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Nasdaq - Delayed Quote USD

American Funds College Enrollment 529A (CENAX)

9.34
-0.01
(-0.11%)
At close: 8:00:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.19%
5y Average Return 1.00%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 7, 2025) 5.93%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 5.93%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CENAX
Category
YTD
2.16%
0.44%
1-Month
0.00%
0.02%
3-Month
2.16%
0.56%
1-Year
6.13%
2.65%
3-Year
2.47%
3.38%
5-Year
1.23%
2.40%
10-Year
1.60%
2.01%
Last Bull Market
6.17%
2.63%
Last Bear Market
-2.60%
-0.33%

Annual Total Return (%) History

Year
CENAX
Category
2025
--
--
2024
4.68%
--
2023
4.87%
--
2022
-7.06%
--
2021
-0.68%
--
2020
5.93%
3.81%
2019
3.98%
4.72%
2018
0.79%
0.92%

2017
0.92%
1.73%
2016
1.20%
2.08%
2015
0.81%
0.19%
2014
2.17%
1.07%
2013
-1.31%
0.45%
2012
--
3.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.16% -- -- --
2024 0.77% 0.76% 4.42% -1.27%
2023 2.22% -1.08% -0.77% 4.52%
2022 -3.12% -2.60% -3.42% 1.97%
2021 -1.19% 0.40% 0.20% -0.09%
2020 3.14% 1.67% 0.48% 0.54%
2019 1.44% 1.73% 0.40% 0.37%
2018 -0.72% 0.10% -0.10% 1.52%
2017 0.61% 0.40% 0.40% -0.50%
2016 1.52% 0.70% 0.00% -1.01%

2015 0.91% -0.30% 0.70% -0.50%
2014 0.82% 1.12% -0.20% 0.42%
2013 0.00% -1.50% 0.51% -0.31%
2012 -0.17% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 92
3-Month 9
1-Year 35
3-Year 91
5-Year 91

Load Adjusted Returns

1-Year 3.48%
3-Year 1.61%
5-Year 0.72%
10-Year 1.35%

Performance & Risk

YTD Return 1.19%
5y Average Return 1.00%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family American Funds
Net Assets 3.75B
YTD Return 2.16%
Yield 3.35%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

The adviser will attempt to achieve its investment objective by principally investing in a mix of American Funds fixed income funds that seek current income through investments in bonds or in other fixed income instruments. The fund may invest in growth-and-income funds, equity-income funds and balanced funds to a limited extent. It is designed for investors who are withdrawing (or who, in the near future, expect to withdraw) funds to meet higher education expenses.

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