Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAQTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-1) | 4.74% | 15.58% | 14.46% | 7.15% | 10.08% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAQTX (AMERICAN FUNDS 2035 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 (%) | -2.03 | 15.58 | 14.46 | 7.15 | 10.08 | NA | NA | … | … | 4.74 | 10.75 | 12.40 | 16.47 | -16.54 | 15.16 | 17.15 | 22.80 | -5.51 | 20.64 | 7.67 | 0.17 | 5.39 |
| Sharpe Ratio | NA | 1.94 | 1.28 | 0.45 | 0.69 | NA | NA | … | … | 1.50 | 0.65 | 1.02 | 1.41 | -1.05 | 1.52 | 0.69 | 2.30 | -0.56 | 3.75 | 0.65 | 0.01 | 0.70 |
| Standard Deviation(%) | NA | 8.47 | 9.64 | 11.46 | 12.79 | NA | NA | … | … | 10.14 | 12.30 | 8.58 | 9.15 | 17.09 | 9.94 | 24.41 | 9.28 | 12.45 | 5.35 | 11.44 | 12.16 | 9.09 |
| Draw Down(%) | NA | 7.01 | 10.56 | 23.34 | 26.70 | NA | NA | … | … | 7.01 | 10.56 | 4.36 | 8.45 | 23.14 | 4.30 | 26.70 | 4.86 | 15.02 | 1.76 | 9.52 | 11.19 | 7.01 |
| Yield(%) | 0.00 | 6.25 | 5.08 | 4.50 | 5.67 | 4.40 | 3.30 | … | … | 0.00 | 6.60 | 4.62 | 2.97 | 4.28 | 5.79 | 4.00 | 5.00 | 4.31 | 2.85 | 3.93 | 5.39 | 3.82 |
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 |
|---|---|---|---|---|
| FAQTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-1) |
2.31%
Apr 2021 – Apr 2024 |
4.51%
Mar 2015 – Mar 2020 |
7.85%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAQTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-1) |
18.33%
Dec 2018 – Dec 2021 |
13.81%
Oct 2016 – Oct 2021 |
10.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart