Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-1) | 8.28% | 20.79% | 16.84% | 6.11% | 9.20% | 8.84% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAKTX (AMERICAN FUNDS 2040 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 | 20.79 | 16.84 | 6.11 | 9.20 | 8.84 | NA | … | … | 8.28 | 18.28 | 13.49 | 18.07 | -22.64 | 10.81 | 14.50 | 23.02 | -6.59 | 20.65 | 6.94 | -0.57 | 5.78 | 25.20 | 15.40 | -3.40 | 12.27 | 30.53 | -36.10 | 10.28 |
| Sharpe Ratio | NA | 1.92 | 1.21 | 0.27 | 0.54 | NA | NA | … | … | 1.58 | 1.14 | 0.97 | 1.40 | -1.21 | 0.94 | 0.54 | 2.19 | -0.61 | 3.70 | 0.57 | -0.05 | 0.60 | 2.64 | 1.36 | -0.17 | 0.78 | 1.41 | -1.17 | 0.66 |
| Standard Deviation(%) | NA | 10.31 | 11.62 | 13.58 | 14.31 | NA | NA | … | … | 12.31 | 13.51 | 10.21 | 10.38 | 19.90 | 11.52 | 26.41 | 9.83 | 13.15 | 5.43 | 11.82 | 12.41 | 9.60 | 9.52 | 11.34 | 20.04 | 15.53 | 21.62 | 31.62 | 13.92 |
| Draw Down(%) | NA | 8.49 | 13.60 | 28.68 | 28.68 | NA | NA | … | … | 8.49 | 13.60 | 6.04 | 9.51 | 25.21 | 4.86 | 28.57 | 5.20 | 16.47 | 1.89 | 9.91 | 11.68 | 7.34 | 6.65 | 9.14 | 18.78 | 12.28 | 21.39 | 45.95 | 8.95 |
| Yield(%) | 0.00 | 5.70 | 4.21 | 2.18 | 3.13 | 3.72 | 3.07 | … | … | 0.00 | 6.04 | 3.20 | 2.18 | 0.22 | 0.04 | 0.19 | 4.23 | 3.72 | 1.92 | 2.95 | 4.19 | 3.25 | 1.76 | 1.90 | 1.43 | 2.02 | 2.04 | 2.61 | 1.13 |
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 |
|---|---|---|---|---|
| RAKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-1) |
-7.61%
Jun 2007 – Jun 2010 |
-1.13%
May 2007 – May 2012 |
5.02%
May 2007 – May 2017 |
4.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-1) |
21.30%
Feb 2009 – Feb 2012 |
19.24%
Feb 2009 – Feb 2014 |
12.61%
Feb 2009 – Feb 2019 |
10.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart