Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNECX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-C) | 11.30% | 35.67% | 23.31% | 13.39% | 6.16% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNECX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-C) | 01/02/2013 | 06/11/2026 |
| 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 | 35.67 | 23.31 | 13.39 | 6.16 | NA | NA | … | … | 11.30 | 32.17 | 25.60 | 0.50 | 1.38 | -0.04 | 5.11 | 5.85 |
| Sharpe Ratio | NA | 1.60 | 0.79 | 0.43 | 0.24 | NA | NA | … | … | 1.17 | 0.96 | 0.08 | -0.09 | 0.64 | -0.03 | 1.94 | 1.36 |
| Standard Deviation(%) | NA | 22.52 | 26.72 | 26.72 | 19.59 | NA | NA | … | … | 24.73 | 30.63 | 21.90 | 1.71 | 1.81 | 2.75 | 2.62 | 4.29 |
| Draw Down(%) | NA | 19.24 | 27.79 | 27.79 | 27.79 | NA | NA | … | … | 16.77 | 27.79 | 15.05 | 1.40 | 2.12 | 1.89 | 1.18 | 4.19 |
| Yield(%) | 0.00 | 10.66 | 5.05 | 3.03 | 1.69 | 1.60 | 1.20 | … | … | 0.00 | 11.46 | 0.45 | 0.79 | 1.56 | 3.25 | 1.30 | 0.96 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| CNECX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-C) |
-2.50%
Apr 2021 – Apr 2024 |
0.07%
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 |
|---|---|---|---|---|
| CNECX (AMERICAN FUNDS COLLEGE 2018 FUND CLASS 529-C) |
24.28%
May 2023 – May 2026 |
14.28%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart