Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTLAX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-A) | NA | -5.41% | 0.91% | 4.57% | 3.95% | NA | NA | … | … |
Data as of 11/04/2013, Common starting date is 03/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTLAX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-A) | 03/26/2002 | 11/04/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -5.41 | 0.91 | 4.57 | 3.95 | NA | NA | … | … | -5.43 | 3.76 | 7.01 | 5.71 | 7.91 | 4.25 | 6.65 | 3.37 | 2.07 | 3.83 | 3.78 | 7.65 |
| Sharpe Ratio | NA | -1.07 | 0.22 | 1.12 | 0.72 | NA | NA | … | … | -1.20 | 1.61 | 1.96 | 1.47 | 1.75 | 0.61 | 1.06 | -0.02 | -0.07 | 0.61 | 0.72 | 2.26 |
| Standard Deviation(%) | NA | 4.96 | 3.93 | 4.05 | 3.94 | NA | NA | … | … | 5.34 | 2.32 | 3.57 | 3.83 | 4.46 | 5.37 | 3.30 | 2.53 | 2.69 | 4.66 | 4.24 | 3.96 |
| Draw Down(%) | NA | 6.64 | 6.64 | 6.64 | 6.64 | NA | NA | … | … | 6.64 | 1.01 | 1.63 | 3.19 | 1.81 | 4.07 | 1.98 | 1.74 | 2.24 | 4.15 | 4.60 | 2.12 |
| Yield(%) | 0.00 | 1.96 | 2.90 | 3.73 | 3.98 | 3.22 | 2.42 | … | … | 1.42 | 2.56 | 3.46 | 4.06 | 4.45 | 4.96 | 4.59 | 4.15 | 4.15 | 4.99 | 6.81 | 1.68 |
Data as of 11/04/2013, Common starting date is 03/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLAX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-A) |
1.02%
Oct 2010 – Oct 2013 |
3.10%
Oct 2003 – Oct 2008 |
3.96%
Oct 2003 – Oct 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTLAX (AMERICAN FUNDS COLLEGE 2033 FUND CLASS 529-A) |
8.57%
Oct 2008 – Oct 2011 |
6.54%
May 2007 – May 2012 |
5.24%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart