Nasdaq - Delayed Quote USD
American Funds College 2030 529-F-3 (FTFCX)
13.37
+0.03
+(0.22%)
At close: 8:01:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.62% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 2.77% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTFCX | Category Average | FTFCX | Category Average | FTFCX | Category Average | |
| Alpha | -0.22 | -0.01 | 0.07 | -0.01 | 0.59 | -0 |
| BETA | 0.75 | 0.01 | 0.76 | 0.01 | 0.8 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 0.64 | 0.01 | 0.51 | 0.01 |
| R-squared | 97.06 | 0.92 | 97.38 | 0.91 | 95.1 | 0.91 |
| Standard Deviation | 9.55 | 0.1 | 8.92 | 0.08 | 8.25 | 0.07 |
| Sharpe Ratio | -0.02 | 0.01 | 0.55 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | -0.86 | 0.09 | 6.23 | 0.08 | 4.97 | 0.07 |
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