Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS C) | 4.17% | 12.35% | 10.44% | 4.83% | 6.29% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS C) | 02/25/2014 | 06/03/2026 |
| 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 (%) | 0.07 | 12.35 | 10.44 | 4.83 | 6.29 | NA | NA | … | … | 4.17 | 13.01 | 7.79 | 9.25 | -11.95 | 9.46 | 9.86 | 14.35 | -3.79 | 11.60 | 5.92 | -0.89 | 4.56 |
| Sharpe Ratio | NA | 1.89 | 1.15 | 0.32 | 0.61 | NA | NA | … | … | 1.31 | 1.46 | 0.70 | 0.84 | -1.24 | 1.66 | 0.67 | 2.58 | -0.74 | 3.29 | 0.78 | -0.12 | 0.87 |
| Standard Deviation(%) | NA | 5.65 | 6.61 | 7.51 | 7.82 | NA | NA | … | … | 6.84 | 6.96 | 5.95 | 6.74 | 10.86 | 5.67 | 14.23 | 4.98 | 6.98 | 3.34 | 7.30 | 7.87 | 6.16 |
| Draw Down(%) | NA | 5.08 | 6.57 | 17.63 | 17.63 | NA | NA | … | … | 5.08 | 6.17 | 3.19 | 6.57 | 17.63 | 2.53 | 17.15 | 2.44 | 9.43 | 0.98 | 5.21 | 7.92 | 4.63 |
| Yield(%) | 0.00 | 7.07 | 5.06 | 4.25 | 4.27 | 3.33 | 2.50 | … | … | 0.00 | 7.40 | 4.54 | 2.63 | 2.69 | 5.90 | 3.78 | 3.68 | 3.20 | 2.05 | 2.57 | 3.57 | 3.52 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS C) |
0.43%
Apr 2021 – Apr 2024 |
2.28%
Sep 2017 – Sep 2022 |
4.45%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS C) |
11.74%
Sep 2022 – Sep 2025 |
8.10%
Dec 2016 – Dec 2021 |
6.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart