Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS A) | 4.73% | 13.80% | 11.74% | 4.34% | 6.90% | 7.34% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 06/03/2026 |
| 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 (%) | 0.12 | 13.80 | 11.74 | 4.34 | 6.90 | 7.34 | NA | … | … | 4.73 | 14.20 | 8.97 | 11.57 | -14.58 | 5.63 | 11.20 | 17.37 | -3.74 | 14.95 | 6.95 | -0.26 | 6.36 | 23.33 | 15.21 | -1.30 | 12.24 | 29.44 | -34.75 | 7.46 |
| Sharpe Ratio | NA | 2.00 | 1.28 | 0.22 | 0.59 | NA | NA | … | … | 1.40 | 1.55 | 0.86 | 1.12 | -1.30 | 0.70 | 0.65 | 2.57 | -0.59 | 3.76 | 0.78 | -0.03 | 0.79 | 2.64 | 1.50 | -0.07 | 0.87 | 1.45 | -1.17 | 0.42 |
| Standard Deviation(%) | NA | 6.02 | 6.97 | 8.48 | 9.10 | NA | NA | … | … | 7.34 | 7.32 | 6.25 | 7.15 | 12.36 | 8.04 | 16.78 | 6.19 | 8.66 | 3.82 | 8.61 | 9.27 | 8.06 | 8.84 | 10.18 | 18.01 | 13.98 | 20.27 | 30.39 | 13.85 |
| Draw Down(%) | NA | 5.30 | 6.77 | 22.88 | 22.88 | NA | NA | … | … | 5.30 | 6.46 | 3.24 | 6.77 | 19.02 | 4.82 | 19.24 | 3.15 | 10.75 | 1.16 | 6.41 | 8.71 | 5.66 | 6.37 | 8.12 | 16.36 | 11.15 | 20.35 | 44.55 | 8.60 |
| Yield(%) | 0.00 | 7.47 | 5.73 | 3.52 | 4.04 | 4.70 | 3.79 | … | … | 0.00 | 7.85 | 5.40 | 3.31 | 1.80 | 1.14 | 1.82 | 4.17 | 3.73 | 2.66 | 3.26 | 5.49 | 3.72 | 2.51 | 3.10 | 2.51 | 2.89 | 2.99 | 3.39 | 1.43 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| AADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS A) |
-6.79%
Jun 2007 – Jun 2010 |
-0.33%
May 2007 – May 2012 |
4.45%
Oct 2013 – Oct 2023 |
4.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS A) |
21.20%
Feb 2009 – Feb 2012 |
18.94%
Feb 2009 – Feb 2014 |
12.04%
Feb 2009 – Feb 2019 |
9.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart