Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-3) | 8.77% | 22.06% | 18.12% | 9.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-3) | 02/03/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 22.06 | 18.12 | 9.33 | NA | NA | NA | … | … | 8.77 | 13.34 | 14.75 | 19.36 | -17.55 | 16.90 | 18.79 | 24.42 | -5.54 | 17.82 |
| Sharpe Ratio | NA | 2.05 | 1.32 | 0.52 | NA | NA | NA | … | … | 1.70 | 0.72 | 1.09 | 1.52 | -0.99 | 1.53 | 0.70 | 2.32 | -0.53 | 3.40 |
| Standard Deviation(%) | NA | 10.34 | 11.63 | 13.33 | NA | NA | NA | … | … | 12.34 | 14.82 | 10.21 | 10.42 | 19.29 | 11.02 | 26.36 | 9.89 | 13.15 | 5.64 |
| Draw Down(%) | NA | 8.39 | 13.49 | 24.84 | NA | NA | NA | … | … | 8.39 | 13.49 | 6.00 | 9.34 | 24.54 | 4.85 | 28.50 | 5.14 | 15.64 | 1.85 |
| Yield(%) | 0.00 | 6.60 | 5.31 | 4.80 | 5.61 | 3.74 | 2.81 | … | … | 0.00 | 7.03 | 4.26 | 3.28 | 5.20 | 5.86 | 4.04 | 5.48 | 4.72 | 3.11 |
Data as of 06/04/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-3) |
3.29%
Apr 2021 – Apr 2024 |
5.36%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-3) |
20.05%
Sep 2022 – Sep 2025 |
13.41%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart