Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS C) | 2.83% | 10.14% | 9.42% | 4.22% | 5.66% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS C) | 02/25/2014 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 10.14 | 9.42 | 4.22 | 5.66 | NA | NA | … | … | 2.83 | 12.25 | 7.32 | 8.40 | -11.19 | 9.13 | 8.77 | 13.66 | -3.78 | 9.98 | 6.42 | -1.78 | 4.58 |
| Sharpe Ratio | NA | 1.84 | 1.14 | 0.29 | 0.58 | NA | NA | … | … | 1.21 | 1.51 | 0.68 | 0.76 | -1.25 | 1.70 | 0.62 | 2.65 | -0.84 | 3.12 | 0.97 | -0.27 | 0.99 |
| Standard Deviation(%) | NA | 5.14 | 6.02 | 6.95 | 7.30 | NA | NA | … | … | 6.26 | 6.22 | 5.44 | 6.28 | 10.16 | 5.34 | 13.74 | 4.60 | 6.19 | 3.01 | 6.39 | 6.71 | 5.43 |
| Draw Down(%) | NA | 4.72 | 6.07 | 16.68 | 16.72 | NA | NA | … | … | 4.72 | 5.45 | 2.90 | 6.07 | 16.68 | 2.49 | 16.72 | 2.23 | 8.73 | 0.98 | 4.30 | 7.28 | 4.04 |
| Yield(%) | 0.00 | 6.71 | 4.95 | 3.93 | 3.96 | 3.18 | 2.38 | … | … | 0.00 | 7.04 | 4.55 | 2.81 | 2.47 | 4.49 | 3.52 | 3.70 | 3.27 | 2.17 | 2.53 | 4.81 | 3.85 |
Data as of 06/05/2026, Common starting date is 02/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS C) |
0.32%
Apr 2021 – Apr 2024 |
2.06%
Sep 2017 – Sep 2022 |
4.04%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS C) |
10.92%
Sep 2022 – Sep 2025 |
7.38%
Dec 2016 – Dec 2021 |
6.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart