Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A) | 4.14% | 3.51% | 3.67% | 4.05% | 3.98% | 5.50% | NA | 4.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 02/26/2007.
AR inception is since 02/26/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 3.51 | 3.67 | 4.05 | 3.98 | 5.50 | NA | 4.31 | 4.14 | 2.56 | 7.65 | -10.33 | 6.59 | 7.41 | 13.53 | -2.86 | 9.97 | 7.20 | -1.20 | 6.34 | 12.18 | 10.14 | 3.35 | 9.49 | 23.34 | -27.45 | 5.88 |
| Sharpe Ratio | NA | -0.38 | -0.11 | 0.17 | 0.31 | NA | NA | 0.32 | 0.68 | -0.56 | 0.57 | -1.25 | 1.27 | 0.58 | 2.98 | -0.75 | 3.45 | 1.14 | -0.18 | 1.30 | 2.23 | 1.82 | 0.34 | 1.21 | 1.55 | -1.22 | 0.38 |
| Standard Deviation(%) | NA | 8.04 | 7.71 | 7.22 | 7.09 | NA | NA | 9.44 | 8.15 | 7.19 | 6.05 | 9.38 | 5.16 | 12.28 | 4.06 | 5.55 | 2.72 | 6.11 | 6.75 | 4.87 | 5.45 | 5.61 | 9.65 | 7.78 | 15.00 | 23.22 | 10.70 |
| Draw Down(%) | NA | 8.36 | 10.03 | 16.37 | 16.37 | NA | NA | 40.44 | 5.00 | 6.75 | 5.57 | 14.99 | 2.22 | 15.13 | 1.97 | 7.41 | 0.93 | 4.00 | 6.87 | 3.62 | 4.87 | 4.10 | 8.01 | 6.01 | 16.76 | 36.50 | 6.75 |
| Yield(%) | 0.00 | 0.00 | 1.71 | 1.94 | 2.67 | 3.81 | 2.89 | 3.21 | 0.00 | 0.00 | 2.93 | 2.18 | 1.60 | 2.51 | 3.83 | 3.53 | 2.69 | 2.80 | 4.35 | 4.70 | 5.60 | 4.08 | 4.77 | 3.90 | 3.27 | 4.12 | 1.83 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A) |
-3.73%
Jun 2007 - Jun 2010 |
0.98%
May 2007 - May 2012 |
3.55%
Oct 2013 - Oct 2023 |
3.37%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A) |
17.88%
Feb 2009 - Feb 2012 |
14.50%
Feb 2009 - Feb 2014 |
9.31%
Feb 2009 - Feb 2019 |
7.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart