Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTDHX (American Funds College 2039 Fund Class 529-F-3) | 6.29% | 19.58% | 17.86% | 8.49% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTDHX (American Funds College 2039 Fund Class 529-F-3) | 05/24/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.63 | 19.58 | 17.86 | 8.49 | NA | NA | NA | … | … | 6.29 | 19.26 | 15.81 | 22.50 | -20.36 | 6.45 |
| Sharpe Ratio | NA | 2.05 | 1.31 | 0.47 | NA | NA | NA | … | … | 1.70 | 1.17 | 1.10 | 1.69 | -1.06 | 1.04 |
| Standard Deviation(%) | NA | 10.53 | 12.25 | 14.13 | NA | NA | NA | … | … | 12.61 | 14.02 | 11.04 | 11.24 | 20.55 | 10.34 |
| Draw Down(%) | NA | 8.38 | 14.34 | 28.20 | NA | NA | NA | … | … | 8.38 | 14.34 | 6.86 | 10.03 | 27.11 | 5.33 |
| Yield(%) | 0.00 | 6.76 | 5.03 | 3.24 | 1.64 | 1.10 | 0.82 | … | … | 0.00 | 7.16 | 3.88 | 2.32 | 2.16 | 0.55 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FTDHX (American Funds College 2039 Fund Class 529-F-3) |
3.74%
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 |
|---|---|---|---|---|
| FTDHX (American Funds College 2039 Fund Class 529-F-3) |
21.28%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart