TCDTX Performance — American Funds College 2036 Fund, Class 529-T
Data updated: 2026-09-28
TCDTX returned +6.72% year to date and +19.17% over one year to May 2026. Annualised returns are +16.73% over 3 years and +7.80% over 5 years. Against its Target-Date category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $159, against $155 for the category, and to $119 over one year, against $121. Volatility over the past three years was 9.60% a year. In the 12 months to Jul 2026 the fund took in a net $565.8M, and assets reached $3.94B.
TCDTX Growth of $100
What $100 invested in American Funds College 2036 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TCDTX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $119 | $121 |
| 3 years (Jun 2023 – May 2026) | $159 | $155 |
| 5 years (Jun 2021 – May 2026) | $146 | $144 |
| Since data start (Aug 2019 – May 2026) | $197 | $186 |
TCDTX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.72% |
| 1 year | +19.17% |
| 3 years (annualised) | +16.73% |
| 5 years (annualised) | +7.80% |
TCDTX Annual Returns
Calendar-year total returns of American Funds College 2036 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +6.72% |
| 2025 | +16.67% |
| 2024 | +13.97% |
| 2023 | +19.44% |
| 2022 | −18.16% |
| 2021 | +12.59% |
| 2020 | +17.02% |
| 2019 (Aug–Dec) | +7.77% |
TCDTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +1.3% | −4.8% | +5.7% | +2.7% | — | — | — | — | — | — | — |
| 2025 | +3.1% | −0.3% | −2.9% | +0.6% | +4.2% | +4.1% | +0.6% | +1.8% | +2.0% | +1.2% | +1.1% | +0.3% |
| 2024 | +0.5% | +3.4% | +2.7% | −3.2% | +3.1% | +1.8% | +1.8% | +2.1% | +1.9% | −1.6% | +2.7% | −1.8% |
| 2023 | +6.0% | −2.6% | +2.7% | +1.2% | −0.6% | +4.0% | +2.7% | −1.7% | −3.9% | −2.0% | +7.8% | +5.2% |
| 2022 | −5.4% | −2.3% | +0.1% | −7.3% | +0.5% | −6.6% | +5.6% | −3.3% | −7.5% | +4.4% | +6.5% | −3.1% |
| 2021 | −0.4% | +1.8% | +1.2% | +3.5% | +1.1% | +0.9% | +0.8% | +2.0% | −3.1% | +4.0% | −2.2% | +2.6% |
| 2020 | −1.0% | −5.1% | −10.0% | +8.6% | +3.8% | +2.7% | +4.2% | +4.4% | −2.2% | −1.7% | +9.7% | +4.4% |
| 2019 | — | — | — | — | — | — | — | −1.4% | +1.0% | +2.4% | +2.5% | +3.2% |
TCDTX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 9.60%
- 3-year Sharpe ratio: 1.27 (vs 4.5% risk-free rate)
- Best month: +7.84% (Nov 2023)
- Worst month: −4.83% (Mar 2026)
TCDTX Fund Flows
Monthly money in and out of American Funds College 2036 Fund, from SEC Form N-PORT.
- 12-month net flow: $565.8M
- 12-month gross sales (incl. reinvestments): $811.3M
- Sales ÷ redemptions: 3.31×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $44.7M | $25.4M | $19.3M |
| Jun 2026 | $42.9M | $23.1M | $19.8M |
| May 2026 | $44.9M | $19.6M | $25.3M |
| Apr 2026 | $46.2M | $22.2M | $24.0M |
| Mar 2026 | $50.6M | $20.3M | $30.3M |
| Feb 2026 | $52.7M | $22.4M | $30.3M |
| Jan 2026 | $61.5M | $26.7M | $34.8M |
| Dec 2025 | $306.2M | $21.9M | $284.2M |
| Nov 2025 | $39.4M | $14.0M | $25.4M |
| Oct 2025 | $44.2M | $15.5M | $28.7M |
| Sep 2025 | $39.6M | $16.4M | $23.2M |
| Aug 2025 | $38.4M | $17.9M | $20.5M |
TCDTX Assets Under Management
Net assets of American Funds College 2036 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $3.94B |
| 2026-04-30 | $3.79B |
| 2026-01-31 | $3.63B |
| 2025-10-31 | $3.41B |
| 2025-07-31 | $3.18B |
| 2025-04-30 | $2.85B |
| 2025-01-31 | $2.85B |
| 2024-10-31 | $2.63B |
| 2024-07-31 | $2.51B |
| 2024-04-30 | $2.29B |
| 2024-01-31 | $2.14B |
| 2023-10-31 | $1.79B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.