Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS C) | 5.21% | 14.86% | 12.48% | 5.88% | 8.20% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCETX (AMERICAN FUNDS 2030 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 (%) | 0.21 | 14.86 | 12.48 | 5.88 | 8.20 | NA | NA | … | … | 5.21 | 14.49 | 9.71 | 13.28 | -15.37 | 11.98 | 13.92 | 18.75 | -5.24 | 17.19 | 6.46 | -0.53 | 4.74 |
| Sharpe Ratio | NA | 1.84 | 1.16 | 0.35 | 0.62 | NA | NA | … | … | 1.34 | 1.28 | 0.82 | 1.21 | -1.17 | 1.47 | 0.68 | 2.30 | -0.64 | 3.56 | 0.60 | -0.05 | 0.64 |
| Standard Deviation(%) | NA | 7.22 | 8.32 | 9.75 | 10.70 | NA | NA | … | … | 8.65 | 9.13 | 7.47 | 8.03 | 14.45 | 8.12 | 19.95 | 7.50 | 10.45 | 4.67 | 10.40 | 11.20 | 8.64 |
| Draw Down(%) | NA | 6.17 | 8.82 | 21.52 | 22.40 | NA | NA | … | … | 6.17 | 8.82 | 3.76 | 7.86 | 21.41 | 3.57 | 22.40 | 3.88 | 13.42 | 1.53 | 8.54 | 10.69 | 6.67 |
| Yield(%) | 0.00 | 5.90 | 4.16 | 3.89 | 4.48 | 3.53 | 2.65 | … | … | 0.00 | 6.19 | 3.24 | 2.23 | 3.00 | 6.27 | 3.27 | 3.87 | 3.45 | 2.12 | 3.07 | 4.89 | 3.97 |
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 |
|---|---|---|---|---|
| CCETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS C) |
0.96%
Apr 2021 – Apr 2024 |
3.32%
Sep 2017 – Sep 2022 |
6.07%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS C) |
14.85%
Dec 2018 – Dec 2021 |
11.09%
Oct 2016 – Oct 2021 |
8.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart