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American Funds College 2033 529E (CTLEX)

12.23
-0.01
(-0.08%)
As of 8:05:28 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.89%
5y Average Return 7.26%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2025) 19.21%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 19.21%
Worst 3Y Total Return 1.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTLEX
Category
YTD
1.70%
9.69%
1-Month
-1.65%
0.91%
3-Month
1.70%
5.21%
1-Year
7.17%
27.06%
3-Year
4.63%
11.00%
5-Year
9.15%
10.26%
10-Year
6.51%
8.34%
Last Bull Market
10.70%
15.58%
Last Bear Market
-10.57%
-12.16%

Annual Total Return (%) History

Year
CTLEX
Category
2025
--
--
2024
10.19%
--
2023
13.28%
--
2022
-15.30%
--
2021
10.28%
--
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
--
-1.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.70% -- -- --
2024 4.57% 0.99% 6.20% -1.75%
2023 4.11% 2.48% -2.95% 9.42%
2022 -6.12% -10.57% -5.72% 7.01%
2021 1.84% 4.45% -0.43% 4.12%
2020 -11.77% 13.15% 5.27% 9.67%
2019 8.94% 2.88% -0.08% 6.45%
2018 0.09% 0.60% 1.87% -8.41%
2017 6.00% 3.58% 4.10% 4.03%
2016 0.52% 1.87% 4.28% -0.25%

2015 0.40% -7.29% 4.09% --

Rank in Category (By Total Return)

YTD 14
1-Month 19
3-Month 14
1-Year 15
3-Year 38
5-Year 70

Load Adjusted Returns

1-Year 7.17%
3-Year 4.63%
5-Year 9.15%
10-Year 6.51%

Performance & Risk

YTD Return -0.89%
5y Average Return 7.26%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 3.62B
YTD Return 1.70%
Yield 2.49%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Summary

The adviser will increasingly emphasize income and preservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The adviser will attempt to achieve the fund's investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds.

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