Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDJAX (American Funds College 2039 Fund Class 529-A) | 6.57% | 18.87% | 17.40% | 8.16% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDJAX (American Funds College 2039 Fund Class 529-A) | 05/24/2021 | 06/08/2026 |
| 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 (%) | -2.29 | 18.87 | 17.40 | 8.16 | NA | NA | NA | … | … | 6.57 | 18.87 | 15.33 | 21.97 | -20.70 | 6.25 |
| Sharpe Ratio | NA | 1.52 | 1.15 | 0.39 | NA | NA | NA | … | … | 0.97 | 1.15 | 1.06 | 1.65 | -1.08 | 1.00 |
| Standard Deviation(%) | NA | 10.81 | 12.31 | 14.15 | NA | NA | NA | … | … | 12.91 | 14.01 | 11.05 | 11.23 | 20.50 | 10.39 |
| Draw Down(%) | NA | 8.44 | 14.35 | 28.38 | NA | NA | NA | … | … | 8.44 | 14.35 | 6.82 | 10.09 | 27.34 | 5.26 |
| Yield(%) | 0.00 | 6.45 | 4.66 | 2.98 | 1.51 | 1.01 | 0.76 | … | … | 0.00 | 6.87 | 3.53 | 1.96 | 1.96 | 0.47 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| CDJAX (American Funds College 2039 Fund Class 529-A) |
3.34%
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 |
|---|---|---|---|---|
| CDJAX (American Funds College 2039 Fund Class 529-A) |
20.80%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart