Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-1) | 3.51% | 10.38% | 9.27% | 3.55% | 4.89% | 5.09% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-1) | 02/27/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.38 | 9.27 | 3.55 | 4.89 | 5.09 | NA | … | … | 3.51 | 11.88 | 6.94 | 7.58 | -11.02 | 5.81 | 6.73 | 12.61 | -3.68 | 9.19 | 6.31 | -1.97 | 5.54 | 11.20 | 9.34 | 2.62 | 8.82 | 22.46 | -28.03 | 7.44 |
| Sharpe Ratio | NA | 1.84 | 1.11 | 0.17 | 0.50 | NA | NA | … | … | 1.20 | 1.52 | 0.63 | 0.65 | -1.34 | 1.13 | 0.53 | 2.79 | -0.93 | 3.13 | 1.00 | -0.30 | 1.13 | 2.07 | 1.69 | 0.27 | 1.14 | 1.49 | -1.25 | 0.55 |
| Standard Deviation(%) | NA | 4.74 | 5.74 | 6.56 | 6.71 | NA | NA | … | … | 5.61 | 5.93 | 5.31 | 6.06 | 9.36 | 5.12 | 12.29 | 3.99 | 5.48 | 2.74 | 6.12 | 6.75 | 4.88 | 5.40 | 5.53 | 9.50 | 7.68 | 14.97 | 23.21 | 10.54 |
| Draw Down(%) | NA | 4.50 | 5.77 | 16.98 | 16.98 | NA | NA | … | … | 4.50 | 5.10 | 2.85 | 5.77 | 15.53 | 2.31 | 15.11 | 1.97 | 8.05 | 0.96 | 4.02 | 7.20 | 3.65 | 4.90 | 4.22 | 8.26 | 6.15 | 16.87 | 36.95 | 6.86 |
| Yield(%) | 0.00 | 5.89 | 4.65 | 2.96 | 2.91 | 3.44 | 2.93 | … | … | 0.00 | 6.18 | 4.50 | 2.93 | 1.62 | 0.81 | 1.84 | 2.82 | 2.55 | 1.58 | 1.89 | 3.59 | 3.99 | 4.84 | 3.16 | 4.04 | 3.21 | 2.68 | 3.43 | 1.38 |
Data as of 06/04/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-1) |
-4.41%
Jun 2007 – Jun 2010 |
0.27%
May 2007 – May 2012 |
2.75%
Oct 2013 – Oct 2023 |
2.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-1) |
17.04%
Feb 2009 – Feb 2012 |
13.65%
Feb 2009 – Feb 2014 |
8.47%
Feb 2009 – Feb 2019 |
6.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart