Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS C) | 5.76% | 18.05% | 15.96% | 7.67% | 10.30% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCGTX (AMERICAN FUNDS 2040 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 (%) | -2.51 | 18.05 | 15.96 | 7.67 | 10.30 | NA | NA | … | … | 5.76 | 13.10 | 13.55 | 18.11 | -18.43 | 15.61 | 17.50 | 23.05 | -6.50 | 20.60 | 6.96 | -0.49 | 4.65 |
| Sharpe Ratio | NA | 1.93 | 1.21 | 0.43 | 0.64 | NA | NA | … | … | 1.59 | 0.72 | 0.97 | 1.40 | -1.03 | 1.41 | 0.65 | 2.18 | -0.60 | 3.60 | 0.57 | -0.04 | 0.59 |
| Standard Deviation(%) | NA | 10.28 | 11.61 | 13.31 | 14.18 | NA | NA | … | … | 12.31 | 14.47 | 10.19 | 10.40 | 19.28 | 11.02 | 26.38 | 9.88 | 13.14 | 5.57 | 11.84 | 12.41 | 9.25 |
| Draw Down(%) | NA | 8.48 | 13.63 | 25.58 | 28.59 | NA | NA | … | … | 8.48 | 13.63 | 6.04 | 9.56 | 25.16 | 4.86 | 28.59 | 5.19 | 16.40 | 1.96 | 9.93 | 11.73 | 7.31 |
| Yield(%) | 0.00 | 5.67 | 4.17 | 3.88 | 4.90 | 3.80 | 2.85 | … | … | 0.00 | 6.01 | 3.14 | 2.16 | 4.41 | 4.84 | 3.06 | 4.42 | 3.79 | 2.16 | 3.24 | 4.54 | 3.82 |
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 |
|---|---|---|---|---|
| CCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS C) |
2.18%
Apr 2021 – Apr 2024 |
3.69%
Mar 2015 – Mar 2020 |
7.58%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS C) |
18.78%
Sep 2022 – Sep 2025 |
13.82%
Oct 2016 – Oct 2021 |
11.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart