Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS A) | 11.40% | 15.37% | 12.61% | 8.02% | 8.45% | 9.84% | NA | 7.52% |
Data as of 07/22/2025, AR inception is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 07/22/2025 |
| 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 (%) | 0.69 | 15.37 | 12.61 | 8.02 | 8.45 | 9.84 | NA | 7.52 | 11.40 | 14.82 | 18.45 | -22.95 | 12.41 | 15.89 | 24.35 | -5.93 | 22.01 | 7.91 | 0.35 | 6.72 | 26.23 | 16.35 | -2.70 | 12.66 | 31.55 | -35.56 | 7.77 |
| Sharpe Ratio | NA | 0.81 | 0.73 | 0.43 | 0.46 | NA | NA | 0.39 | 1.08 | 0.77 | 1.31 | -1.18 | 1.06 | 0.58 | 2.26 | -0.54 | 3.88 | 0.64 | 0.03 | 0.69 | 2.73 | 1.46 | -0.14 | 0.81 | 1.45 | -1.15 | 0.44 |
| Standard Deviation(%) | NA | 15.24 | 14.13 | 14.52 | 15.01 | NA | NA | 16.37 | 17.52 | 10.73 | 10.90 | 20.71 | 11.74 | 26.92 | 10.14 | 13.45 | 5.53 | 12.03 | 12.64 | 9.77 | 9.58 | 11.27 | 20.08 | 15.51 | 21.65 | 31.72 | 14.34 |
| Draw Down(%) | NA | 14.49 | 14.49 | 28.63 | 28.92 | NA | NA | 50.04 | 14.49 | 6.50 | 9.74 | 25.42 | 5.01 | 28.92 | 5.25 | 16.12 | 1.90 | 10.07 | 11.64 | 7.21 | 6.56 | 9.03 | 18.58 | 12.53 | 21.31 | 45.59 | 8.84 |
| Yield(%) | 0.00 | 3.38 | 2.14 | 1.64 | 3.08 | 4.39 | 3.05 | 3.39 | 0.00 | 3.78 | 1.61 | 0.66 | 0.81 | 0.81 | 5.05 | 4.31 | 2.76 | 3.70 | 4.55 | 3.67 | 2.31 | 2.85 | 1.98 | 3.03 | 2.59 | 2.73 | 1.35 |
Data as of 07/22/2025, AR inception is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS A) |
-7.01%
Jun 2007 - Jun 2010 |
-0.43%
May 2007 - May 2012 |
5.85%
May 2007 - May 2017 |
5.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS A) |
22.04%
Feb 2009 - Feb 2012 |
20.06%
Feb 2009 - Feb 2014 |
13.52%
Feb 2009 - Feb 2019 |
11.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart