Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFCTX (American Funds College 2027 Fund Class 529-F-3) | 1.06% | 6.64% | 7.08% | 3.02% | 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 |
|---|---|---|
| FFCTX (American Funds College 2027 Fund Class 529-F-3) | 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 (%) | -0.56 | 6.64 | 7.08 | 3.02 | NA | NA | NA | … | … | 1.06 | 9.36 | 5.92 | 6.94 | -9.53 | 6.86 | 4.93 |
| Sharpe Ratio | NA | 1.31 | 0.90 | 0.09 | NA | NA | NA | … | … | 0.00 | 1.86 | 0.55 | 0.58 | -1.44 | 1.87 | 7.94 |
| Standard Deviation(%) | NA | 3.04 | 4.26 | 5.15 | NA | NA | NA | … | … | 3.47 | 3.49 | 4.17 | 5.75 | 7.63 | 3.66 | 4.33 |
| Draw Down(%) | NA | 2.72 | 4.81 | 14.25 | NA | NA | NA | … | … | 2.72 | 2.30 | 2.46 | 4.81 | 14.25 | 1.67 | 0.48 |
| Yield(%) | 0.00 | 5.60 | 4.59 | 4.44 | 2.89 | 1.93 | 1.45 | … | … | 0.00 | 5.80 | 4.21 | 3.62 | 3.28 | 7.82 | 6.03 |
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 |
|---|---|---|---|---|
| FFCTX (American Funds College 2027 Fund Class 529-F-3) |
-0.11%
Apr 2021 – Apr 2024 |
3.21%
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 |
|---|---|---|---|---|
| FFCTX (American Funds College 2027 Fund Class 529-F-3) |
8.45%
Sep 2022 – Sep 2025 |
4.09%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
