Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-1) | 9.34% | 22.63% | 17.75% | 6.48% | 9.52% | 9.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAHTX (AMERICAN FUNDS 2045 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 (%) | 0.08 | 22.63 | 17.75 | 6.48 | 9.52 | 9.07 | NA | … | … | 9.34 | 19.06 | 13.98 | 18.81 | -23.68 | 11.44 | 14.94 | 23.38 | -6.68 | 21.09 | 7.01 | -0.53 | 5.93 | 25.17 | 15.48 | -3.40 | 11.84 | 30.62 | -36.11 | 10.26 |
| Sharpe Ratio | NA | 1.94 | 1.21 | 0.29 | 0.54 | NA | NA | … | … | 1.65 | 1.13 | 0.97 | 1.41 | -1.22 | 0.97 | 0.54 | 2.18 | -0.60 | 3.67 | 0.57 | -0.04 | 0.61 | 2.61 | 1.38 | -0.17 | 0.76 | 1.41 | -1.17 | 0.66 |
| Standard Deviation(%) | NA | 11.21 | 12.37 | 14.25 | 14.80 | NA | NA | … | … | 13.54 | 14.43 | 10.73 | 10.81 | 20.71 | 11.76 | 26.95 | 10.06 | 13.46 | 5.59 | 12.00 | 12.65 | 9.74 | 9.63 | 11.25 | 20.07 | 15.46 | 21.69 | 31.62 | 13.96 |
| Draw Down(%) | NA | 9.26 | 14.60 | 29.21 | 29.21 | NA | NA | … | … | 9.26 | 14.60 | 6.51 | 9.87 | 25.86 | 5.06 | 28.97 | 5.30 | 16.72 | 1.94 | 10.15 | 11.83 | 7.39 | 6.65 | 9.14 | 18.80 | 12.58 | 21.41 | 46.00 | 8.95 |
| Yield(%) | 0.00 | 5.69 | 4.16 | 2.11 | 3.08 | 3.64 | 3.01 | … | … | 0.00 | 6.04 | 3.04 | 2.15 | 0.03 | 0.04 | 0.19 | 4.26 | 3.61 | 2.00 | 2.80 | 3.96 | 3.08 | 1.34 | 1.98 | 1.32 | 2.38 | 2.14 | 2.30 | 1.01 |
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 |
|---|---|---|---|---|
| RAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-1) |
-7.71%
Jun 2007 – Jun 2010 |
-1.18%
May 2007 – May 2012 |
5.03%
May 2007 – May 2017 |
4.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-1) |
21.14%
Feb 2009 – Feb 2012 |
19.15%
Feb 2009 – Feb 2014 |
12.64%
Feb 2009 – Feb 2019 |
10.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart