CCFAX vs. AMCPX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds AMCAP Fund Class A (AMCPX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
CCFAX vs. AMCPX - Performance Comparison
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CCFAX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -3.43% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -8.82% |
Returns By Period
In the year-to-date period, CCFAX achieves a -3.43% return, which is significantly higher than AMCPX's -11.82% return.
CCFAX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -3.43%
- 6M
- -1.05%
- 1Y
- 12.73%
- 3Y*
- 12.88%
- 5Y*
- 6.37%
- 10Y*
- —
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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CCFAX vs. AMCPX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Return for Risk
CCFAX vs. AMCPX — Risk / Return Rank
CCFAX
AMCPX
CCFAX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CCFAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.56 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.78 | 0.94 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.59 | +0.92 |
Martin ratioReturn relative to average drawdown | 6.83 | 2.42 | +4.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CCFAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.56 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.33 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.57 | 0.00 |
Correlation
The correlation between CCFAX and AMCPX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CCFAX vs. AMCPX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.35%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.35% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
CCFAX vs. AMCPX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for CCFAX and AMCPX.
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Drawdown Indicators
| CCFAX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -62.37% | +36.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -14.18% | +6.45% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -36.90% | +11.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.90% | — |
Current DrawdownCurrent decline from peak | -6.63% | -14.18% | +7.55% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -9.60% | +4.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 3.47% | -1.76% |
Volatility
CCFAX vs. AMCPX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.17%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCFAX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 5.26% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 6.00% | 11.06% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 19.60% | -9.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 19.12% | -7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.40% | 18.63% | -5.23% |