Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-1) | 10.12% | 24.14% | 18.47% | 8.77% | 11.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-1) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 24.14 | 18.47 | 8.77 | 11.05 | NA | NA | … | … | 10.12 | 14.85 | 14.35 | 20.28 | -20.52 | 16.00 | 18.02 | 23.78 | -6.70 | 21.18 | 7.26 | -2.76 |
| Sharpe Ratio | NA | 1.94 | 1.19 | 0.43 | 0.63 | NA | NA | … | … | 1.68 | 0.76 | 0.95 | 1.48 | -1.05 | 1.36 | 0.65 | 2.16 | -0.59 | 3.59 | 0.58 | -0.28 |
| Standard Deviation(%) | NA | 12.05 | 13.15 | 14.74 | 15.18 | NA | NA | … | … | 14.65 | 16.11 | 11.34 | 11.31 | 20.93 | 11.79 | 27.37 | 10.34 | 13.74 | 5.75 | 12.08 | 12.98 |
| Draw Down(%) | NA | 9.91 | 15.59 | 27.99 | 29.43 | NA | NA | … | … | 9.91 | 15.59 | 7.14 | 10.25 | 27.21 | 5.30 | 29.43 | 5.44 | 16.92 | 1.98 | 10.15 | 11.55 |
| Yield(%) | 0.00 | 5.24 | 3.78 | 3.40 | 4.18 | 2.83 | 2.12 | … | … | 0.00 | 5.55 | 2.70 | 1.83 | 4.31 | 3.35 | 2.39 | 3.18 | 2.59 | 1.22 | 1.96 | 0.61 |
Data as of 06/04/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-1) |
2.03%
Apr 2021 – Apr 2024 |
3.98%
Sep 2017 – Sep 2022 |
7.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-1) |
20.09%
Sep 2022 – Sep 2025 |
14.33%
Oct 2016 – Oct 2021 |
11.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart