Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAUTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-1) | 8.61% | 21.64% | 17.69% | 8.94% | 11.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAUTX (AMERICAN FUNDS 2040 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 (%) | 0.04 | 21.64 | 17.69 | 8.94 | 11.35 | NA | NA | … | … | 8.61 | 13.19 | 14.35 | 18.95 | -17.83 | 16.44 | 18.35 | 23.96 | -5.88 | 21.63 | 7.73 | 0.24 | 5.30 |
| Sharpe Ratio | NA | 2.02 | 1.28 | 0.49 | 0.69 | NA | NA | … | … | 1.67 | 0.72 | 1.05 | 1.49 | -1.00 | 1.49 | 0.68 | 2.28 | -0.55 | 3.77 | 0.64 | 0.02 | 0.68 |
| Standard Deviation(%) | NA | 10.28 | 11.61 | 13.32 | 14.19 | NA | NA | … | … | 12.26 | 14.68 | 10.21 | 10.38 | 19.31 | 11.05 | 26.36 | 9.85 | 13.21 | 5.59 | 11.82 | 12.37 | 9.21 |
| Draw Down(%) | NA | 8.45 | 13.55 | 25.11 | 28.53 | NA | NA | … | … | 8.45 | 13.55 | 5.97 | 9.39 | 24.77 | 4.82 | 28.53 | 5.18 | 15.86 | 1.86 | 9.86 | 11.43 | 7.14 |
| Yield(%) | 0.00 | 6.31 | 4.95 | 4.50 | 5.79 | 4.48 | 3.36 | … | … | 0.00 | 6.71 | 3.91 | 2.91 | 4.93 | 5.53 | 3.75 | 5.14 | 4.44 | 2.94 | 3.97 | 4.94 | 4.07 |
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 |
|---|---|---|---|---|
| FAUTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-1) |
2.90%
Apr 2021 – Apr 2024 |
4.44%
Mar 2015 – Mar 2020 |
8.37%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAUTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-1) |
19.64%
Sep 2022 – Sep 2025 |
14.64%
Oct 2016 – Oct 2021 |
11.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart