Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBBBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-B) | NA | 8.95% | 4.96% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBBBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-B) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.95 | 4.96 | NA | NA | NA | NA | … | … | 4.70 | 5.06 | -0.30 | 5.65 | 17.22 | 9.37 |
| Sharpe Ratio | NA | 1.28 | 0.61 | NA | NA | NA | NA | … | … | 4.82 | 0.56 | -0.04 | 0.82 | 2.29 | 1.91 |
| Standard Deviation(%) | NA | 6.70 | 7.95 | NA | NA | NA | NA | … | … | 3.77 | 8.62 | 9.08 | 6.86 | 7.51 | 8.46 |
| Draw Down(%) | NA | 4.04 | 10.66 | NA | NA | NA | NA | … | … | 0.94 | 6.69 | 8.63 | 4.94 | 5.81 | 3.74 |
| Yield(%) | 0.00 | 2.44 | 2.17 | 2.08 | 1.04 | 0.69 | 0.52 | … | … | 0.00 | 2.51 | 2.60 | 1.40 | 0.97 | 1.02 |
Data as of 04/10/2017, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBBBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-B) |
3.43%
Dec 2013 – Dec 2016 |
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 |
|---|---|---|---|---|
| CBBBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-B) |
9.91%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart