Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-3) | 6.75% | 18.31% | 15.54% | 8.05% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-3) | 02/03/2017 | 06/03/2026 |
| 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 (%) | 0.22 | 18.31 | 15.54 | 8.05 | NA | NA | NA | … | … | 6.75 | 10.86 | 12.73 | 16.91 | -16.24 | 15.59 | 17.63 | 24.93 | -5.15 | 17.10 |
| Sharpe Ratio | NA | 2.01 | 1.33 | 0.48 | NA | NA | NA | … | … | 1.57 | 0.66 | 1.06 | 1.46 | -1.04 | 1.57 | 0.71 | 2.56 | -0.53 | 3.44 |
| Standard Deviation(%) | NA | 8.45 | 9.64 | 11.45 | NA | NA | NA | … | … | 10.11 | 12.39 | 8.60 | 9.18 | 17.08 | 9.93 | 24.39 | 9.15 | 12.47 | 5.34 |
| Draw Down(%) | NA | 6.97 | 10.56 | 23.08 | NA | NA | NA | … | … | 6.97 | 10.56 | 4.37 | 8.42 | 22.92 | 4.25 | 26.64 | 4.82 | 14.81 | 1.75 |
| Yield(%) | 0.00 | 6.56 | 5.44 | 4.83 | 5.66 | 3.77 | 2.83 | … | … | 0.00 | 6.93 | 4.97 | 3.32 | 4.57 | 6.12 | 4.29 | 6.88 | 4.62 | 3.04 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-3) |
2.69%
Apr 2021 – Apr 2024 |
5.48%
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 |
|---|---|---|---|---|
| FDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-3) |
19.32%
Dec 2018 – Dec 2021 |
12.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
