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American Funds 2055 Trgt Date Retire C (CCJTX)

26.57
+0.11
+(0.42%)
At close: May 16 at 8:00:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.44%
5y Average Return 11.70%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 16, 2025) 23.67%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 23.67%
Worst 3Y Total Return 2.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCJTX
Category
YTD
-1.18%
12.13%
1-Month
0.84%
1.09%
3-Month
-4.70%
6.61%
1-Year
9.15%
37.63%
3-Year
8.67%
13.82%
5-Year
10.31%
13.76%
10-Year
7.87%
10.29%
Last Bull Market
13.05%
19.35%
Last Bear Market
-15.31%
-17.99%

Annual Total Return (%) History

Year
CCJTX
Category
2025
--
--
2024
14.33%
--
2023
20.10%
--
2022
-20.31%
--
2021
16.01%
--
2020
18.14%
15.47%
2019
23.67%
24.91%
2018
-6.66%
-8.44%

2017
21.23%
21.08%
2016
7.17%
8.00%
2015
-0.47%
-1.71%
2014
--
5.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.00% -- -- --
2024 7.54% 1.55% 5.90% -1.14%
2023 6.06% 5.62% -3.89% 11.55%
2022 -8.07% -15.31% -5.73% 8.56%
2021 3.91% 6.40% -0.71% 5.68%
2020 -17.79% 18.89% 6.82% 13.15%
2019 11.15% 3.02% -0.47% 8.51%
2018 0.27% 1.61% 3.02% -11.08%
2017 6.31% 3.69% 4.85% 4.90%
2016 0.20% 2.15% 4.27% 0.42%

2015 2.00% 0.63% -7.48% 4.81%
2014 4.12% -1.32% 1.75% --

Rank in Category (By Total Return)

YTD 86
1-Month 8
3-Month 94
1-Year 74
3-Year 66
5-Year 98

Load Adjusted Returns

1-Year 8.15%
3-Year 8.67%
5-Year 10.31%
10-Year 7.87%

Performance & Risk

YTD Return 4.44%
5y Average Return 11.70%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 24.37B
YTD Return -1.18%
Yield 0.22%
Morningstar Rating
Inception Date Feb 01, 2010

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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