All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CCGTX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CCGTX real return snapshot: after CPI-U inflation, CCGTX returned +5.10% over the past year and +2.46% YTD, with dividends reinvested. Since Feb. 21, 2014, CCGTX is up +102.80% in real purchasing-power return, or +5.75%/yr, and is currently −4.48% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Fri 2014-02-21💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
CCGTX × 		+102.80%
+5.75%/yr 		+5.49%/yr
R2=0.849
American Funds 2040 Target Date Retirement Fund Class C Mutual Fund

Growth of $10,000 Summary

Fri 2014-02-21💬 to Fri 2026-10-16 Start
Value 		End
Value
CCGTX × 		$10,000.00
2014-02-21 		$20,279.76
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
CCGTX × 		+2.46% +5.10%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CCGTX × 		−4.48%
on 2026-10-16
from 2026-08-13 peak 		−30.65%
on 2022-10-14
from 2021-11-08 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
CCGTX × 		+5.10% +16.13%
+7.76%/yr 		+43.62%
+12.83%/yr 		+15.69%
+2.96%/yr 		+89.87%
+6.62%/yr

Annual Returns

Year CCGTX
2026 (YTD) +2.46%
2025 +15.20%
2024 +10.37%
2023 +14.28%
2022 −23.39%
2021 +8.00%
2020 +15.92%
2019 +20.28%
2018 −8.24%
2017 +18.11%
2016 +4.80%
2015 −1.25%
2014 +5.27%