Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS C) | 6.76% | 19.17% | 16.67% | 8.13% | 10.59% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS C) | 02/25/2014 | 06/08/2026 |
| 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 (%) | -2.55 | 19.17 | 16.67 | 8.13 | 10.59 | NA | NA | … | … | 6.76 | 19.14 | 13.98 | 18.80 | -19.00 | 15.95 | 17.93 | 23.38 | -6.59 | 21.09 | 7.09 | -0.57 | 4.79 |
| Sharpe Ratio | NA | 1.47 | 1.08 | 0.39 | 0.61 | NA | NA | … | … | 0.95 | 1.13 | 0.97 | 1.41 | -1.02 | 1.40 | 0.66 | 2.17 | -0.59 | 3.63 | 0.57 | -0.05 | 0.60 |
| Standard Deviation(%) | NA | 11.51 | 12.43 | 14.05 | 14.70 | NA | NA | … | … | 13.89 | 14.42 | 10.73 | 10.84 | 20.08 | 11.39 | 26.87 | 10.11 | 13.48 | 5.65 | 11.98 | 12.59 | 9.37 |
| Draw Down(%) | NA | 9.22 | 14.60 | 26.37 | 29.01 | NA | NA | … | … | 9.22 | 14.60 | 6.49 | 9.95 | 25.85 | 5.06 | 29.01 | 5.30 | 16.69 | 2.00 | 10.11 | 11.82 | 7.38 |
| Yield(%) | 0.00 | 5.58 | 4.10 | 3.84 | 4.85 | 3.77 | 2.83 | … | … | 0.00 | 5.95 | 3.02 | 2.13 | 4.64 | 4.51 | 3.00 | 4.36 | 3.69 | 2.04 | 3.15 | 4.20 | 3.47 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| CCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS C) |
2.26%
Apr 2021 – Apr 2024 |
3.74%
Mar 2015 – Mar 2020 |
7.76%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS C) |
19.46%
Sep 2022 – Sep 2025 |
14.11%
Oct 2016 – Oct 2021 |
11.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart