Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-1) | 5.35% | 14.57% | 12.50% | 4.07% | 7.03% | 7.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAETX (AMERICAN FUNDS 2030 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 (%) | 0.05 | 14.57 | 12.50 | 4.07 | 7.03 | 7.37 | NA | … | … | 5.35 | 14.48 | 9.68 | 13.22 | -17.54 | 5.93 | 11.43 | 18.73 | -5.28 | 17.16 | 6.46 | -0.64 | 5.86 | 24.22 | 15.22 | -2.88 | 13.05 | 29.92 | -35.65 | 9.98 |
| Sharpe Ratio | NA | 1.84 | 1.16 | 0.17 | 0.51 | NA | NA | … | … | 1.33 | 1.27 | 0.81 | 1.19 | -1.30 | 0.64 | 0.55 | 2.30 | -0.64 | 3.67 | 0.60 | -0.06 | 0.65 | 2.61 | 1.41 | -0.15 | 0.86 | 1.42 | -1.18 | 0.64 |
| Standard Deviation(%) | NA | 7.19 | 8.31 | 10.03 | 10.84 | NA | NA | … | … | 8.64 | 9.14 | 7.46 | 8.10 | 14.67 | 9.28 | 20.08 | 7.50 | 10.44 | 4.52 | 10.35 | 11.32 | 9.04 | 9.28 | 10.87 | 19.35 | 15.01 | 20.95 | 31.02 | 13.77 |
| Draw Down(%) | NA | 6.18 | 8.77 | 25.70 | 25.70 | NA | NA | … | … | 6.18 | 8.77 | 3.80 | 7.81 | 21.40 | 5.47 | 22.40 | 3.93 | 13.44 | 1.53 | 8.55 | 10.74 | 6.74 | 6.60 | 8.82 | 18.00 | 11.18 | 20.88 | 45.47 | 8.79 |
| Yield(%) | 0.00 | 5.79 | 4.12 | 2.31 | 2.99 | 3.63 | 3.04 | … | … | 0.00 | 6.09 | 3.24 | 2.24 | 0.81 | 0.28 | 0.83 | 3.69 | 3.30 | 1.87 | 2.82 | 4.48 | 3.38 | 1.71 | 2.43 | 1.62 | 2.61 | 2.16 | 2.67 | 1.03 |
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 |
|---|---|---|---|---|
| RAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-1) |
-7.21%
Jun 2007 – Jun 2010 |
-0.84%
May 2007 – May 2012 |
4.22%
Oct 2013 – Oct 2023 |
3.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-1) |
21.42%
Feb 2009 – Feb 2012 |
19.14%
Feb 2009 – Feb 2014 |
12.12%
Feb 2009 – Feb 2019 |
9.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart