CCFAX vs. EKBAX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and Allspring Diversified Capital Builder Fund (EKBAX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
CCFAX vs. EKBAX - Performance Comparison
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CCFAX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -1.75% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
EKBAX Allspring Diversified Capital Builder Fund | 7.46% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -7.10% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.75% return, which is significantly lower than EKBAX's 7.46% return.
CCFAX
- 1D
- 1.74%
- 1M
- -4.47%
- YTD
- -1.75%
- 6M
- 0.25%
- 1Y
- 14.23%
- 3Y*
- 13.53%
- 5Y*
- 6.50%
- 10Y*
- —
EKBAX
- 1D
- 2.78%
- 1M
- -4.52%
- YTD
- 7.46%
- 6M
- 13.50%
- 1Y
- 39.99%
- 3Y*
- 22.93%
- 5Y*
- 14.35%
- 10Y*
- 14.11%
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CCFAX vs. EKBAX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Return for Risk
CCFAX vs. EKBAX — Risk / Return Rank
CCFAX
EKBAX
CCFAX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) and Allspring Diversified Capital Builder Fund (EKBAX). 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 | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.96 | -0.58 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.56 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.41 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 3.08 | -1.18 |
Martin ratioReturn relative to average drawdown | 8.46 | 15.01 | -6.55 |
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 | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.96 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.81 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.47 | +0.12 |
Correlation
The correlation between CCFAX and EKBAX is 0.89, 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. EKBAX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.23%, less than EKBAX's 8.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.23% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
EKBAX Allspring Diversified Capital Builder Fund | 8.95% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
CCFAX vs. EKBAX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for CCFAX and EKBAX.
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Drawdown Indicators
| CCFAX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -55.64% | +29.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -13.29% | +5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -24.84% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.33% | — |
Current DrawdownCurrent decline from peak | -5.01% | -4.75% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -8.03% | +2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.72% | -0.98% |
Volatility
CCFAX vs. EKBAX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.77%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 6.47%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCFAX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 6.47% | -2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 13.05% | -6.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 20.88% | -10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.52% | 17.89% | -6.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 17.42% | -4.01% |