Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTOEX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-E) | NA | -1.40% | 3.35% | 2.51% | 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 |
|---|---|---|
| CTOEX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-E) | 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 | -1.40 | 3.35 | 2.51 | NA | NA | NA | … | … | -1.59 | 5.22 | 6.11 | -0.36 | 3.17 | 3.91 | -0.53 | 5.59 | 9.91 | 0.00 |
| Sharpe Ratio | NA | -1.09 | 1.45 | 0.91 | NA | NA | NA | … | … | -1.42 | 2.14 | 2.53 | -0.82 | 1.26 | 1.23 | -0.13 | 1.38 | 1.78 | -0.01 |
| Standard Deviation(%) | NA | 1.23 | 1.90 | 1.97 | NA | NA | NA | … | … | 1.25 | 2.32 | 1.85 | 2.04 | 2.02 | 2.99 | 4.34 | 4.02 | 5.56 | 5.17 |
| Draw Down(%) | NA | 1.59 | 3.76 | 3.76 | NA | NA | NA | … | … | 1.59 | 3.76 | 0.79 | 2.16 | 1.26 | 1.84 | 4.32 | 2.42 | 4.86 | 2.69 |
| Yield(%) | 0.00 | 4.26 | 3.20 | 2.85 | 2.28 | 1.52 | 1.14 | … | … | 0.77 | 3.69 | 2.86 | 2.24 | 2.07 | 2.99 | 3.71 | 2.23 | 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 |
|---|---|---|---|---|
| CTOEX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-E) |
1.10%
Apr 2015 – Apr 2018 |
2.14%
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 |
|---|---|---|---|---|
| CTOEX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-E) |
5.42%
Oct 2012 – Oct 2015 |
4.50%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart