Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTDFX (American Funds College 2039 Fund Class 529-F-1) | 5.36% | 17.44% | 16.87% | 8.07% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTDFX (American Funds College 2039 Fund Class 529-F-1) | 05/24/2021 | 06/10/2026 |
| 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 (%) | -3.14 | 17.44 | 16.87 | 8.07 | NA | NA | NA | … | … | 5.36 | 19.13 | 15.65 | 22.35 | -20.48 | 6.31 |
| Sharpe Ratio | NA | 1.54 | 1.18 | 0.41 | NA | NA | NA | … | … | 0.99 | 1.16 | 1.09 | 1.68 | -1.07 | 1.01 |
| Standard Deviation(%) | NA | 10.90 | 12.32 | 14.16 | NA | NA | NA | … | … | 12.97 | 14.04 | 11.00 | 11.23 | 20.54 | 10.39 |
| Draw Down(%) | NA | 8.38 | 14.34 | 28.26 | NA | NA | NA | … | … | 8.38 | 14.34 | 6.78 | 10.04 | 27.20 | 5.25 |
| Yield(%) | 0.00 | 6.58 | 4.81 | 3.09 | 1.58 | 1.05 | 0.79 | … | … | 0.00 | 7.03 | 3.71 | 2.17 | 2.04 | 0.41 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CTDFX (American Funds College 2039 Fund Class 529-F-1) |
3.60%
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 |
|---|---|---|---|---|
| CTDFX (American Funds College 2039 Fund Class 529-F-1) |
21.13%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart