Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNEAX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-A) | 13.03% | 38.56% | 24.50% | 14.05% | 6.55% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNEAX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-A) | 01/02/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.50 | 38.56 | 24.50 | 14.05 | 6.55 | NA | NA | … | … | 13.03 | 33.24 | 25.55 | 1.21 | 2.16 | 0.80 | 5.88 | 6.71 |
| Sharpe Ratio | NA | 1.65 | 0.81 | 0.44 | 0.25 | NA | NA | … | … | 1.21 | 0.99 | 0.08 | 0.31 | 1.02 | 0.28 | 2.28 | 1.49 |
| Standard Deviation(%) | NA | 22.49 | 26.75 | 26.75 | 19.62 | NA | NA | … | … | 24.66 | 30.65 | 22.01 | 1.77 | 1.91 | 2.76 | 2.58 | 4.49 |
| Draw Down(%) | NA | 18.99 | 27.73 | 27.73 | 27.73 | NA | NA | … | … | 16.60 | 27.73 | 15.09 | 1.12 | 1.82 | 1.88 | 1.25 | 4.08 |
| Yield(%) | 0.00 | 10.58 | 5.05 | 3.03 | 1.86 | 1.86 | 1.40 | … | … | 0.00 | 11.39 | 0.45 | 1.77 | 2.24 | 3.89 | 1.91 | 1.51 |
Data as of 06/08/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNEAX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-A) |
-1.98%
Apr 2021 – Apr 2024 |
0.71%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNEAX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-A) |
24.98%
May 2023 – May 2026 |
15.02%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart