Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTOFX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-F-1) | NA | -1.33% | 3.67% | 2.90% | 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 |
|---|---|---|
| CTOFX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-F-1) | 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 | -1.33 | 3.67 | 2.90 | NA | NA | NA | … | … | -1.58 | 5.71 | 6.63 | 0.09 | 3.64 | 4.41 | -0.03 | 6.00 | 10.10 | 0.10 |
| Sharpe Ratio | NA | -0.96 | 1.62 | 1.10 | NA | NA | NA | … | … | -1.29 | 2.37 | 2.86 | -0.60 | 1.50 | 1.37 | -0.01 | 1.52 | 1.81 | 0.06 |
| Standard Deviation(%) | NA | 1.33 | 1.90 | 1.98 | NA | NA | NA | … | … | 1.36 | 2.30 | 1.82 | 2.08 | 2.02 | 3.05 | 4.23 | 3.95 | 5.55 | 5.18 |
| Draw Down(%) | NA | 1.58 | 3.73 | 3.73 | NA | NA | NA | … | … | 1.58 | 3.73 | 0.78 | 2.06 | 1.25 | 1.65 | 4.13 | 2.49 | 4.84 | 2.59 |
| Yield(%) | 0.00 | 4.95 | 3.73 | 3.32 | 2.65 | 1.76 | 1.32 | … | … | 0.93 | 4.27 | 3.31 | 2.67 | 2.46 | 3.40 | 4.11 | 2.66 | 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 |
|---|---|---|---|---|
| CTOFX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-F-1) |
1.57%
Apr 2015 – Apr 2018 |
2.55%
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 |
|---|---|---|---|---|
| CTOFX (AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-F-1) |
5.77%
Oct 2012 – Oct 2015 |
4.92%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart