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American Funds College 2033 529A (CTLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.92-0.01 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.23%
5-year average return6.24%
Number of years up6
Number of years down2
Best 1-yr total return (23 Apr 2024)19.45%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return19.45%
Worst 3-yr total return2.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCTLAXCategory
YTD4.63%9.69%
1-month2.35%0.91%
3-month4.63%5.21%
1-year14.03%27.06%
3-year3.02%11.00%
5-year7.12%10.26%
10-year0.00%8.34%
Last bull market21.67%15.58%
Last bear market-10.52%-12.16%

Annual total return (%) history

Year
CTLAXCategory
2024
N/AN/A
2023
13.54%N/A
2022
-15.14%N/A
2021
10.54%N/A
2020
15.50%11.72%
2019
19.45%19.23%
2018
-5.94%-5.76%
2017
19.33%13.21%
2016
6.84%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.63%N/AN/AN/A
20234.18%2.55%-2.94%9.48%
2022-6.10%-10.52%-5.69%7.09%
20211.91%4.50%-0.36%4.17%
2020-11.65%13.18%5.24%9.75%
20199.01%2.96%-0.08%6.51%
20180.09%0.60%1.95%-8.37%
20176.09%3.67%4.17%4.16%
20160.52%1.97%4.27%-0.04%
20150.40%-7.29%4.25%N/A

Rank in category (by total return)

YTD70
1-month61
3-month70
1-year59
3-year70
5-year56

Load adjusted returns

1-year10.04%
3-year1.81%
5-year6.36%
10-yearN/A