American Funds College 2036 Fund (CCFAX)
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.
Fund Info
US02629M2989
Feb 8, 2018
$250
Large-Cap
Blend
Expense Ratio
CCFAX features an expense ratio of 0.43%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds College 2036 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds College 2036 Fund had a return of 3.97% year-to-date (YTD) and 15.63% in the last 12 months.
CCFAX
3.97%
1.31%
6.13%
15.63%
8.91%
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of CCFAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.01% | 3.97% | |||||||||||
| 2024 | 0.43% | 3.41% | 2.64% | -3.21% | 3.15% | 1.85% | 1.74% | 2.02% | 1.83% | -1.57% | 2.66% | -1.76% | 13.70% |
| 2023 | 5.91% | -2.65% | 2.62% | 1.23% | -0.65% | 3.95% | 2.62% | -1.68% | -3.95% | -2.15% | 7.92% | 8.31% | 22.62% |
| 2022 | -5.54% | -2.31% | 0.17% | -7.35% | 0.55% | -6.62% | 5.63% | -3.40% | -7.61% | 4.43% | 6.41% | -3.14% | -18.41% |
| 2021 | -0.41% | 1.80% | 1.12% | 3.49% | 1.00% | 0.91% | 0.75% | 2.01% | -3.15% | 4.00% | -2.18% | 2.68% | 12.44% |
| 2020 | -0.91% | -5.14% | -10.15% | 8.61% | 3.86% | 2.58% | 4.19% | 4.29% | -2.23% | -1.75% | 9.71% | 4.34% | 16.77% |
| 2019 | 6.40% | 1.94% | 1.80% | 2.65% | -4.88% | 5.43% | 0.10% | -1.43% | 0.97% | 2.30% | 2.53% | 1.69% | 20.77% |
| 2018 | -1.43% | -1.55% | 0.39% | 0.39% | -0.39% | 2.16% | -0.48% | 0.39% | -6.72% | 1.24% | -5.22% | -11.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 85, CCFAX is among the top 15% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds College 2036 Fund provided a 2.01% dividend yield over the last twelve months, with an annual payout of $0.26 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.26 | $0.21 | $0.14 | $0.10 | $0.14 | $0.14 | $0.09 |
Dividend yield | 2.01% | 2.09% | 1.75% | 1.36% | 0.81% | 1.16% | 1.25% | 1.01% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds College 2036 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2018 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds College 2036 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds College 2036 Fund was 25.80%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current American Funds College 2036 Fund drawdown is 0.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -25.34% | Nov 10, 2021 | 234 | Oct 14, 2022 | 322 | Jan 29, 2024 | 556 |
| -15.34% | Feb 27, 2018 | 209 | Dec 24, 2018 | 81 | Apr 23, 2019 | 290 |
| -5.65% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -5.32% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The current American Funds College 2036 Fund volatility is 1.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.