Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DITFX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-3) | 10.03% | 24.40% | 19.29% | 9.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DITFX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-3) | 02/03/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 24.40 | 19.29 | 9.83 | NA | NA | NA | … | … | 10.03 | 14.42 | 15.45 | 20.80 | -18.89 | 17.34 | 19.52 | 24.98 | -5.63 | 18.30 |
| Sharpe Ratio | NA | 2.06 | 1.30 | 0.52 | NA | NA | NA | … | … | 1.76 | 0.74 | 1.08 | 1.56 | -0.99 | 1.48 | 0.70 | 2.28 | -0.51 | 3.43 |
| Standard Deviation(%) | NA | 11.50 | 12.69 | 14.34 | NA | NA | NA | … | … | 13.90 | 16.00 | 10.98 | 11.06 | 20.50 | 11.69 | 27.38 | 10.30 | 13.68 | 5.76 |
| Draw Down(%) | NA | 9.42 | 14.89 | 26.44 | NA | NA | NA | … | … | 9.42 | 14.89 | 6.66 | 9.83 | 25.87 | 5.18 | 29.33 | 5.40 | 16.07 | 1.87 |
| Yield(%) | 0.00 | 6.50 | 5.20 | 4.69 | 5.57 | 3.71 | 2.78 | … | … | 0.00 | 6.92 | 4.09 | 3.13 | 5.59 | 5.22 | 3.91 | 5.36 | 4.56 | 3.05 |
Data as of 06/04/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DITFX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-3) |
3.26%
Apr 2021 – Apr 2024 |
5.32%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DITFX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-3) |
21.05%
Sep 2022 – Sep 2025 |
13.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart