Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTSCX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-C) | 1.15% | 5.78% | 6.08% | 1.99% | 4.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTSCX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-C) | 09/17/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.78 | 6.08 | 1.99 | 4.17 | NA | NA | … | … | 1.15 | 3.57 | 4.76 | 5.76 | -10.57 | 5.76 | 6.82 | 12.54 | -2.98 | 10.88 | 5.47 | -1.69 | 4.63 | 18.10 | 0.20 |
| Sharpe Ratio | NA | 1.26 | 0.73 | -0.08 | 0.45 | NA | NA | … | … | 0.16 | 0.13 | 0.27 | 0.37 | -1.58 | 1.56 | 0.62 | 2.87 | -0.73 | 3.21 | 0.73 | -0.21 | 0.66 | 2.18 | 0.08 |
| Standard Deviation(%) | NA | 3.04 | 4.28 | 5.17 | 5.82 | NA | NA | … | … | 3.43 | 5.73 | 4.22 | 5.80 | 7.63 | 3.67 | 10.63 | 3.85 | 5.99 | 3.19 | 7.23 | 8.04 | 7.03 | 8.30 | 8.44 |
| Draw Down(%) | NA | 2.75 | 5.12 | 15.10 | 15.10 | NA | NA | … | … | 2.75 | 4.33 | 2.51 | 5.61 | 15.10 | 1.76 | 12.80 | 1.57 | 7.91 | 0.96 | 5.07 | 8.31 | 5.11 | 6.43 | 4.10 |
| Yield(%) | 0.00 | 4.58 | 3.52 | 3.51 | 3.93 | 3.59 | 2.70 | … | … | 0.00 | 4.73 | 3.13 | 2.52 | 2.30 | 6.73 | 4.65 | 3.63 | 3.76 | 3.39 | 3.76 | 3.63 | 2.29 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CTSCX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-C) |
-1.19%
Apr 2021 – Apr 2024 |
1.55%
Sep 2017 – Sep 2022 |
2.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTSCX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-C) |
8.33%
Dec 2018 – Dec 2021 |
7.34%
Oct 2012 – Oct 2017 |
4.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart