Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAKTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-1) | 3.22% | 11.02% | 10.22% | 4.97% | 6.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAKTX (AMERICAN FUNDS 2015 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 (%) | -1.13 | 11.02 | 10.22 | 4.97 | 6.43 | NA | NA | … | … | 3.22 | 5.45 | 7.99 | 9.17 | -10.54 | 9.96 | 9.50 | 14.57 | -3.12 | 10.79 | 7.19 | -0.92 | 5.15 |
| Sharpe Ratio | NA | 2.02 | 1.27 | 0.40 | 0.68 | NA | NA | … | … | 1.37 | 0.28 | 0.80 | 0.88 | -1.19 | 1.85 | 0.67 | 2.88 | -0.73 | 3.42 | 1.09 | -0.14 | 1.14 |
| Standard Deviation(%) | NA | 5.13 | 6.04 | 6.96 | 7.30 | NA | NA | … | … | 6.25 | 9.57 | 5.45 | 6.30 | 10.13 | 5.36 | 13.75 | 4.54 | 6.20 | 2.97 | 6.42 | 6.75 | 5.32 |
| Draw Down(%) | NA | 4.70 | 5.84 | 16.24 | 16.68 | NA | NA | … | … | 4.70 | 6.86 | 2.80 | 5.84 | 16.24 | 2.38 | 16.68 | 2.20 | 8.09 | 0.96 | 4.28 | 7.06 | 3.85 |
| Yield(%) | 0.00 | 7.57 | 5.87 | 4.68 | 4.80 | 3.82 | 2.86 | … | … | 0.00 | 7.95 | 5.50 | 3.71 | 3.17 | 5.19 | 4.28 | 4.48 | 3.97 | 2.92 | 3.33 | 5.38 | 4.16 |
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 |
|---|---|---|---|---|
| FAKTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-1) |
1.05%
Apr 2021 – Apr 2024 |
2.80%
Sep 2017 – Sep 2022 |
4.80%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAKTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-1) |
11.70%
Sep 2022 – Sep 2025 |
8.17%
Dec 2016 – Dec 2021 |
7.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart