CCFAX vs. AWSHX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Performance
CCFAX vs. AWSHX - Performance Comparison
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CCFAX vs. AWSHX - 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | -3.17% | 17.20% | 19.02% | 17.21% | -8.45% | 28.44% | 7.69% | 24.86% | -6.22% |
Returns By Period
In the year-to-date period, CCFAX achieves a -3.43% return, which is significantly lower than AWSHX's -3.17% return.
CCFAX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -3.43%
- 6M
- -1.05%
- 1Y
- 12.73%
- 3Y*
- 12.88%
- 5Y*
- 6.37%
- 10Y*
- —
AWSHX
- 1D
- 2.21%
- 1M
- -5.85%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 12.98%
- 3Y*
- 16.12%
- 5Y*
- 11.18%
- 10Y*
- 12.07%
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CCFAX vs. AWSHX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than AWSHX's 0.58% expense ratio.
Return for Risk
CCFAX vs. AWSHX — Risk / Return Rank
CCFAX
AWSHX
CCFAX vs. AWSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). 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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.86 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.34 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.35 | +0.16 |
Martin ratioReturn relative to average drawdown | 6.83 | 6.00 | +0.83 |
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 | AWSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.86 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.80 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.05 |
Correlation
The correlation between CCFAX and AWSHX is 0.91, 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. AWSHX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.35%, less than AWSHX's 10.44% 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% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 10.44% | 10.08% | 10.06% | 6.14% | 6.31% | 6.05% | 3.06% | 6.19% | 4.36% | 7.26% | 6.37% | 6.25% |
Drawdowns
CCFAX vs. AWSHX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum AWSHX drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for CCFAX and AWSHX.
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Drawdown Indicators
| CCFAX | AWSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -53.95% | +28.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -10.37% | +2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -18.64% | -6.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.65% | — |
Current DrawdownCurrent decline from peak | -6.63% | -6.35% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -6.43% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 2.32% | -0.61% |
Volatility
CCFAX vs. AWSHX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.17%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 4.41%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCFAX | AWSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 4.41% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 6.00% | 8.28% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 15.30% | -4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 14.12% | -2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.40% | 16.33% | -2.93% |