Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTFCX (American Funds College 2030 Fund Class 529-F-3) | 2.83% | 9.99% | 9.82% | 4.58% | 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 |
|---|---|---|
| FTFCX (American Funds College 2030 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 | 9.99 | 9.82 | 4.58 | NA | NA | NA | … | … | 2.83 | 11.97 | 8.02 | 9.63 | -11.37 | 9.64 | 8.03 |
| Sharpe Ratio | NA | 1.89 | 1.23 | 0.32 | NA | NA | NA | … | … | 0.90 | 1.71 | 0.84 | 0.94 | -1.27 | 1.75 | 9.68 |
| Standard Deviation(%) | NA | 4.30 | 5.55 | 6.70 | NA | NA | NA | … | … | 5.09 | 5.32 | 5.26 | 6.38 | 10.15 | 5.48 | 6.27 |
| Draw Down(%) | NA | 4.03 | 6.01 | 16.87 | NA | NA | NA | … | … | 4.03 | 4.61 | 2.94 | 6.01 | 16.87 | 2.39 | 0.79 |
| Yield(%) | 0.00 | 5.92 | 4.84 | 5.35 | 3.50 | 2.33 | 1.75 | … | … | 0.00 | 6.20 | 4.37 | 3.51 | 3.74 | 12.45 | 6.11 |
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 |
|---|---|---|---|---|
| FTFCX (American Funds College 2030 Fund Class 529-F-3) |
0.87%
Apr 2021 – Apr 2024 |
4.68%
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 |
|---|---|---|---|---|
| FTFCX (American Funds College 2030 Fund Class 529-F-3) |
11.41%
Sep 2022 – Sep 2025 |
5.76%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
