Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS C) | 9.98% | 24.55% | 18.44% | 8.93% | 11.10% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS C) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 24.55 | 18.44 | 8.93 | 11.10 | NA | NA | … | … | 9.98 | 19.49 | 14.38 | 20.36 | -20.52 | 16.03 | 18.11 | 23.67 | -6.70 | 21.27 | 7.15 | -3.23 |
| Sharpe Ratio | NA | 1.95 | 1.20 | 0.43 | 0.63 | NA | NA | … | … | 1.69 | 1.09 | 0.95 | 1.49 | -1.05 | 1.35 | 0.65 | 2.13 | -0.59 | 3.63 | 0.57 | -0.33 |
| Standard Deviation(%) | NA | 12.04 | 13.13 | 14.76 | 15.20 | NA | NA | … | … | 14.61 | 15.36 | 11.35 | 11.28 | 21.00 | 11.86 | 27.43 | 10.41 | 13.73 | 5.71 | 12.15 | 13.01 |
| Draw Down(%) | NA | 9.92 | 15.62 | 28.04 | 29.37 | NA | NA | … | … | 9.92 | 15.62 | 7.16 | 10.21 | 27.23 | 5.38 | 29.37 | 5.47 | 16.84 | 1.98 | 10.19 | 11.85 |
| Yield(%) | 0.00 | 5.27 | 3.78 | 3.42 | 4.19 | 2.80 | 2.10 | … | … | 0.00 | 5.56 | 2.71 | 1.78 | 4.33 | 3.26 | 2.32 | 3.27 | 2.55 | 1.21 | 2.05 | 0.44 |
Data as of 06/03/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS C) |
2.07%
Apr 2021 – Apr 2024 |
3.98%
Sep 2017 – Sep 2022 |
7.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS C) |
20.09%
Sep 2022 – Sep 2025 |
14.33%
Oct 2016 – Oct 2021 |
11.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart