Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-1) | 6.45% | 16.83% | 14.34% | 4.98% | 8.27% | 8.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFTX (AMERICAN FUNDS 2035 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 | 16.83 | 14.34 | 4.98 | 8.27 | 8.20 | NA | … | … | 6.45 | 15.85 | 11.56 | 15.68 | -20.45 | 9.34 | 13.32 | 21.88 | -6.20 | 19.76 | 6.80 | -0.57 | 5.81 | 24.56 | 15.37 | -3.14 | 12.37 | 30.23 | -36.02 | 10.26 |
| Sharpe Ratio | NA | 1.85 | 1.20 | 0.22 | 0.52 | NA | NA | … | … | 1.43 | 1.20 | 0.93 | 1.32 | -1.26 | 0.88 | 0.53 | 2.22 | -0.61 | 3.65 | 0.57 | -0.05 | 0.61 | 2.61 | 1.40 | -0.16 | 0.80 | 1.41 | -1.17 | 0.66 |
| Standard Deviation(%) | NA | 8.42 | 9.62 | 11.67 | 12.90 | NA | NA | … | … | 10.08 | 10.83 | 8.55 | 9.16 | 17.48 | 10.56 | 24.46 | 9.21 | 12.51 | 5.26 | 11.48 | 12.26 | 9.46 | 9.40 | 11.07 | 19.73 | 15.34 | 21.33 | 31.60 | 13.93 |
| Draw Down(%) | NA | 7.05 | 10.67 | 27.16 | 27.16 | NA | NA | … | … | 7.05 | 10.67 | 4.42 | 8.66 | 23.55 | 4.72 | 26.76 | 4.88 | 15.69 | 1.80 | 9.60 | 11.47 | 7.16 | 6.75 | 9.03 | 18.38 | 11.91 | 21.15 | 45.90 | 8.95 |
| Yield(%) | 0.00 | 5.64 | 4.38 | 2.37 | 3.22 | 3.81 | 3.16 | … | … | 0.00 | 5.95 | 3.95 | 2.29 | 0.55 | 0.16 | 0.50 | 4.19 | 3.63 | 1.86 | 2.89 | 4.73 | 2.99 | 1.53 | 2.31 | 1.52 | 2.64 | 2.29 | 2.73 | 1.21 |
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 |
|---|---|---|---|---|
| RAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-1) |
-7.54%
Jun 2007 – Jun 2010 |
-1.08%
May 2007 – May 2012 |
4.93%
Oct 2013 – Oct 2023 |
4.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-1) |
21.24%
Feb 2009 – Feb 2012 |
19.09%
Feb 2009 – Feb 2014 |
12.44%
Feb 2009 – Feb 2019 |
10.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart