Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-1) | 6.78% | 20.38% | 17.20% | 5.99% | 9.36% | 8.95% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-1) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 20.38 | 17.20 | 5.99 | 9.36 | 8.95 | NA | … | … | 6.78 | 19.44 | 14.31 | 20.10 | -25.24 | 11.97 | 15.27 | 23.64 | -6.68 | 21.23 | 7.17 | -0.59 | 5.89 | 25.14 | 15.51 | -3.37 | 15.05 |
| Sharpe Ratio | NA | 1.94 | 1.20 | 0.28 | 0.53 | NA | NA | … | … | 1.67 | 1.09 | 0.95 | 1.48 | -1.24 | 0.99 | 0.54 | 2.14 | -0.59 | 3.67 | 0.58 | -0.05 | 0.61 | 2.64 | 1.38 | -0.17 | 1.13 |
| Standard Deviation(%) | NA | 11.87 | 13.02 | 14.93 | 15.29 | NA | NA | … | … | 14.41 | 15.24 | 11.25 | 11.24 | 21.66 | 12.07 | 27.51 | 10.37 | 13.66 | 5.63 | 12.07 | 12.63 | 9.69 | 9.51 | 11.29 | 20.16 | 15.56 |
| Draw Down(%) | NA | 9.80 | 15.45 | 30.36 | 30.36 | NA | NA | … | … | 9.80 | 15.45 | 7.04 | 10.18 | 27.07 | 5.32 | 29.40 | 5.47 | 16.94 | 1.99 | 10.21 | 11.92 | 7.36 | 6.69 | 9.18 | 18.87 | 12.58 |
| Yield(%) | 0.00 | 5.70 | 4.07 | 2.03 | 2.95 | 3.52 | 3.16 | … | … | 0.00 | 6.04 | 2.91 | 1.92 | 0.00 | 0.00 | 0.24 | 3.90 | 3.38 | 1.78 | 2.54 | 3.27 | 2.71 | 1.76 | 2.23 | 2.36 | 1.62 |
Data as of 06/05/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-1) |
-1.25%
Apr 2021 – Apr 2024 |
2.17%
Dec 2017 – Dec 2022 |
5.20%
Oct 2013 – Oct 2023 |
7.84%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-1) |
19.16%
May 2023 – May 2026 |
13.76%
Oct 2016 – Oct 2021 |
12.02%
Sep 2011 – Sep 2021 |
9.45%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart