Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAOTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-1) | 4.63% | 12.98% | 11.29% | 5.54% | 7.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAOTX (AMERICAN FUNDS 2020 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 (%) | 0.07 | 12.98 | 11.29 | 5.54 | 7.05 | NA | NA | … | … | 4.63 | 5.94 | 8.66 | 10.04 | -11.34 | 10.23 | 10.60 | 15.26 | -3.06 | 12.37 | 6.78 | -0.24 | 5.25 |
| Sharpe Ratio | NA | 2.00 | 1.27 | 0.42 | 0.70 | NA | NA | … | … | 1.38 | 0.31 | 0.85 | 0.98 | -1.18 | 1.79 | 0.72 | 2.80 | -0.63 | 3.55 | 0.90 | -0.03 | 1.00 |
| Standard Deviation(%) | NA | 5.70 | 6.61 | 7.50 | 7.81 | NA | NA | … | … | 6.93 | 10.26 | 5.92 | 6.60 | 10.86 | 5.70 | 14.24 | 4.92 | 7.03 | 3.31 | 7.26 | 7.84 | 6.16 |
| Draw Down(%) | NA | 5.09 | 6.32 | 17.16 | 17.16 | NA | NA | … | … | 5.09 | 7.06 | 3.08 | 6.32 | 17.16 | 2.56 | 17.14 | 2.41 | 8.81 | 0.97 | 5.09 | 7.63 | 4.52 |
| Yield(%) | 0.00 | 7.85 | 5.90 | 4.92 | 5.07 | 3.96 | 2.97 | … | … | 0.00 | 8.27 | 5.37 | 3.47 | 3.36 | 6.55 | 4.49 | 4.41 | 3.87 | 2.80 | 3.27 | 4.04 | 3.85 |
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 |
|---|---|---|---|---|
| FAOTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-1) |
1.16%
Apr 2021 – Apr 2024 |
3.03%
Sep 2017 – Sep 2022 |
5.22%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAOTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-1) |
12.52%
Sep 2022 – Sep 2025 |
8.88%
Dec 2016 – Dec 2021 |
7.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart