Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS C) | 9.80% | 24.22% | 18.34% | 8.90% | 11.11% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCJTX (AMERICAN FUNDS 2055 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 | 24.22 | 18.34 | 8.90 | 11.11 | NA | NA | … | … | 9.80 | 19.49 | 14.33 | 20.10 | -20.30 | 16.05 | 18.15 | 23.67 | -6.66 | 21.23 | 7.17 | -0.47 | 4.75 |
| Sharpe Ratio | NA | 1.94 | 1.20 | 0.43 | 0.63 | NA | NA | … | … | 1.67 | 1.09 | 0.95 | 1.48 | -1.05 | 1.36 | 0.65 | 2.15 | -0.59 | 3.63 | 0.58 | -0.04 | 0.60 |
| Standard Deviation(%) | NA | 11.89 | 13.04 | 14.66 | 15.13 | NA | NA | … | … | 14.43 | 15.24 | 11.31 | 11.22 | 20.86 | 11.79 | 27.39 | 10.34 | 13.70 | 5.69 | 12.01 | 12.65 | 9.35 |
| Draw Down(%) | NA | 9.81 | 15.44 | 27.83 | 29.39 | NA | NA | … | … | 9.81 | 15.44 | 7.02 | 10.16 | 27.06 | 5.33 | 29.39 | 5.44 | 16.89 | 1.99 | 10.22 | 11.90 | 7.33 |
| Yield(%) | 0.00 | 5.68 | 4.04 | 3.76 | 4.74 | 3.63 | 2.72 | … | … | 0.00 | 5.99 | 2.88 | 1.91 | 4.84 | 4.02 | 2.77 | 4.00 | 3.36 | 1.86 | 2.78 | 3.49 | 3.20 |
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 |
|---|---|---|---|---|
| CCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS C) |
2.09%
Apr 2021 – Apr 2024 |
3.77%
Mar 2015 – Mar 2020 |
7.79%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS C) |
20.05%
Sep 2022 – Sep 2025 |
14.35%
Oct 2016 – Oct 2021 |
11.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart