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American Funds College 2027 529F1 (CTSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.88-0.02 (-0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.62%
5-year average return3.86%
Number of years up8
Number of years down3
Best 1-yr total return (20 May 2024)20.12%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return20.12%
Worst 3-yr total return0.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCTSFXCategory
YTD-0.68%5.91%
1-month-2.10%0.61%
3-month-1.02%4.02%
1-year2.60%18.59%
3-year-0.26%8.56%
5-year3.20%7.44%
10-year4.15%6.20%
Last bull market9.76%11.89%
Last bear market-5.59%-8.23%

Annual total return (%) history

Year
CTSFXCategory
2024
N/AN/A
2023
6.76%N/A
2022
-9.66%N/A
2021
6.68%N/A
2020
7.89%8.86%
2019
13.63%14.81%
2018
-2.04%-5.04%
2017
12.04%9.86%
2016
6.50%6.62%
2015
-0.69%-2.32%
2014
5.66%4.02%
2013
20.12%7.23%
2012
N/A9.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.45%N/AN/AN/A
20232.56%-0.34%-2.16%6.76%
2022-3.62%-5.59%-5.07%4.58%
20211.37%2.63%-0.07%2.61%
2020-5.74%6.83%2.77%4.25%
20195.75%2.88%1.24%3.17%
2018-0.87%0.32%1.82%-3.26%
20173.65%2.45%3.04%2.40%
20162.07%2.37%2.32%-0.38%
20151.39%-0.40%-4.14%2.59%
20141.60%3.98%-0.88%0.90%
20135.19%0.95%6.11%6.60%
20122.56%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month16
3-month93
1-year95
3-year55
5-year72

Load adjusted returns

1-year2.60%
3-year-0.26%
5-year3.20%
10-year4.15%