Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS A) | 9.77% | 14.15% | 9.86% | 5.83% | 6.90% | 8.45% | NA | 6.66% |
Data as of 07/25/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS A) | 02/27/2007 | 07/25/2025 |
| 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 (%) | 0.91 | 14.15 | 9.86 | 5.83 | 6.90 | 8.45 | NA | 6.66 | 9.77 | 6.57 | 13.28 | -16.91 | 6.88 | 12.32 | 19.66 | -4.57 | 18.11 | 7.30 | 0.17 | 6.67 | 25.18 | 16.11 | -2.16 | 12.69 | 31.07 | -35.19 | 10.60 |
| Sharpe Ratio | NA | 1.14 | 0.66 | 0.38 | 0.48 | NA | NA | 0.39 | 1.39 | 0.00 | 1.13 | -1.25 | 0.74 | 0.60 | 2.43 | -0.57 | 3.91 | 0.68 | 0.01 | 0.74 | 2.70 | 1.49 | -0.11 | 0.85 | 1.47 | -1.17 | 0.71 |
| Standard Deviation(%) | NA | 9.66 | 9.81 | 10.38 | 11.25 | NA | NA | 14.30 | 10.84 | 8.28 | 8.09 | 14.65 | 9.30 | 20.07 | 7.52 | 10.45 | 4.49 | 10.40 | 11.31 | 9.02 | 9.32 | 10.87 | 19.37 | 14.90 | 21.09 | 30.90 | 13.64 |
| Draw Down(%) | NA | 8.67 | 12.18 | 25.11 | 25.11 | NA | NA | 49.49 | 8.67 | 6.06 | 7.66 | 20.97 | 5.24 | 22.37 | 3.87 | 12.76 | 1.50 | 8.46 | 10.38 | 6.57 | 6.53 | 8.63 | 17.80 | 11.97 | 20.94 | 45.07 | 8.76 |
| Yield(%) | 0.00 | 3.74 | 2.65 | 2.08 | 3.29 | 4.48 | 3.25 | 3.62 | 0.00 | 4.00 | 2.20 | 1.46 | 1.04 | 1.51 | 4.54 | 4.05 | 2.83 | 3.62 | 5.25 | 4.14 | 2.56 | 3.30 | 2.31 | 2.17 | 2.77 | 3.10 | 1.45 |
Data as of 07/25/2025, AR inception is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS A) |
-6.82%
Jun 2007 - Jun 2010 |
-0.29%
May 2007 - May 2012 |
5.06%
Oct 2013 - Oct 2023 |
4.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS A) |
21.91%
Feb 2009 - Feb 2012 |
19.78%
Feb 2009 - Feb 2014 |
12.87%
Feb 2009 - Feb 2019 |
10.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart