Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-1) | 2.85% | 10.17% | 9.42% | 3.24% | 4.98% | 5.33% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAJTX (AMERICAN FUNDS 2015 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 (%) | -1.14 | 10.17 | 9.42 | 3.24 | 4.98 | 5.33 | NA | … | … | 2.85 | 12.27 | 7.22 | 8.38 | -12.22 | 5.41 | 6.95 | 13.62 | -3.76 | 9.98 | 6.28 | -1.71 | 5.53 | 14.26 | 10.48 | 1.13 | 9.05 | 23.70 | -29.63 | 8.31 |
| Sharpe Ratio | NA | 1.84 | 1.14 | 0.15 | 0.48 | NA | NA | … | … | 1.23 | 1.51 | 0.66 | 0.76 | -1.35 | 0.89 | 0.49 | 2.71 | -0.84 | 3.25 | 0.96 | -0.25 | 0.99 | 2.20 | 1.48 | 0.09 | 0.93 | 1.43 | -1.22 | 0.62 |
| Standard Deviation(%) | NA | 5.15 | 6.03 | 7.06 | 7.33 | NA | NA | … | … | 6.22 | 6.25 | 5.46 | 6.25 | 10.16 | 6.04 | 13.73 | 4.49 | 6.15 | 2.88 | 6.34 | 6.90 | 5.59 | 6.47 | 7.11 | 12.19 | 9.61 | 16.50 | 24.99 | 11.08 |
| Draw Down(%) | NA | 4.75 | 6.08 | 19.15 | 19.15 | NA | NA | … | … | 4.75 | 5.47 | 2.91 | 6.08 | 16.76 | 2.95 | 16.67 | 2.23 | 8.75 | 0.98 | 4.32 | 7.35 | 3.93 | 5.30 | 5.36 | 10.56 | 7.85 | 17.93 | 38.81 | 7.10 |
| Yield(%) | 0.00 | 6.96 | 5.08 | 3.11 | 3.23 | 3.63 | 3.06 | … | … | 0.00 | 7.29 | 4.53 | 2.96 | 1.53 | 0.73 | 1.75 | 3.66 | 3.13 | 2.04 | 2.37 | 4.39 | 3.30 | 3.01 | 3.24 | 2.67 | 3.29 | 2.89 | 3.46 | 1.23 |
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 |
|---|---|---|---|---|
| RAJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-1) |
-5.17%
Jun 2007 – Jun 2010 |
-0.10%
May 2007 – May 2012 |
2.87%
Oct 2013 – Oct 2023 |
2.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-1) |
17.61%
Feb 2009 – Feb 2012 |
14.64%
Feb 2009 – Feb 2014 |
9.06%
Feb 2009 – Feb 2019 |
7.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart