Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-1) | 4.13% | 12.31% | 10.46% | 3.52% | 5.40% | 5.77% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-1) | 02/27/2007 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 12.31 | 10.46 | 3.52 | 5.40 | 5.77 | NA | … | … | 4.13 | 13.05 | 7.89 | 9.29 | -13.28 | 4.21 | 7.60 | 14.37 | -3.81 | 11.55 | 5.96 | -1.02 | 5.61 | 17.26 | 11.79 | 0.06 | 10.01 | 25.87 | -32.94 | 9.22 |
| Sharpe Ratio | NA | 1.84 | 1.15 | 0.14 | 0.48 | NA | NA | … | … | 1.26 | 1.45 | 0.72 | 0.85 | -1.35 | 0.59 | 0.51 | 2.59 | -0.74 | 3.42 | 0.79 | -0.13 | 0.87 | 2.34 | 1.42 | 0.00 | 0.87 | 1.39 | -1.19 | 0.63 |
| Standard Deviation(%) | NA | 5.71 | 6.63 | 7.79 | 7.96 | NA | NA | … | … | 6.86 | 7.04 | 5.95 | 6.69 | 10.96 | 7.08 | 14.32 | 4.97 | 7.00 | 3.20 | 7.26 | 8.03 | 6.40 | 7.37 | 8.33 | 14.53 | 11.38 | 18.49 | 28.35 | 12.69 |
| Draw Down(%) | NA | 5.10 | 6.50 | 21.29 | 21.29 | NA | NA | … | … | 5.10 | 6.18 | 3.09 | 6.50 | 17.69 | 4.44 | 17.16 | 2.51 | 9.41 | 1.08 | 5.12 | 7.96 | 4.60 | 5.66 | 6.43 | 12.98 | 9.32 | 19.46 | 42.50 | 8.04 |
| Yield(%) | 0.00 | 7.14 | 5.11 | 2.98 | 3.17 | 3.47 | 2.90 | … | … | 0.00 | 7.48 | 4.60 | 2.64 | 1.33 | 0.32 | 1.53 | 3.56 | 3.08 | 1.84 | 2.32 | 3.20 | 2.84 | 1.85 | 2.31 | 2.16 | 2.94 | 2.45 | 3.21 | 1.11 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-1) |
-6.55%
Jun 2007 – Jun 2010 |
-0.75%
May 2007 – May 2012 |
3.03%
Oct 2013 – Oct 2023 |
2.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-1) |
18.89%
Feb 2009 – Feb 2012 |
16.08%
Feb 2009 – Feb 2014 |
9.99%
Feb 2009 – Feb 2019 |
7.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart