Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCFGX (American Funds College 2039 Fund Class 529-F-2) | 8.95% | 22.35% | 18.78% | 8.97% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCFGX (American Funds College 2039 Fund Class 529-F-2) | 05/24/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 22.35 | 18.78 | 8.97 | NA | NA | NA | … | … | 8.95 | 19.15 | 15.79 | 22.34 | -20.41 | 6.38 |
| Sharpe Ratio | NA | 2.05 | 1.31 | 0.46 | NA | NA | NA | … | … | 1.71 | 1.16 | 1.11 | 1.68 | -1.07 | 1.03 |
| Standard Deviation(%) | NA | 10.52 | 12.27 | 14.14 | NA | NA | NA | … | … | 12.55 | 14.10 | 11.00 | 11.20 | 20.57 | 10.35 |
| Draw Down(%) | NA | 8.33 | 14.37 | 28.21 | NA | NA | NA | … | … | 8.33 | 14.37 | 6.87 | 10.05 | 27.13 | 5.25 |
| Yield(%) | 0.00 | 6.71 | 4.98 | 3.21 | 1.63 | 1.08 | 0.81 | … | … | 0.00 | 7.12 | 3.82 | 2.25 | 2.13 | 0.58 |
Data as of 06/04/2026, Common starting date is 05/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCFGX (American Funds College 2039 Fund Class 529-F-2) |
3.66%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCFGX (American Funds College 2039 Fund Class 529-F-2) |
21.18%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart