Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCFX (American Funds College 2033 Fund Class 529-F-3) | 4.48% | 13.39% | 12.83% | 6.05% | 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 |
|---|---|---|
| FTCFX (American Funds College 2033 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 (%) | 0.07 | 13.39 | 12.83 | 6.05 | NA | NA | NA | … | … | 4.48 | 14.39 | 10.89 | 13.95 | -14.85 | 11.05 | 10.84 |
| Sharpe Ratio | NA | 2.02 | 1.39 | 0.41 | NA | NA | NA | … | … | 1.29 | 1.52 | 1.08 | 1.40 | -1.21 | 1.45 | 11.69 |
| Standard Deviation(%) | NA | 5.86 | 7.19 | 8.80 | NA | NA | NA | … | … | 6.99 | 7.58 | 6.70 | 7.43 | 13.52 | 7.63 | 7.54 |
| Draw Down(%) | NA | 5.29 | 7.00 | 21.17 | NA | NA | NA | … | … | 5.29 | 7.00 | 3.53 | 6.99 | 20.96 | 3.34 | 0.60 |
| Yield(%) | 0.00 | 7.76 | 5.54 | 5.58 | 3.76 | 2.51 | 1.88 | … | … | 0.00 | 8.18 | 4.30 | 3.06 | 3.98 | 11.76 | 6.69 |
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 |
|---|---|---|---|---|
| FTCFX (American Funds College 2033 Fund Class 529-F-3) |
1.47%
Apr 2021 – Apr 2024 |
5.89%
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 |
|---|---|---|---|---|
| FTCFX (American Funds College 2033 Fund Class 529-F-3) |
14.91%
Sep 2022 – Sep 2025 |
6.99%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart