Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAPTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-1) | 4.91% | 13.53% | 11.76% | 5.68% | 7.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAPTX (AMERICAN FUNDS 2025 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 (%) | 0.06 | 13.53 | 11.76 | 5.68 | 7.80 | NA | NA | … | … | 4.91 | 6.68 | 8.89 | 11.63 | -13.11 | 11.03 | 13.39 | 17.30 | -3.77 | 14.96 | 6.89 | -0.18 | 5.11 |
| Sharpe Ratio | NA | 1.97 | 1.27 | 0.40 | 0.70 | NA | NA | … | … | 1.39 | 0.38 | 0.85 | 1.13 | -1.19 | 1.63 | 0.78 | 2.56 | -0.60 | 3.67 | 0.77 | -0.02 | 0.79 |
| Standard Deviation(%) | NA | 6.07 | 6.98 | 8.22 | 8.99 | NA | NA | … | … | 7.39 | 10.22 | 6.22 | 7.11 | 12.23 | 6.76 | 16.82 | 6.19 | 8.64 | 3.92 | 8.66 | 9.26 | 7.62 |
| Draw Down(%) | NA | 5.35 | 6.83 | 19.05 | 19.23 | NA | NA | … | … | 5.35 | 6.67 | 3.27 | 6.83 | 19.05 | 2.95 | 19.23 | 3.17 | 10.75 | 1.23 | 6.43 | 8.65 | 5.67 |
| Yield(%) | 0.00 | 7.47 | 5.75 | 4.82 | 5.18 | 4.07 | 3.06 | … | … | 0.00 | 7.87 | 5.43 | 3.30 | 3.32 | 6.57 | 3.96 | 4.18 | 3.75 | 2.69 | 3.45 | 5.58 | 3.88 |
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 |
|---|---|---|---|---|
| FAPTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-1) |
1.16%
Apr 2021 – Apr 2024 |
3.58%
Sep 2017 – Sep 2022 |
5.93%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAPTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-1) |
13.88%
Dec 2018 – Dec 2021 |
10.32%
Oct 2016 – Oct 2021 |
8.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart