Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAADX (American Funds College Enrollment Fund Class 529-F-2) | 0.84% | 5.51% | 5.70% | 2.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAADX (American Funds College Enrollment Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 5.51 | 5.70 | 2.32 | NA | NA | NA | … | … | 0.84 | 7.92 | 4.96 | 5.13 | -6.78 | -0.39 | 0.56 |
| Sharpe Ratio | NA | 1.07 | 0.77 | -0.06 | NA | NA | NA | … | … | -0.18 | 1.86 | 0.43 | 0.32 | -1.78 | -0.29 | 2.99 |
| Standard Deviation(%) | NA | 2.68 | 3.20 | 3.60 | NA | NA | NA | … | … | 3.08 | 2.72 | 3.09 | 4.60 | 4.63 | 1.41 | 1.16 |
| Draw Down(%) | NA | 2.27 | 2.50 | 10.03 | NA | NA | NA | … | … | 2.27 | 1.27 | 1.65 | 3.34 | 9.68 | 1.19 | 0.29 |
| Yield(%) | 0.00 | 4.21 | 4.01 | 2.93 | 1.77 | 1.18 | 0.88 | … | … | 0.00 | 4.34 | 3.75 | 3.99 | 2.41 | 1.30 | 3.54 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAADX (American Funds College Enrollment Fund Class 529-F-2) |
-0.80%
Dec 2020 – Dec 2023 |
2.03%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAADX (American Funds College Enrollment Fund Class 529-F-2) |
6.54%
Feb 2023 – Feb 2026 |
2.49%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart