Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS C) | 9.41% | 23.39% | 17.99% | 8.79% | 11.06% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCITX (AMERICAN FUNDS 2050 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 (%) | 0.44 | 23.39 | 17.99 | 8.79 | 11.06 | NA | NA | … | … | 9.41 | 19.21 | 14.23 | 19.46 | -19.74 | 16.04 | 18.23 | 23.70 | -6.65 | 21.26 | 7.16 | -0.49 | 4.76 |
| Sharpe Ratio | NA | 1.93 | 1.20 | 0.44 | 0.64 | NA | NA | … | … | 1.65 | 1.10 | 0.97 | 1.45 | -1.04 | 1.37 | 0.65 | 2.16 | -0.59 | 3.61 | 0.58 | -0.04 | 0.60 |
| Standard Deviation(%) | NA | 11.53 | 12.68 | 14.34 | 14.97 | NA | NA | … | … | 13.96 | 14.85 | 10.97 | 11.03 | 20.50 | 11.69 | 27.36 | 10.30 | 13.67 | 5.73 | 12.03 | 12.65 | 9.26 |
| Draw Down(%) | NA | 9.54 | 14.99 | 27.21 | 29.36 | NA | NA | … | … | 9.54 | 14.99 | 6.70 | 10.05 | 26.52 | 5.21 | 29.36 | 5.47 | 16.86 | 1.98 | 10.18 | 11.86 | 7.37 |
| Yield(%) | 0.00 | 5.68 | 4.11 | 3.84 | 4.91 | 3.79 | 2.84 | … | … | 0.00 | 6.00 | 3.00 | 2.02 | 4.88 | 4.20 | 2.96 | 4.32 | 3.65 | 2.09 | 3.21 | 4.31 | 3.82 |
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 |
|---|---|---|---|---|
| CCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS C) |
2.16%
Apr 2021 – Apr 2024 |
3.77%
Mar 2015 – Mar 2020 |
7.81%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS C) |
19.75%
Sep 2022 – Sep 2025 |
14.34%
Oct 2016 – Oct 2021 |
11.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart