Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTTTX (American Funds College 2024 Fund Class 529-F-3) | NA | 1.07% | -0.93% | NA | NA | NA | NA | … | … |
Data as of 12/24/2024, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTTTX (American Funds College 2024 Fund Class 529-F-3) | 11/02/2020 | 12/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.07 | -0.93 | NA | NA | NA | NA | … | … | 0.88 | 5.22 | -8.49 | -0.48 | 1.02 |
| Sharpe Ratio | NA | -3.28 | -1.15 | NA | NA | NA | NA | … | … | -3.48 | 0.21 | -1.79 | -0.13 | 1.19 |
| Standard Deviation(%) | NA | 1.66 | 4.27 | NA | NA | NA | NA | … | … | 1.65 | 4.58 | 5.54 | 4.05 | 5.39 |
| Draw Down(%) | NA | 1.27 | 11.50 | NA | NA | NA | NA | … | … | 1.27 | 3.41 | 11.50 | 3.86 | 2.11 |
| Yield(%) | 0.00 | 0.79 | 2.14 | 2.17 | 1.08 | 0.72 | 0.54 | … | … | 0.79 | 3.72 | 2.38 | 1.43 | 3.31 |
Data as of 12/24/2024, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTTTX (American Funds College 2024 Fund Class 529-F-3) |
-2.01%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| FTTTX (American Funds College 2024 Fund Class 529-F-3) |
-1.15%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart