Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTSEX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-E) | 0.82% | 5.94% | 6.47% | 2.43% | 4.66% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTSEX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-E) | 09/17/2012 | 06/05/2026 |
| 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 (%) | -0.65 | 5.94 | 6.47 | 2.43 | 4.66 | NA | NA | … | … | 0.82 | 3.66 | 5.30 | 6.31 | -10.07 | 6.26 | 7.40 | 13.14 | -2.50 | 11.49 | 6.03 | -1.12 | 5.22 | 18.20 | 0.20 |
| Sharpe Ratio | NA | 1.49 | 0.88 | 0.02 | 0.55 | NA | NA | … | … | 0.35 | 0.13 | 0.40 | 0.46 | -1.51 | 1.72 | 0.67 | 3.04 | -0.65 | 3.49 | 0.80 | -0.14 | 0.74 | 2.19 | 0.08 |
| Standard Deviation(%) | NA | 2.95 | 4.23 | 5.13 | 5.81 | NA | NA | … | … | 3.32 | 6.14 | 4.19 | 5.76 | 7.62 | 3.64 | 10.68 | 3.84 | 5.96 | 3.12 | 7.28 | 8.08 | 7.00 | 8.31 | 8.62 |
| Draw Down(%) | NA | 2.75 | 4.94 | 14.71 | 14.71 | NA | NA | … | … | 2.75 | 4.86 | 2.39 | 5.18 | 14.71 | 1.68 | 12.81 | 1.56 | 7.48 | 0.95 | 5.05 | 8.11 | 5.01 | 6.32 | 4.00 |
| Yield(%) | 0.00 | 5.07 | 4.05 | 3.98 | 4.50 | 4.14 | 3.11 | … | … | 0.00 | 5.25 | 3.67 | 3.07 | 2.80 | 7.30 | 5.62 | 4.18 | 4.28 | 3.95 | 4.24 | 4.09 | 2.71 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CTSEX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-E) |
-0.70%
Apr 2021 – Apr 2024 |
2.10%
Sep 2017 – Sep 2022 |
3.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTSEX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-E) |
8.90%
Dec 2018 – Dec 2021 |
7.80%
Oct 2012 – Oct 2017 |
5.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart