Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-1) | 3.30% | 11.48% | 10.52% | 3.22% | 5.92% | 6.49% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-1) | 02/27/2007 | 06/05/2026 |
| 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 (%) | -1.39 | 11.48 | 10.52 | 3.22 | 5.92 | 6.49 | NA | … | … | 3.30 | 13.30 | 8.13 | 10.77 | -15.24 | 4.64 | 10.35 | 16.49 | -4.48 | 13.95 | 6.15 | -0.97 | 5.46 | 22.37 | 14.32 | -2.04 | 11.79 | 28.36 | -35.18 | 9.74 |
| Sharpe Ratio | NA | 1.86 | 1.16 | 0.12 | 0.50 | NA | NA | … | … | 1.31 | 1.43 | 0.73 | 1.01 | -1.36 | 0.57 | 0.59 | 2.42 | -0.68 | 3.51 | 0.69 | -0.11 | 0.68 | 2.55 | 1.40 | -0.11 | 0.84 | 1.39 | -1.19 | 0.64 |
| Standard Deviation(%) | NA | 6.02 | 6.93 | 8.46 | 9.11 | NA | NA | … | … | 7.27 | 7.33 | 6.19 | 7.10 | 12.30 | 8.12 | 16.91 | 6.21 | 8.62 | 3.81 | 8.66 | 9.40 | 8.01 | 8.75 | 10.25 | 18.10 | 13.98 | 20.27 | 30.38 | 13.53 |
| Draw Down(%) | NA | 5.40 | 6.99 | 23.41 | 23.41 | NA | NA | … | … | 5.40 | 6.58 | 3.30 | 6.99 | 19.42 | 4.96 | 19.32 | 3.21 | 11.41 | 1.24 | 6.49 | 9.00 | 5.84 | 6.36 | 8.21 | 16.65 | 11.07 | 20.56 | 44.90 | 8.63 |
| Yield(%) | 0.00 | 6.64 | 4.92 | 2.79 | 3.14 | 3.69 | 3.04 | … | … | 0.00 | 6.97 | 4.62 | 2.52 | 1.10 | 0.30 | 1.13 | 3.36 | 3.03 | 1.86 | 2.50 | 4.68 | 2.96 | 1.66 | 2.35 | 1.81 | 2.59 | 2.46 | 2.93 | 1.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-1) |
-7.37%
Jun 2007 – Jun 2010 |
-1.02%
May 2007 – May 2012 |
3.62%
Oct 2013 – Oct 2023 |
3.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RADTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-1) |
20.43%
Feb 2009 – Feb 2012 |
18.12%
Feb 2009 – Feb 2014 |
11.21%
Feb 2009 – Feb 2019 |
8.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart