Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS A) | 10.16% | 25.16% | 19.20% | 7.62% | 10.61% | 9.98% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS A) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 25.16 | 19.20 | 7.62 | 10.61 | 9.98 | NA | … | … | 10.16 | 20.37 | 15.16 | 21.03 | -24.55 | 12.97 | 16.29 | 24.63 | -5.96 | 22.19 | 7.99 | 0.30 | 6.72 | 26.13 | 16.43 | -2.60 | 15.70 |
| Sharpe Ratio | NA | 2.03 | 1.27 | 0.34 | 0.59 | NA | NA | … | … | 1.75 | 1.15 | 1.02 | 1.56 | -1.21 | 1.08 | 0.58 | 2.24 | -0.54 | 3.84 | 0.65 | 0.02 | 0.69 | 2.73 | 1.47 | -0.13 | 1.18 |
| Standard Deviation(%) | NA | 11.87 | 13.02 | 14.90 | 15.25 | NA | NA | … | … | 14.37 | 15.24 | 11.26 | 11.22 | 21.61 | 11.99 | 27.42 | 10.33 | 13.70 | 5.63 | 12.04 | 12.79 | 9.73 | 9.56 | 11.25 | 20.17 | 15.54 |
| Draw Down(%) | NA | 9.71 | 15.39 | 29.80 | 29.80 | NA | NA | … | … | 9.71 | 15.39 | 7.01 | 10.01 | 26.60 | 5.30 | 29.32 | 5.44 | 16.34 | 1.90 | 10.12 | 11.62 | 7.19 | 6.61 | 9.11 | 18.63 | 12.56 |
| Yield(%) | 0.00 | 6.13 | 4.72 | 2.61 | 3.84 | 4.51 | 4.11 | … | … | 0.00 | 6.49 | 3.62 | 2.64 | 0.44 | 0.75 | 0.72 | 4.70 | 3.98 | 2.59 | 3.39 | 3.92 | 3.39 | 2.46 | 2.64 | 2.84 | 2.19 |
Data as of 06/03/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS A) |
-0.39%
Apr 2021 – Apr 2024 |
3.04%
Dec 2017 – Dec 2022 |
6.08%
Oct 2013 – Oct 2023 |
8.72%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS A) |
20.09%
May 2023 – May 2026 |
14.69%
Oct 2016 – Oct 2021 |
12.92%
Sep 2011 – Sep 2021 |
10.33%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart