CCFAX vs. ANWPX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds New Perspective Fund Class A (ANWPX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
CCFAX vs. ANWPX - Performance Comparison
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CCFAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -1.17% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
ANWPX American Funds New Perspective Fund Class A | -4.43% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -9.00% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.17% return, which is significantly higher than ANWPX's -4.43% return.
CCFAX
- 1D
- 0.00%
- 1M
- -3.15%
- YTD
- -1.17%
- 6M
- 0.50%
- 1Y
- 17.52%
- 3Y*
- 13.57%
- 5Y*
- 6.63%
- 10Y*
- —
ANWPX
- 1D
- -0.50%
- 1M
- -4.58%
- YTD
- -4.43%
- 6M
- -3.13%
- 1Y
- 21.74%
- 3Y*
- 15.18%
- 5Y*
- 7.25%
- 10Y*
- 12.42%
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CCFAX vs. ANWPX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
CCFAX vs. ANWPX — Risk / Return Rank
CCFAX
ANWPX
CCFAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) and American Funds New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.99 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.52 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.50 | +0.43 |
Martin ratioReturn relative to average drawdown | 8.38 | 5.92 | +2.46 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.99 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.42 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Correlation
The correlation between CCFAX and ANWPX is 0.97, 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. ANWPX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.18%, more than ANWPX's 6.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.18% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 6.88% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
CCFAX vs. ANWPX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for CCFAX and ANWPX.
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Drawdown Indicators
| CCFAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -52.34% | +26.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.63% | -11.48% | +4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -34.45% | +9.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -4.45% | -7.90% | +3.45% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -8.13% | +2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 2.97% | -1.19% |
Volatility
CCFAX vs. ANWPX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.69%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.09%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCFAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 6.09% | -2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 6.25% | 10.40% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.69% | 17.07% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 17.14% | -5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.40% | 17.77% | -4.37% |