Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTAOX (American Funds College Enrollment Fund Class 529-F-3) | 1.36% | 5.91% | 5.99% | 2.47% | 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 |
|---|---|---|
| FTAOX (American Funds College Enrollment Fund Class 529-F-3) | 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 (%) | 0.10 | 5.91 | 5.99 | 2.47 | NA | NA | NA | … | … | 1.36 | 8.01 | 5.12 | 5.18 | -6.83 | -0.25 | 0.52 |
| Sharpe Ratio | NA | 1.44 | 0.90 | -0.01 | NA | NA | NA | … | … | 0.29 | 1.91 | 0.48 | 0.34 | -1.79 | -0.18 | 2.41 |
| Standard Deviation(%) | NA | 2.57 | 3.22 | 3.59 | NA | NA | NA | … | … | 2.93 | 2.70 | 3.14 | 4.57 | 4.64 | 1.48 | 1.33 |
| Draw Down(%) | NA | 2.27 | 2.50 | 10.00 | NA | NA | NA | … | … | 2.27 | 1.27 | 1.65 | 3.34 | 9.69 | 1.09 | 0.29 |
| Yield(%) | 0.00 | 4.28 | 4.07 | 2.98 | 1.81 | 1.21 | 0.90 | … | … | 0.00 | 4.42 | 3.80 | 4.04 | 2.48 | 1.34 | 3.69 |
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 |
|---|---|---|---|---|
| FTAOX (American Funds College Enrollment Fund Class 529-F-3) |
-0.75%
Dec 2020 – Dec 2023 |
2.11%
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 |
|---|---|---|---|---|
| FTAOX (American Funds College Enrollment Fund Class 529-F-3) |
6.61%
Feb 2023 – Feb 2026 |
2.55%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart