Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

American Funds 2015 Trgt Date Retire C (CCBTX)

12.09
-0.03
(-0.25%)
As of 8:05:13 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.08%
5y Average Return 5.39%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 16, 2025) 13.65%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 13.65%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCBTX
Category
YTD
2.24%
5.24%
1-Month
-1.04%
0.74%
3-Month
2.24%
3.92%
1-Year
6.81%
17.09%
3-Year
3.19%
9.13%
5-Year
6.58%
8.26%
10-Year
4.55%
6.90%
Last Bull Market
9.18%
13.45%
Last Bear Market
-7.99%
-10.49%

Annual Total Return (%) History

Year
CCBTX
Category
2025
--
--
2024
7.32%
--
2023
8.39%
--
2022
-11.20%
--
2021
9.10%
--
2020
8.76%
10.75%
2019
13.65%
15.45%
2018
-3.78%
-3.86%

2017
9.99%
11.29%
2016
6.42%
6.12%
2015
-1.79%
-1.34%
2014
--
4.48%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.24% -- -- --
2024 2.72% 0.66% 6.01% -2.10%
2023 2.61% 0.88% -2.78% 7.72%
2022 -3.88% -7.99% -5.61% 6.38%
2021 2.11% 3.42% -0.54% 3.87%
2020 -8.88% 8.72% 3.19% 6.40%
2019 6.20% 2.39% 0.60% 3.90%
2018 -1.22% 0.35% 1.58% -4.44%
2017 3.10% 1.82% 2.51% 2.20%
2016 2.44% 2.48% 1.68% -0.31%

2015 0.91% -0.81% -3.83% 2.03%
2014 3.29% -0.80% 1.49% --

Rank in Category (By Total Return)

YTD 4
1-Month 18
3-Month 4
1-Year 3
3-Year 48
5-Year 54

Load Adjusted Returns

1-Year 5.81%
3-Year 3.19%
5-Year 6.58%
10-Year 4.55%

Performance & Risk

YTD Return 0.08%
5y Average Return 5.39%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family American Funds
Net Assets 4.8B
YTD Return 2.24%
Yield 1.98%
Morningstar Rating
Inception Date Feb 01, 2007

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-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Related Tickers