Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A) | 2.94% | 10.43% | 9.83% | 4.19% | 5.62% | 5.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | 10.43 | 9.83 | 4.19 | 5.62 | 5.85 | NA | … | … | 2.94 | 12.73 | 7.83 | 8.43 | -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 | 1.97 | 1.25 | 0.29 | 0.62 | NA | NA | … | … | 1.29 | 1.67 | 0.80 | 0.80 | -1.26 | 1.27 | 0.58 | 2.97 | -0.77 | 3.44 | 1.14 | -0.18 | 1.30 | 2.23 | 1.81 | 0.34 | 1.21 | 1.55 | -1.22 | 0.37 |
| Standard Deviation(%) | NA | 4.80 | 5.75 | 6.56 | 6.72 | NA | NA | … | … | 5.72 | 5.92 | 5.27 | 6.03 | 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 | 4.42 | 5.57 | 16.37 | 16.37 | NA | NA | … | … | 4.42 | 5.00 | 2.76 | 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 | 6.87 | 5.52 | 3.69 | 3.81 | 4.35 | 3.64 | … | … | 0.00 | 7.22 | 5.31 | 3.68 | 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 |
Data as of 06/05/2026, Common starting date is 02/26/2007
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 |
7.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart