CSTAX vs. ANWPX
Compare and contrast key facts about American Funds College 2027 Fund (CSTAX) and American Funds New Perspective Fund Class A (ANWPX).
CSTAX is managed by American Funds. It was launched on Sep 13, 2012. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
CSTAX vs. ANWPX - Performance Comparison
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CSTAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
ANWPX American Funds New Perspective Fund Class A | -8.14% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, CSTAX achieves a -0.65% return, which is significantly higher than ANWPX's -8.14% return. Over the past 10 years, CSTAX has underperformed ANWPX with an annualized return of 4.97%, while ANWPX has yielded a comparatively higher 11.98% annualized return.
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
ANWPX
- 1D
- -0.18%
- 1M
- -10.49%
- YTD
- -8.14%
- 6M
- -5.86%
- 1Y
- 13.67%
- 3Y*
- 13.74%
- 5Y*
- 6.70%
- 10Y*
- 11.98%
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CSTAX vs. ANWPX - Expense Ratio Comparison
CSTAX has a 0.41% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
CSTAX vs. ANWPX — Risk / Return Rank
CSTAX
ANWPX
CSTAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2027 Fund (CSTAX) 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.
| CSTAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 0.79 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.23 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.17 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 0.94 | +1.29 |
Martin ratioReturn relative to average drawdown | 9.16 | 3.90 | +5.26 |
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
| CSTAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 0.79 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.39 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.68 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.65 | +0.21 |
Correlation
The correlation between CSTAX and ANWPX is 0.78, 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
CSTAX vs. ANWPX - Dividend Comparison
CSTAX's dividend yield for the trailing twelve months is around 5.30%, less than ANWPX's 7.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
ANWPX American Funds New Perspective Fund Class A | 7.16% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
CSTAX vs. ANWPX - Drawdown Comparison
The maximum CSTAX drawdown since its inception was -14.52%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for CSTAX and ANWPX.
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Drawdown Indicators
| CSTAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.52% | -52.34% | +37.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -11.75% | +9.03% |
Max Drawdown (5Y)Largest decline over 5 years | -14.52% | -34.45% | +19.93% |
Max Drawdown (10Y)Largest decline over 10 years | -14.52% | -34.45% | +19.93% |
Current DrawdownCurrent decline from peak | -2.48% | -11.48% | +9.00% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -8.13% | +5.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 2.84% | -2.18% |
Volatility
CSTAX vs. ANWPX - Volatility Comparison
The current volatility for American Funds College 2027 Fund (CSTAX) is 1.32%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 5.13%. This indicates that CSTAX 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
| CSTAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | 5.13% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 2.05% | 9.85% | -7.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 16.78% | -13.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.16% | 17.09% | -11.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.82% | 17.74% | -11.92% |