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Nasdaq - Delayed Quote USD

American Funds 2035 Trgt Date Retire C (CCFTX)

17.24
-0.12
(-0.69%)
At close: 8:00:12 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 21.94%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return -6.21%
5y Average Return 9.28%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CCFTXCategory AverageCCFTXCategory AverageCCFTXCategory Average
Alpha 0.77 -0.01 1.6 -0 0.66 -0.01
BETA 1.03 0.01 1.1 0.01 1.16 0.01
Mean Annual Return 0.45 0.01 0.95 0.01 0.65 0.01
R-squared 97.32 0.98 96.94 0.98 96.35 0.97
Standard Deviation 13.11 0.14 12.94 0.12 11.91 0.11
Sharpe Ratio 0.06 0.01 0.66 0.01 0.49 0.01
Treynor Ratio -0.02 0.09 7.53 0.09 4.63 0.07

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