Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-3) | 4.86% | 9.23% | 4.95% | 3.90% | 4.32% | 5.80% | NA | 4.46% |
Data as of 06/06/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-3) | 02/27/2007 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 9.23 | 4.95 | 3.90 | 4.32 | 5.80 | NA | 4.46 | 4.86 | 2.58 | 7.23 | -10.61 | 6.22 | 7.11 | 13.18 | -3.18 | 9.67 | 6.75 | -1.50 | 6.04 | 11.78 | 9.83 | 3.03 | 9.83 | 22.93 | -27.73 | 7.89 |
| Sharpe Ratio | NA | 0.94 | 0.23 | 0.29 | 0.44 | NA | NA | 0.37 | 1.11 | -0.57 | 0.50 | -1.29 | 1.20 | 0.56 | 2.93 | -0.81 | 3.26 | 1.08 | -0.23 | 1.24 | 2.15 | 1.78 | 0.31 | 1.27 | 1.51 | -1.23 | 0.62 |
| Standard Deviation(%) | NA | 6.34 | 7.11 | 6.83 | 6.91 | NA | NA | 9.33 | 7.75 | 6.98 | 6.06 | 9.33 | 5.17 | 12.25 | 4.02 | 5.57 | 2.78 | 6.05 | 6.76 | 4.86 | 5.46 | 5.54 | 9.61 | 7.68 | 15.12 | 23.16 | 10.46 |
| Draw Down(%) | NA | 5.03 | 9.64 | 16.59 | 16.59 | NA | NA | 40.72 | 5.03 | 6.56 | 5.61 | 15.16 | 2.24 | 15.13 | 1.89 | 7.72 | 0.96 | 4.12 | 7.10 | 3.55 | 4.90 | 4.12 | 8.05 | 5.72 | 16.80 | 36.76 | 6.85 |
| Yield(%) | 0.00 | 4.79 | 3.09 | 2.56 | 2.93 | 4.02 | 2.99 | 3.32 | 0.00 | 4.96 | 2.58 | 1.89 | 1.19 | 2.18 | 3.52 | 3.25 | 2.35 | 2.54 | 4.06 | 4.39 | 5.29 | 3.75 | 4.46 | 4.18 | 2.95 | 3.92 | 1.83 |
Data as of 06/06/2025, AR inception is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-3) |
-3.86%
Jun 2007 - Jun 2010 |
0.77%
May 2007 - May 2012 |
3.21%
Oct 2013 - Oct 2023 |
3.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-3) |
17.72%
Feb 2009 - Feb 2012 |
14.29%
Feb 2009 - Feb 2014 |
9.03%
Feb 2009 - Feb 2019 |
7.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart