Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS A) | 10.34% | 25.46% | 19.31% | 9.74% | 11.94% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS A) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 25.46 | 19.31 | 9.74 | 11.94 | NA | NA | … | … | 10.34 | 20.36 | 15.28 | 21.14 | -19.92 | 16.90 | 18.94 | 24.60 | -5.93 | 22.20 | 8.00 | -2.73 |
| Sharpe Ratio | NA | 2.02 | 1.26 | 0.49 | 0.68 | NA | NA | … | … | 1.76 | 1.14 | 1.03 | 1.56 | -1.02 | 1.43 | 0.68 | 2.23 | -0.54 | 3.82 | 0.65 | -0.28 |
| Standard Deviation(%) | NA | 12.09 | 13.16 | 14.76 | 15.20 | NA | NA | … | … | 14.62 | 15.45 | 11.34 | 11.28 | 20.96 | 11.81 | 27.47 | 10.38 | 13.70 | 5.67 | 12.07 | 13.04 |
| Draw Down(%) | NA | 9.83 | 15.52 | 27.49 | 29.42 | NA | NA | … | … | 9.83 | 15.52 | 7.10 | 10.06 | 26.73 | 5.33 | 29.42 | 5.39 | 16.31 | 1.88 | 10.06 | 11.65 |
| Yield(%) | 0.00 | 5.74 | 4.48 | 3.98 | 5.05 | 3.41 | 2.56 | … | … | 0.00 | 6.08 | 3.46 | 2.52 | 4.67 | 3.99 | 2.95 | 3.96 | 3.16 | 1.87 | 2.50 | 0.74 |
Data as of 06/03/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS A) |
2.80%
Apr 2021 – Apr 2024 |
4.74%
Sep 2017 – Sep 2022 |
8.66%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS A) |
21.01%
Sep 2022 – Sep 2025 |
15.19%
Oct 2016 – Oct 2021 |
12.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart