Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-3) | 4.49% | 12.66% | 10.99% | 3.90% | 5.86% | 6.30% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-3) | 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 (%) | 0.00 | 12.66 | 10.99 | 3.90 | 5.86 | 6.30 | NA | … | … | 4.49 | 13.58 | 8.24 | 9.78 | -12.91 | 4.73 | 8.11 | 14.86 | -3.32 | 12.14 | 6.38 | -0.51 | 6.04 | 17.92 | 12.25 | 0.47 | 10.92 | 26.39 | -32.68 | 9.64 |
| Sharpe Ratio | NA | 1.93 | 1.22 | 0.19 | 0.54 | NA | NA | … | … | 1.32 | 1.53 | 0.78 | 0.93 | -1.31 | 0.67 | 0.55 | 2.73 | -0.68 | 3.58 | 0.84 | -0.07 | 0.93 | 2.40 | 1.50 | 0.03 | 0.96 | 1.42 | -1.18 | 0.67 |
| Standard Deviation(%) | NA | 5.72 | 6.62 | 7.77 | 7.95 | NA | NA | … | … | 6.94 | 7.01 | 5.92 | 6.67 | 10.98 | 7.03 | 14.30 | 4.90 | 6.95 | 3.22 | 7.34 | 7.99 | 6.50 | 7.46 | 8.21 | 14.56 | 11.32 | 18.55 | 28.38 | 12.70 |
| Draw Down(%) | NA | 5.10 | 6.41 | 20.95 | 20.95 | NA | NA | … | … | 5.10 | 6.11 | 3.16 | 6.41 | 17.39 | 4.39 | 17.10 | 2.42 | 9.06 | 1.07 | 5.10 | 7.74 | 4.56 | 5.62 | 6.38 | 12.89 | 8.77 | 19.40 | 42.27 | 8.02 |
| Yield(%) | 0.00 | 7.54 | 5.57 | 3.42 | 3.72 | 4.13 | 3.44 | … | … | 0.00 | 7.93 | 5.03 | 3.14 | 1.82 | 1.04 | 2.06 | 4.09 | 3.55 | 2.45 | 2.85 | 3.69 | 3.39 | 2.36 | 2.92 | 2.56 | 3.73 | 2.74 | 3.34 | 1.43 |
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 |
|---|---|---|---|---|
| RCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-3) |
-6.02%
Jun 2007 – Jun 2010 |
-0.27%
May 2007 – May 2012 |
3.51%
Oct 2013 – Oct 2023 |
3.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-3) |
19.60%
Feb 2009 – Feb 2012 |
16.68%
Feb 2009 – Feb 2014 |
10.54%
Feb 2009 – Feb 2019 |
8.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart