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CTLAX: AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-A (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/26/2002 |
| Last Dividend Date: | 09/26/2013 |
| 12-Mo. Yield | 1.96% |
| Expenses | 0.85% |
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Performance Analytics (As of 11/04/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/26/2002 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -5.2 | 0.9 | 4.6 | 4.0 | 4.3 | -5.4 | 3.8 | 7.0 | 5.7 | 7.9 | 4.2 | 6.6 | 3.4 | 2.1 | 3.8 | 3.8 | 7.6 |
| Sharpe Ratio | NA | -1.07 | 0.22 | 1.12 | 0.72 | 0.81 | -1.2 | 1.61 | 1.96 | 1.47 | 1.75 | 0.61 | 1.06 | -0.02 | -0.07 | 0.61 | 0.72 | 2.26 |
| Draw Down(%) | NA | 6.6 | 6.6 | 6.6 | 6.6 | 6.6 | 6.6 | 1.0 | 1.6 | 3.2 | 1.8 | 4.1 | 2.0 | 1.7 | 2.2 | 4.1 | 4.6 | 2.1 |
| Standard Deviation(%) | NA | 5.0 | 3.9 | 4.0 | 3.9 | 4.0 | 5.3 | 2.3 | 3.6 | 3.8 | 4.5 | 5.4 | 3.3 | 2.5 | 2.7 | 4.7 | 4.2 | 4.0 |
| Treynor Ratio | NA | -0.08 | 0.01 | 0.08 | 0.05 | 0.05 | -0.1 | 0.06 | 0.11 | 0.09 | 0.14 | 0.06 | 0.05 | 0.0 | 0.0 | 0.04 | 0.04 | 0.14 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.64 | 0.64 | 0.6 | 0.61 | 0.63 | 0.65 | 0.61 | 0.64 | 0.65 | 0.55 | 0.57 | 0.65 | 0.6 | 0.62 | 0.73 | 0.75 | 0.64 |
| RSquared | NA | 0.23 | 0.49 | 0.59 | 0.63 | 0.65 | 0.23 | 0.67 | 0.76 | 0.78 | 0.74 | 0.68 | 0.83 | 0.74 | 0.74 | 0.55 | 0.84 | 0.77 |
| Yield(%) | N/A | 2.0 | 2.9 | 3.7 | 4.0 | N/A | 1.4 | 2.6 | 3.5 | 4.1 | 4.4 | 5.0 | 4.6 | 4.1 | 4.1 | 5.0 | 6.8 | 1.7 |
| Dividend Growth(%) | N/A | -35.4 | -28.5 | -21.8 | N/A | N/A | -43.8 | -23.5 | -13.6 | -5.5 | -11.7 | 10.6 | 9.7 | -2.1 | -17.4 | -28.9 | 327.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/2002
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