Nasdaq - Delayed Quote USD

American Funds 2025 Trgt Date Retire C (CCDTX)

15.37
+0.04
+(0.26%)
At close: 8:00:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.92%
5y Average Return 7.09%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 16, 2025) 16.47%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 16.47%
Worst 3Y Total Return 1.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCDTX
Category
YTD
2.03%
6.61%
1-Month
0.27%
0.92%
3-Month
-0.26%
4.66%
1-Year
9.71%
21.54%
3-Year
5.48%
10.23%
5-Year
6.47%
9.75%
10-Year
5.44%
7.82%
Last Bull Market
9.68%
16.61%
Last Bear Market
-9.62%
-14.25%

Annual Total Return (%) History

Year
CCDTX
Category
2025
--
--
2024
8.13%
--
2023
10.81%
--
2022
-13.68%
--
2021
10.24%
--
2020
12.52%
11.84%
2019
16.47%
18.25%
2018
-4.49%
-5.34%

2017
14.05%
14.67%
2016
6.19%
6.73%
2015
-0.96%
-1.59%
2014
--
5.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.76% -- -- --
2024 3.50% 0.74% 5.91% -2.09%
2023 3.41% 1.83% -3.17% 8.66%
2022 -5.07% -9.62% -5.84% 6.84%
2021 2.12% 4.02% -0.50% 4.31%
2020 -10.41% 11.70% 4.19% 7.91%
2019 7.52% 2.74% 0.15% 5.29%
2018 -0.53% 0.76% 1.96% -6.54%
2017 4.31% 2.60% 3.32% 3.14%
2016 1.49% 2.16% 2.62% -0.19%

2015 1.32% -0.24% -5.13% 3.29%
2014 3.72% -1.12% 1.50% --

Rank in Category (By Total Return)

YTD 12
1-Month 60
3-Month 19
1-Year 19
3-Year 67
5-Year 78

Load Adjusted Returns

1-Year 8.71%
3-Year 5.48%
5-Year 6.47%
10-Year 5.44%

Performance & Risk

YTD Return 3.92%
5y Average Return 7.09%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family American Funds
Net Assets 32.1B
YTD Return 2.03%
Yield 1.72%
Morningstar Rating
Inception Date Jul 13, 2009

Fund Summary

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes 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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