Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AALTX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS A) | 9.72% | 24.25% | 18.84% | 7.49% | 10.54% | 9.93% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AALTX (AMERICAN FUNDS 2050 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 (%) | 0.43 | 24.25 | 18.84 | 7.49 | 10.54 | 9.93 | NA | … | … | 9.72 | 20.06 | 15.09 | 20.34 | -23.97 | 12.87 | 16.13 | 24.62 | -5.88 | 22.18 | 7.96 | 0.35 | 6.73 | 26.12 | 16.39 | -2.59 | 12.63 | 31.56 | -35.62 | 7.80 |
| Sharpe Ratio | NA | 2.02 | 1.27 | 0.34 | 0.60 | NA | NA | … | … | 1.73 | 1.16 | 1.04 | 1.53 | -1.20 | 1.08 | 0.58 | 2.26 | -0.53 | 3.83 | 0.64 | 0.03 | 0.69 | 2.72 | 1.46 | -0.13 | 0.81 | 1.46 | -1.15 | 0.43 |
| Standard Deviation(%) | NA | 11.49 | 12.68 | 14.60 | 15.10 | NA | NA | … | … | 13.93 | 14.84 | 10.98 | 11.00 | 21.25 | 11.92 | 27.41 | 10.25 | 13.70 | 5.65 | 12.04 | 12.62 | 9.68 | 9.60 | 11.25 | 20.10 | 15.48 | 21.55 | 31.76 | 14.31 |
| Draw Down(%) | NA | 9.45 | 14.93 | 29.24 | 29.30 | NA | NA | … | … | 9.45 | 14.93 | 6.69 | 9.91 | 26.10 | 5.16 | 29.30 | 5.41 | 16.33 | 1.94 | 10.14 | 11.60 | 7.20 | 6.60 | 9.00 | 18.53 | 12.49 | 21.24 | 45.63 | 8.84 |
| Yield(%) | 0.00 | 6.22 | 4.84 | 2.71 | 4.00 | 4.71 | 3.84 | … | … | 0.00 | 6.60 | 3.74 | 2.77 | 0.56 | 0.83 | 0.72 | 5.00 | 4.25 | 2.81 | 3.74 | 4.64 | 3.94 | 2.37 | 2.74 | 2.07 | 3.44 | 3.19 | 3.25 | 1.48 |
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 |
|---|---|---|---|---|
| AALTX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS A) |
-7.03%
Jun 2007 – Jun 2010 |
-0.44%
May 2007 – May 2012 |
5.86%
May 2007 – May 2017 |
5.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AALTX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS A) |
22.09%
Feb 2009 – Feb 2012 |
20.08%
Feb 2009 – Feb 2014 |
13.56%
Feb 2009 – Feb 2019 |
11.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart