Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS C) | 6.29% | 17.10% | 14.32% | 6.91% | 9.54% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCFTX (AMERICAN FUNDS 2035 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 (%) | 0.23 | 17.10 | 14.32 | 6.91 | 9.54 | NA | NA | … | … | 6.29 | 15.89 | 11.56 | 15.69 | -17.17 | 14.35 | 16.34 | 21.94 | -6.20 | 19.79 | 6.83 | -0.58 | 4.75 |
| Sharpe Ratio | NA | 1.85 | 1.19 | 0.38 | 0.62 | NA | NA | … | … | 1.43 | 1.20 | 0.92 | 1.33 | -1.09 | 1.44 | 0.66 | 2.20 | -0.61 | 3.62 | 0.58 | -0.05 | 0.61 |
| Standard Deviation(%) | NA | 8.46 | 9.65 | 11.47 | 12.80 | NA | NA | … | … | 10.15 | 10.84 | 8.61 | 9.13 | 17.12 | 9.94 | 24.43 | 9.29 | 12.45 | 5.30 | 11.48 | 12.11 | 9.11 |
| Draw Down(%) | NA | 7.03 | 10.63 | 23.85 | 26.70 | NA | NA | … | … | 7.03 | 10.63 | 4.44 | 8.60 | 23.56 | 4.28 | 26.70 | 4.86 | 15.62 | 1.79 | 9.60 | 11.50 | 7.19 |
| Yield(%) | 0.00 | 5.62 | 4.33 | 3.91 | 4.81 | 3.74 | 2.80 | … | … | 0.00 | 5.91 | 3.90 | 2.21 | 3.73 | 5.11 | 3.32 | 4.26 | 3.66 | 2.08 | 3.12 | 4.98 | 3.65 |
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 |
|---|---|---|---|---|
| CCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS C) |
1.59%
Apr 2021 – Apr 2024 |
3.74%
Mar 2015 – Mar 2020 |
7.07%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS C) |
17.50%
Dec 2018 – Dec 2021 |
12.99%
Oct 2016 – Oct 2021 |
10.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart