Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCCFX (American Funds College 2033 Fund Class 529-F-2) | 4.48% | 13.38% | 12.77% | 5.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCCFX (American Funds College 2033 Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 13.38 | 12.77 | 5.98 | NA | NA | NA | … | … | 4.48 | 14.29 | 10.87 | 13.89 | -14.95 | 10.89 | 10.87 |
| Sharpe Ratio | NA | 2.01 | 1.37 | 0.40 | NA | NA | NA | … | … | 1.29 | 1.51 | 1.08 | 1.38 | -1.22 | 1.42 | 11.82 |
| Standard Deviation(%) | NA | 5.90 | 7.21 | 8.80 | NA | NA | NA | … | … | 7.01 | 7.59 | 6.72 | 7.50 | 13.47 | 7.66 | 7.49 |
| Draw Down(%) | NA | 5.22 | 7.00 | 21.20 | NA | NA | NA | … | … | 5.22 | 7.00 | 3.53 | 6.99 | 20.94 | 3.34 | 0.64 |
| Yield(%) | 0.00 | 7.73 | 5.53 | 5.56 | 3.74 | 2.49 | 1.87 | … | … | 0.00 | 8.15 | 4.36 | 3.00 | 3.95 | 11.69 | 6.56 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FCCFX (American Funds College 2033 Fund Class 529-F-2) |
1.39%
Apr 2021 – Apr 2024 |
5.81%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCCFX (American Funds College 2033 Fund Class 529-F-2) |
14.81%
Sep 2022 – Sep 2025 |
6.90%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart