Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTYCX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-C) | 2.35% | 8.72% | 8.59% | 3.42% | 5.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTYCX (AMERICAN FUNDS COLLEGE 2030 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 (%) | 0.07 | 8.72 | 8.59 | 3.42 | 5.87 | NA | NA | … | … | 2.35 | 5.90 | 6.85 | 8.33 | -12.32 | 8.48 | 9.97 | 15.78 | -4.47 | 14.44 | 5.66 | -1.42 | 4.00 | 21.61 | 0.70 |
| Sharpe Ratio | NA | 1.59 | 1.02 | 0.15 | 0.55 | NA | NA | … | … | 0.69 | 0.43 | 0.62 | 0.74 | -1.37 | 1.55 | 0.65 | 2.54 | -0.70 | 3.42 | 0.58 | -0.14 | 0.46 | 2.23 | 0.25 |
| Standard Deviation(%) | NA | 4.37 | 5.55 | 6.69 | 7.87 | NA | NA | … | … | 5.13 | 7.19 | 5.21 | 6.38 | 10.08 | 5.47 | 14.84 | 5.62 | 8.35 | 4.05 | 9.36 | 10.06 | 8.63 | 9.67 | 9.96 |
| Draw Down(%) | NA | 4.08 | 6.33 | 17.64 | 17.64 | NA | NA | … | … | 4.08 | 4.74 | 2.97 | 6.33 | 17.64 | 2.49 | 17.20 | 2.73 | 11.30 | 1.35 | 7.15 | 9.91 | 6.77 | 7.20 | 4.70 |
| Yield(%) | 0.00 | 4.96 | 3.75 | 4.45 | 4.91 | 4.48 | 3.36 | … | … | 0.00 | 5.16 | 3.33 | 2.35 | 2.75 | 11.33 | 4.73 | 4.35 | 5.10 | 3.36 | 3.69 | 3.18 | 2.07 | 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 |
|---|---|---|---|---|
| CTYCX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-C) |
-0.25%
Apr 2021 – Apr 2024 |
2.41%
Sep 2017 – Sep 2022 |
3.83%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTYCX (AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-C) |
11.37%
Dec 2018 – Dec 2021 |
8.86%
Feb 2016 – Feb 2021 |
6.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart