American Funds College 2033 Fund (CTLAX)
The investment seeks to achieve the following objectives to varying degrees: growth, income and preservation of capital. 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
US02629M5875
Mar 26, 2015
$250
Large-Cap
Blend
Expense Ratio
CTLAX has an expense ratio of 0.42%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Funds College 2033 Fund (CTLAX) returned 4.27% year-to-date (YTD) and 10.04% over the past 12 months. Over the past 10 years, CTLAX returned 4.11% annually, underperforming the S&P 500 benchmark at 10.84%.
CTLAX
4.27%
2.45%
1.63%
10.04%
6.21%
3.92%
4.11%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of CTLAX, 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 | 2.42% | 0.94% | -1.64% | 0.16% | 2.37% | 4.27% | |||||||
| 2024 | 0.34% | 1.88% | 2.35% | -2.87% | 2.70% | 1.32% | 2.43% | 2.06% | 1.63% | -1.76% | 2.10% | -2.90% | 9.43% |
| 2023 | 4.56% | -2.82% | 2.53% | 1.09% | -1.26% | 2.74% | 1.87% | -1.48% | -3.28% | -1.65% | 6.52% | 4.52% | 13.56% |
| 2022 | -4.09% | -1.93% | -0.16% | -6.00% | 0.79% | -5.55% | 4.50% | -3.08% | -6.89% | 3.60% | 5.92% | -4.91% | -17.31% |
| 2021 | -0.46% | 1.15% | 1.21% | 2.85% | 1.02% | 0.58% | 0.93% | 1.42% | -2.66% | 3.31% | -1.60% | -7.18% | 0.13% |
| 2020 | -0.33% | -4.01% | -7.65% | 7.44% | 3.24% | 2.04% | 3.58% | 3.53% | -1.86% | -1.66% | 8.04% | -0.99% | 10.71% |
| 2019 | 5.41% | 1.62% | 1.77% | 2.26% | -3.83% | 4.69% | 0.08% | -0.84% | 0.68% | 1.86% | 1.99% | -0.49% | 15.94% |
| 2018 | 4.53% | -3.03% | -1.26% | 0.34% | 0.43% | -0.17% | 1.87% | -0.25% | 0.33% | -5.66% | 1.24% | -6.60% | -8.44% |
| 2017 | 2.79% | 1.84% | 1.33% | 1.51% | 1.85% | 0.27% | 2.36% | 0.09% | 1.68% | 1.66% | 1.20% | 0.20% | 18.10% |
| 2016 | -4.38% | -0.98% | 6.17% | 1.56% | 0.41% | 0.00% | 3.26% | 0.20% | 0.79% | -1.46% | 0.40% | 0.17% | 5.92% |
| 2015 | -0.20% | 2.20% | 0.20% | -1.96% | 1.30% | -5.71% | -2.93% | 6.46% | -0.41% | -1.68% | -3.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, CTLAX is among the top 21% 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 2033 Fund (CTLAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
American Funds College 2033 Fund provided a 3.64% dividend yield over the last twelve months, with an annual payout of $0.47 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $0.47 | $0.28 | $0.48 | $1.49 | $0.79 | $0.57 | $0.46 | $0.26 | $0.23 | $0.10 |
Dividend yield | 3.64% | 3.80% | 2.43% | 4.56% | 11.46% | 6.06% | 4.74% | 4.36% | 2.19% | 2.27% | 0.99% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds College 2033 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 | $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 | $0.47 | $0.47 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.49 | $1.49 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.79 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2015 | $0.10 | $0.10 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds College 2033 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 2033 Fund was 28.87%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current American Funds College 2033 Fund drawdown is 3.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.87% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -21.38% | Dec 26, 2019 | 60 | Mar 23, 2020 | 79 | Jul 15, 2020 | 139 |
| -15.46% | May 22, 2015 | 183 | Feb 11, 2016 | 128 | Aug 15, 2016 | 311 |
| -14.54% | Jan 29, 2018 | 235 | Jan 3, 2019 | 220 | Nov 15, 2019 | 455 |
| -4.83% | Dec 18, 2020 | 3 | Dec 22, 2020 | 72 | Apr 8, 2021 | 75 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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