Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F-1) | 9.64% | 23.56% | 18.61% | 9.40% | 11.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATTX (AMERICAN FUNDS 2045 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 | 23.56 | 18.61 | 9.40 | 11.72 | NA | NA | … | … | 9.64 | 19.99 | 14.82 | 19.67 | -18.43 | 16.75 | 18.81 | 24.26 | -5.93 | 22.01 | 7.84 | 0.27 | 5.47 |
| Sharpe Ratio | NA | 2.03 | 1.28 | 0.50 | 0.70 | NA | NA | … | … | 1.72 | 1.19 | 1.04 | 1.50 | -1.00 | 1.46 | 0.69 | 2.24 | -0.55 | 3.80 | 0.64 | 0.02 | 0.69 |
| Standard Deviation(%) | NA | 11.16 | 12.36 | 13.99 | 14.67 | NA | NA | … | … | 13.48 | 14.45 | 10.73 | 10.80 | 20.02 | 11.44 | 26.91 | 10.16 | 13.41 | 5.65 | 11.96 | 12.57 | 9.31 |
| Draw Down(%) | NA | 9.21 | 14.53 | 25.86 | 28.93 | NA | NA | … | … | 9.21 | 14.53 | 6.46 | 9.76 | 25.43 | 5.05 | 28.93 | 5.28 | 16.09 | 1.91 | 10.10 | 11.59 | 7.14 |
| Yield(%) | 0.00 | 6.25 | 4.89 | 4.45 | 5.78 | 4.46 | 3.34 | … | … | 0.00 | 6.65 | 3.79 | 2.86 | 5.15 | 5.19 | 3.67 | 5.07 | 4.36 | 2.82 | 3.87 | 4.56 | 3.76 |
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 |
|---|---|---|---|---|
| FATTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F-1) |
2.99%
Apr 2021 – Apr 2024 |
4.52%
Mar 2015 – Mar 2020 |
8.55%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F-1) |
20.31%
Sep 2022 – Sep 2025 |
14.95%
Oct 2016 – Oct 2021 |
12.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart