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American Funds College 2036 529-F-3 (CTAKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.87-0.03 (-0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.79%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 20, 2024)19.51%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return19.51%
Worst 3-Yr Total Return3.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCTAKXCategory
YTD6.51%11.35%
1-Month3.11%0.99%
3-Month2.52%5.92%
1-Year19.48%32.83%
3-Year3.08%11.75%
5-Year9.41%11.53%
10-Year0.00%8.98%
Last Bull Market21.13%17.67%
Last Bear Market-12.94%-15.71%

Annual Total Return (%) History

Year
CTAKXCategory
2024
N/AN/A
2023
19.51%N/A
2022
-18.06%N/A
2021
12.72%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.68%N/AN/AN/A
20235.95%4.58%-2.95%11.14%
2022-7.51%-12.94%-5.54%7.74%
20212.53%5.64%-0.38%4.46%

Rank In Category (By Total Return)

YTD41
1-Month77
3-Month65
1-Year27
3-Year49
5-Year32

Load Adjusted Returns

1-Year19.48%
3-Year3.08%
5-Year9.41%
10-YearN/A