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American Funds 2020 Trgt Date Retire C (CCCTX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.10% |
| 5y Average Return | 5.30% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 14.35% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 14.35% |
| Worst 3Y Total Return | 1.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCCTX
Category
- YTD
- 8.16%
- 5.78%
- 1-Month
- -1.78%
- 0.81%
- 3-Month
- 1.62%
- 4.21%
- 1-Year
- 18.96%
- 18.91%
- 3-Year
- 1.85%
- 9.48%
- 5-Year
- 5.23%
- 8.82%
- 10-Year
- 4.90%
- 7.36%
- Last Bull Market
- 13.44%
- 14.92%
- Last Bear Market
- -8.57%
- -12.14%
Annual Total Return (%) History
Year
CCCTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.14% | 0.68% | 6.04% | -- |
| 2023 | 2.84% | 1.22% | -3.05% | 8.26% |
| 2022 | -4.21% | -8.57% | -5.79% | 6.70% |
| 2021 | 2.07% | 3.62% | -0.49% | 3.98% |
| 2020 | -9.09% | 9.48% | 3.46% | 6.68% |
| 2019 | 6.59% | 2.52% | 0.40% | 4.23% |
| 2018 | -0.89% | 0.65% | 1.70% | -5.17% |
| 2017 | 3.62% | 2.13% | 2.84% | 2.54% |
| 2016 | 1.83% | 2.15% | 2.11% | -0.27% |
| 2015 | 1.31% | -0.52% | -4.24% | 2.69% |
| 2014 | 3.51% | -0.93% | 1.43% | -- |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 21 |
| 3-Month | 2 |
| 1-Year | 54 |
| 3-Year | 16 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | 17.96% |
| 3-Year | 1.85% |
| 5-Year | 5.23% |
| 10-Year | 4.90% |
Performance & Risk
| YTD Return | 9.10% |
| 5y Average Return | 5.30% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | American Funds |
| Net Assets | 15.79B |
| YTD Return | 8.16% |
| Yield | 1.72% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
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