Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-3) | 4.79% | 13.25% | 11.48% | 3.93% | 6.54% | 7.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCDTX (AMERICAN FUNDS 2025 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 (%) | 0.06 | 13.25 | 11.48 | 3.93 | 6.54 | 7.06 | NA | … | … | 4.79 | 13.79 | 8.64 | 11.29 | -14.87 | 5.15 | 10.93 | 16.96 | -4.02 | 14.58 | 6.55 | -0.48 | 6.00 | 22.92 | 14.75 | -1.60 | 12.33 | 29.03 | -34.97 | 10.14 |
| Sharpe Ratio | NA | 1.94 | 1.24 | 0.18 | 0.55 | NA | NA | … | … | 1.36 | 1.50 | 0.80 | 1.08 | -1.32 | 0.63 | 0.63 | 2.48 | -0.62 | 3.66 | 0.74 | -0.05 | 0.74 | 2.61 | 1.47 | -0.09 | 0.88 | 1.43 | -1.18 | 0.67 |
| Standard Deviation(%) | NA | 6.01 | 6.94 | 8.49 | 9.12 | NA | NA | … | … | 7.33 | 7.29 | 6.25 | 7.11 | 12.39 | 8.12 | 16.84 | 6.25 | 8.68 | 3.82 | 8.56 | 9.31 | 8.06 | 8.77 | 10.11 | 18.01 | 13.89 | 20.24 | 30.40 | 13.50 |
| Draw Down(%) | NA | 5.37 | 6.93 | 23.13 | 23.13 | NA | NA | … | … | 5.37 | 6.48 | 3.28 | 6.93 | 19.17 | 4.90 | 19.23 | 3.19 | 11.00 | 1.23 | 6.46 | 8.78 | 5.71 | 6.32 | 8.07 | 16.55 | 10.83 | 20.41 | 44.67 | 8.61 |
| Yield(%) | 0.00 | 7.18 | 5.44 | 3.23 | 3.68 | 4.33 | 3.57 | … | … | 0.00 | 7.56 | 5.09 | 3.01 | 1.50 | 0.79 | 1.53 | 3.89 | 3.45 | 2.36 | 3.00 | 5.23 | 3.42 | 2.18 | 2.82 | 2.22 | 3.03 | 2.66 | 3.19 | 1.40 |
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 |
|---|---|---|---|---|
| RCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-3) |
-6.98%
Jun 2007 – Jun 2010 |
-0.60%
May 2007 – May 2012 |
4.10%
Oct 2013 – Oct 2023 |
3.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-3) |
20.97%
Feb 2009 – Feb 2012 |
18.65%
Feb 2009 – Feb 2014 |
11.72%
Feb 2009 – Feb 2019 |
9.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart