Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTSFX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-F-1) | 1.54% | 6.89% | 7.13% | 2.98% | 5.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTSFX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-F-1) | 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 (%) | 0.08 | 6.89 | 7.13 | 2.98 | 5.19 | NA | NA | … | … | 1.54 | 3.69 | 5.81 | 6.77 | -9.68 | 6.70 | 7.89 | 13.63 | -2.04 | 12.04 | 6.50 | -0.69 | 5.66 | 18.68 | 0.30 |
| Sharpe Ratio | NA | 1.64 | 0.98 | 0.10 | 0.62 | NA | NA | … | … | 0.39 | 0.13 | 0.53 | 0.54 | -1.46 | 1.85 | 0.72 | 3.22 | -0.58 | 3.58 | 0.87 | -0.09 | 0.80 | 2.23 | 0.12 |
| Standard Deviation(%) | NA | 2.95 | 4.24 | 5.14 | 5.80 | NA | NA | … | … | 3.32 | 6.40 | 4.13 | 5.83 | 7.65 | 3.60 | 10.62 | 3.78 | 5.95 | 3.19 | 7.23 | 8.06 | 7.04 | 8.37 | 8.50 |
| Draw Down(%) | NA | 2.70 | 4.86 | 14.38 | 14.38 | NA | NA | … | … | 2.70 | 5.15 | 2.35 | 4.86 | 14.38 | 1.66 | 12.67 | 1.47 | 7.11 | 0.94 | 5.01 | 7.90 | 5.05 | 6.31 | 4.00 |
| Yield(%) | 0.00 | 5.42 | 4.43 | 4.29 | 4.89 | 4.55 | 3.41 | … | … | 0.00 | 5.63 | 4.03 | 3.48 | 3.13 | 7.58 | 6.12 | 4.59 | 4.67 | 4.38 | 4.64 | 4.41 | 3.09 | 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 |
|---|---|---|---|---|
| CTSFX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-F-1) |
-0.25%
Apr 2021 – Apr 2024 |
2.54%
Sep 2017 – Sep 2022 |
3.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTSFX (AMERICAN FUNDS COLLEGE 2027 FUND CLASS 529-F-1) |
9.37%
Dec 2018 – Dec 2021 |
8.26%
Oct 2012 – Oct 2017 |
5.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart