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

Correlation

The correlation between CSTAX and CMCSA is 0.49, 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.


-0.50.00.51.00.5

Performance

CSTAX vs. CMCSA - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
1.62%
-6.14%
CSTAX
CMCSA

Key characteristics

Sharpe Ratio

CSTAX:

1.96

CMCSA:

-0.35

Sortino Ratio

CSTAX:

2.79

CMCSA:

-0.30

Omega Ratio

CSTAX:

1.37

CMCSA:

0.96

Calmar Ratio

CSTAX:

0.72

CMCSA:

-0.22

Martin Ratio

CSTAX:

7.29

CMCSA:

-0.85

Ulcer Index

CSTAX:

1.08%

CMCSA:

10.45%

Daily Std Dev

CSTAX:

4.00%

CMCSA:

25.59%

Max Drawdown

CSTAX:

-19.19%

CMCSA:

-67.89%

Current Drawdown

CSTAX:

-3.45%

CMCSA:

-35.00%

Returns By Period

In the year-to-date period, CSTAX achieves a 1.94% return, which is significantly higher than CMCSA's -2.17% return. Over the past 10 years, CSTAX has underperformed CMCSA with an annualized return of 1.93%, while CMCSA has yielded a comparatively higher 4.56% annualized return.


CSTAX

YTD

1.94%

1M

1.00%

6M

1.62%

1Y

7.75%

5Y*

1.16%

10Y*

1.93%

CMCSA

YTD

-2.17%

1M

-1.51%

6M

-6.14%

1Y

-10.23%

5Y*

-2.02%

10Y*

4.56%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

CSTAX vs. CMCSA — 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 7878
Overall Rank
The Sharpe Ratio Rank of CSTAX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of CSTAX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of CSTAX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of CSTAX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of CSTAX is 7777
Martin Ratio Rank

CMCSA
The Risk-Adjusted Performance Rank of CMCSA is 2828
Overall Rank
The Sharpe Ratio Rank of CMCSA is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of CMCSA is 2525
Sortino Ratio Rank
The Omega Ratio Rank of CMCSA is 2424
Omega Ratio Rank
The Calmar Ratio Rank of CMCSA is 3333
Calmar Ratio Rank
The Martin Ratio Rank of CMCSA is 2828
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. CMCSA - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for CSTAX, currently valued at 1.96, compared to the broader market-1.000.001.002.003.004.001.96-0.35
The chart of Sortino ratio for CSTAX, currently valued at 2.79, compared to the broader market0.002.004.006.008.0010.0012.002.79-0.30
The chart of Omega ratio for CSTAX, currently valued at 1.37, compared to the broader market1.002.003.004.001.370.96
The chart of Calmar ratio for CSTAX, currently valued at 0.72, compared to the broader market0.005.0010.0015.0020.000.72-0.22
The chart of Martin ratio for CSTAX, currently valued at 7.29, compared to the broader market0.0020.0040.0060.0080.007.29-0.85
CSTAX
CMCSA

The current CSTAX Sharpe Ratio is 1.96, which is higher than the CMCSA Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of CSTAX and CMCSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
1.96
-0.35
CSTAX
CMCSA

Dividends

CSTAX vs. CMCSA - Dividend Comparison

CSTAX's dividend yield for the trailing twelve months is around 3.42%, which matches CMCSA's 3.41% yield.


TTM20242023202220212020201920182017201620152014
CSTAX
American Funds College 2027 Fund
3.42%3.48%3.16%2.50%1.47%2.97%2.25%1.97%1.47%1.62%1.62%4.25%
CMCSA
Comcast Corporation
3.41%3.25%2.60%3.03%1.95%1.72%1.40%2.70%1.18%1.96%1.73%1.16%

Drawdowns

CSTAX vs. CMCSA - Drawdown Comparison

The maximum CSTAX drawdown since its inception was -19.19%, smaller than the maximum CMCSA drawdown of -67.89%. Use the drawdown chart below to compare losses from any high point for CSTAX and CMCSA. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.45%
-35.00%
CSTAX
CMCSA

Volatility

CSTAX vs. CMCSA - Volatility Comparison

The current volatility for American Funds College 2027 Fund (CSTAX) is 0.94%, while Comcast Corporation (CMCSA) has a volatility of 13.22%. This indicates that CSTAX experiences smaller price fluctuations and is considered to be less risky than CMCSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
0.94%
13.22%
CSTAX
CMCSA
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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