Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-1) | 4.00% | 13.75% | 12.74% | 6.21% | 8.78% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-1) | 02/25/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 13.75 | 12.74 | 6.21 | 8.78 | NA | NA | … | … | 4.00 | 15.34 | 10.52 | 14.03 | -14.75 | 12.75 | 14.74 | 19.64 | -4.53 | 18.00 | 7.34 | 0.12 | 5.36 |
| Sharpe Ratio | NA | 1.95 | 1.26 | 0.42 | 0.69 | NA | NA | … | … | 1.41 | 1.37 | 0.93 | 1.31 | -1.12 | 1.57 | 0.72 | 2.43 | -0.57 | 3.71 | 0.69 | 0.01 | 0.73 |
| Standard Deviation(%) | NA | 7.22 | 8.30 | 9.75 | 10.69 | NA | NA | … | … | 8.68 | 9.14 | 7.41 | 7.99 | 14.51 | 8.08 | 19.92 | 7.49 | 10.42 | 4.70 | 10.40 | 11.18 | 8.64 |
| Draw Down(%) | NA | 6.13 | 8.75 | 21.02 | 22.34 | NA | NA | … | … | 6.13 | 8.75 | 3.70 | 7.66 | 20.93 | 3.51 | 22.34 | 3.90 | 12.78 | 1.51 | 8.41 | 10.40 | 6.57 |
| Yield(%) | 0.00 | 6.54 | 4.92 | 4.49 | 5.30 | 4.17 | 3.13 | … | … | 0.00 | 6.90 | 4.01 | 2.97 | 3.57 | 6.91 | 3.98 | 4.58 | 4.08 | 2.88 | 3.82 | 5.37 | 4.27 |
Data as of 06/05/2026, Common starting date is 02/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-1) |
1.68%
Apr 2021 – Apr 2024 |
4.06%
Sep 2017 – Sep 2022 |
6.84%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-1) |
15.67%
Dec 2018 – Dec 2021 |
11.91%
Oct 2016 – Oct 2021 |
9.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart