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American Funds College 2033 529E (CTLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.33+0.06 (+0.49%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.29%
5-year average return6.40%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)19.21%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return19.21%
Worst 3-yr total return1.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCTLEXCategory
YTD5.60%9.69%
1-month1.32%0.91%
3-month0.99%5.21%
1-year12.14%27.06%
3-year1.65%11.00%
5-year6.49%10.26%
10-year0.00%8.34%
Last bull market16.46%15.58%
Last bear market-10.57%-12.16%

Annual total return (%) history

Year
CTLEXCategory
2024
N/AN/A
2023
13.28%N/A
2022
-15.30%N/A
2021
10.28%N/A
2020
15.26%11.72%
2019
19.21%19.23%
2018
-6.06%-5.76%
2017
18.90%13.21%
2016
6.52%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.57%0.99%N/AN/A
20234.11%2.48%-2.95%9.42%
2022-6.12%-10.57%-5.72%7.01%
20211.84%4.45%-0.43%4.12%
2020-11.77%13.15%5.27%9.67%
20198.94%2.88%-0.08%6.45%
20180.09%0.60%1.87%-8.41%
20176.00%3.58%4.10%4.03%
20160.52%1.87%4.28%-0.25%
20150.40%-7.29%4.09%N/A

Rank in category (by total return)

YTD61
1-month49
3-month57
1-year52
3-year71
5-year60

Load adjusted returns

1-year12.14%
3-year1.65%
5-year6.49%
10-yearN/A