62 | 5.60 | -0.97 | 2.70 | 3.36 | -1.03 | 5.03 | 9.61 | 0.00 |
| Sharpe Ratio | NA | -1.33 | 1.26 | 0.05 | NA | NA | NA | … | … | -1.60 | 1.86 | 2.38 | -1.10 | 0.04 | 1.03 | -0.25 | 1.25 | 1.75 | -0.01 |
| Standard Deviation(%) | NA | 1.14 | 1.86 | 25.84 | NA | NA | NA | … | … | 1.17 | 2.35 | 1.76 | 2.08 | 57.82 | 3.04 | 4.29 | 4.01 | 5.48 | 5.03 |
| Draw Down(%) | NA | 1.68 | 3.70 | 34.97 | NA | NA | NA | … | … | 1.68 | 3.70 | 0.80 | 2.36 | 33.61 | 1.86 | 4.43 | 2.52 | 4.87 | 2.59 |
| Yield(%) | 0.00 | 3.34 | 2.54 | 2.25 | 1.83 | 1.22 | 0.92 | … | … | 0.66 | 2.81 | 2.34 | 1.74 | 1.41 | 2.53 | 3.31 | 1.84 | 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 |
|---|---|---|---|---|
| CTOCX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-C) |
0.59%
Apr 2015 – Apr 2018 |
1.64%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTOCX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-C) |
5.02%
Oct 2012 – Oct 2015 |
4.03%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart