CCFAX vs. RERGX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. RERGX is managed by American Funds.
Performance
CCFAX vs. RERGX - Performance Comparison
Loading graphics...
CCFAX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -18.19% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.75% return, which is significantly higher than RERGX's -2.84% return.
CCFAX
- 1D
- 1.74%
- 1M
- -4.47%
- YTD
- -1.75%
- 6M
- 0.25%
- 1Y
- 14.23%
- 3Y*
- 13.53%
- 5Y*
- 6.50%
- 10Y*
- —
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CCFAX vs. RERGX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
CCFAX vs. RERGX — Risk / Return Rank
CCFAX
RERGX
CCFAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.38 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.87 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.68 | +0.22 |
Martin ratioReturn relative to average drawdown | 8.46 | 6.37 | +2.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CCFAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.38 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.20 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.38 | +0.21 |
Correlation
The correlation between CCFAX and RERGX 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. RERGX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.23%, less than RERGX's 14.36% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
CCFAX vs. RERGX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for CCFAX and RERGX.
Loading graphics...
Drawdown Indicators
| CCFAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -37.30% | +11.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -12.52% | +4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -37.30% | +11.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -5.01% | -10.11% | +5.10% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -9.28% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.30% | -1.56% |
Volatility
CCFAX vs. RERGX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.77%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that CCFAX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CCFAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 7.27% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 11.54% | -5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 16.40% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.52% | 16.48% | -4.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 16.80% | -3.39% |