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CSTAX vs. CFTAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CSTAX vs. CFTAX

Last updated May 20, 2025

Compare and contrast key facts about American Funds College 2027 Fund (CSTAX) and American Funds College 2024 Fund (CFTAX).

CSTAX is managed by American Funds. It was launched on Sep 13, 2012. CFTAX is managed by American Funds. It was launched on Sep 13, 2012.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSTAX or CFTAX.

Correlation

The correlation between CSTAX and CFTAX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

CSTAX vs. CFTAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds College 2027 Fund (CSTAX) and American Funds College 2024 Fund (CFTAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

CSTAX

YTD

3.04%

1M

1.75%

6M

2.63%

1Y

6.89%

3Y*

3.72%

5Y*

1.96%

10Y*

1.94%

CFTAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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American Funds College 2027 Fund

American Funds College 2024 Fund

CSTAX vs. CFTAX - Expense Ratio Comparison

Both CSTAX and CFTAX have an expense ratio of 0.41%.

CSTAX
American Funds College 2027 Fund
CFTAX
American Funds College 2024 Fund

Risk-Adjusted Performance

CSTAX vs. CFTAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CSTAX
The Risk-Adjusted Performance Rank of CSTAX is 8686
Overall Rank
The Sharpe Ratio Rank of CSTAX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of CSTAX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of CSTAX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of CSTAX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of CSTAX is 8989
Martin Ratio Rank
CFTAX
The Risk-Adjusted Performance Rank of CFTAX is 3434
Overall Rank
The Sharpe Ratio Rank of CFTAX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of CFTAX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of CFTAX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of CFTAX is 1717
Calmar Ratio Rank
The Martin Ratio Rank of CFTAX is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSTAX vs. CFTAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds College 2027 Fund (CSTAX) and American Funds College 2024 Fund (CFTAX). 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.

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Dividends

CSTAX vs. CFTAX - Dividend Comparison

CSTAX's dividend yield for the trailing twelve months is around 3.38%, while CFTAX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
CSTAX
American Funds College 2027 Fund		3.38%3.48%3.16%2.50%1.47%2.97%2.25%1.97%1.47%1.62%1.62%4.25%
CFTAX
American Funds College 2024 Fund		0.00%0.71%3.29%2.31%1.14%3.02%2.30%1.98%1.59%1.76%1.83%4.27%

Drawdowns

CSTAX vs. CFTAX - Drawdown Comparison

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Volatility

CSTAX vs. CFTAX - Volatility Comparison

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