Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS C) | 4.46% | 12.97% | 10.95% | 5.01% | 7.05% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCDTX (AMERICAN FUNDS 2025 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 (%) | 0.12 | 12.97 | 10.95 | 5.01 | 7.05 | NA | NA | … | … | 4.46 | 13.35 | 8.14 | 10.81 | -13.68 | 10.29 | 12.52 | 16.48 | -4.49 | 14.05 | 6.20 | -0.96 | 4.45 |
| Sharpe Ratio | NA | 1.86 | 1.17 | 0.31 | 0.61 | NA | NA | … | … | 1.28 | 1.45 | 0.73 | 1.01 | -1.24 | 1.52 | 0.73 | 2.39 | -0.68 | 3.48 | 0.70 | -0.11 | 0.68 |
| Standard Deviation(%) | NA | 6.00 | 6.94 | 8.21 | 8.98 | NA | NA | … | … | 7.34 | 7.27 | 6.23 | 7.14 | 12.26 | 6.75 | 16.76 | 6.28 | 8.69 | 3.86 | 8.55 | 9.26 | 7.62 |
| Draw Down(%) | NA | 5.36 | 7.01 | 19.47 | 19.47 | NA | NA | … | … | 5.36 | 6.54 | 3.32 | 7.01 | 19.47 | 3.00 | 19.24 | 3.22 | 11.35 | 1.24 | 6.48 | 9.02 | 5.85 |
| Yield(%) | 0.00 | 6.81 | 4.98 | 4.20 | 4.38 | 3.45 | 2.59 | … | … | 0.00 | 7.13 | 4.62 | 2.53 | 2.69 | 5.90 | 3.22 | 3.48 | 3.10 | 1.95 | 2.72 | 5.15 | 3.55 |
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 |
|---|---|---|---|---|
| CCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS C) |
0.44%
Apr 2021 – Apr 2024 |
2.84%
Sep 2017 – Sep 2022 |
5.15%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS C) |
13.07%
Dec 2018 – Dec 2021 |
9.51%
Oct 2016 – Oct 2021 |
7.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart