Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDFCX (American Funds College 2030 Fund Class 529-F-2) | 2.76% | 9.88% | 9.72% | 4.50% | 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 |
|---|---|---|
| FDFCX (American Funds College 2030 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 | 9.88 | 9.72 | 4.50 | NA | NA | NA | … | … | 2.76 | 11.94 | 7.87 | 9.58 | -11.40 | 9.48 | 8.04 |
| Sharpe Ratio | NA | 1.85 | 1.23 | 0.31 | NA | NA | NA | … | … | 0.89 | 1.70 | 0.81 | 0.94 | -1.27 | 1.73 | 9.69 |
| Standard Deviation(%) | NA | 4.38 | 5.53 | 6.68 | NA | NA | NA | … | … | 5.17 | 5.33 | 5.24 | 6.32 | 10.11 | 5.45 | 6.27 |
| Draw Down(%) | NA | 3.96 | 6.08 | 16.93 | NA | NA | NA | … | … | 3.96 | 4.61 | 3.02 | 6.08 | 16.93 | 2.45 | 0.78 |
| Yield(%) | 0.00 | 5.89 | 4.81 | 5.32 | 3.47 | 2.31 | 1.73 | … | … | 0.00 | 6.16 | 4.39 | 3.46 | 3.70 | 12.36 | 5.98 |
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 |
|---|---|---|---|---|
| FDFCX (American Funds College 2030 Fund Class 529-F-2) |
0.79%
Apr 2021 – Apr 2024 |
4.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFCX (American Funds College 2030 Fund Class 529-F-2) |
11.30%
Sep 2022 – Sep 2025 |
5.66%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart