Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCLTX (American Funds 2065 Target Date Retirement Fund Class C) | 6.83% | 20.55% | 17.30% | 8.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCLTX (American Funds 2065 Target Date Retirement Fund Class C) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.17 | 20.55 | 17.30 | 8.12 | NA | NA | NA | … | … | 6.83 | 19.48 | 14.43 | 20.20 | -20.49 | 16.06 | 43.06 |
| Sharpe Ratio | NA | 1.95 | 1.19 | 0.43 | NA | NA | NA | … | … | 1.69 | 1.08 | 0.95 | 1.48 | -1.05 | 1.36 | 3.37 |
| Standard Deviation(%) | NA | 12.03 | 13.17 | 14.77 | NA | NA | NA | … | … | 14.59 | 15.43 | 11.41 | 11.25 | 20.97 | 11.83 | 17.80 |
| Draw Down(%) | NA | 9.87 | 15.61 | 28.01 | NA | NA | NA | … | … | 9.87 | 15.61 | 7.17 | 10.22 | 27.18 | 5.32 | 6.68 |
| Yield(%) | 0.00 | 4.23 | 3.06 | 2.32 | 1.88 | 1.25 | 0.94 | … | … | 0.00 | 4.48 | 2.20 | 1.41 | 2.46 | 1.07 | 0.65 |
Data as of 06/05/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLTX (American Funds 2065 Target Date Retirement Fund Class C) |
2.03%
Apr 2021 – Apr 2024 |
7.05%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLTX (American Funds 2065 Target Date Retirement Fund Class C) |
20.08%
Sep 2022 – Sep 2025 |
11.64%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart