Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-1) | 9.90% | 23.98% | 18.87% | 9.42% | 11.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-1) | 02/25/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 23.98 | 18.87 | 9.42 | 11.81 | NA | NA | … | … | 9.90 | 14.29 | 15.01 | 20.33 | -19.15 | 16.89 | 19.03 | 24.62 | -5.95 | 22.16 | 7.97 | 0.29 | 5.41 |
| Sharpe Ratio | NA | 2.00 | 1.27 | 0.49 | 0.69 | NA | NA | … | … | 1.72 | 0.73 | 1.04 | 1.53 | -1.01 | 1.45 | 0.68 | 2.24 | -0.54 | 3.78 | 0.64 | 0.02 | 0.68 |
| Standard Deviation(%) | NA | 11.54 | 12.68 | 14.35 | 14.97 | NA | NA | … | … | 13.96 | 15.89 | 10.97 | 11.03 | 20.54 | 11.66 | 27.35 | 10.32 | 13.67 | 5.72 | 12.03 | 12.60 | 9.34 |
| Draw Down(%) | NA | 9.46 | 14.92 | 26.72 | 29.32 | NA | NA | … | … | 9.46 | 14.92 | 6.70 | 9.89 | 26.15 | 5.20 | 29.32 | 5.39 | 16.29 | 1.95 | 10.09 | 11.62 | 7.20 |
| Yield(%) | 0.00 | 6.21 | 4.83 | 4.39 | 5.75 | 4.45 | 3.34 | … | … | 0.00 | 6.61 | 3.73 | 2.75 | 5.33 | 4.89 | 3.62 | 5.01 | 4.30 | 2.85 | 3.90 | 4.67 | 4.07 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-1) |
2.88%
Apr 2021 – Apr 2024 |
4.52%
Mar 2015 – Mar 2020 |
8.60%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-1) |
20.61%
Sep 2022 – Sep 2025 |
15.16%
Oct 2016 – Oct 2021 |
12.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart