Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-3) | 5.16% | 6.83% | 5.02% | 3.65% | 4.93% | 7.40% | NA | 5.33% |
Data as of 06/06/2025, AR inception 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 | 06/06/2025 |
| 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 (%) | 0.58 | 6.83 | 5.02 | 3.65 | 4.93 | 7.40 | NA | 5.33 | 5.16 | 5.89 | 10.51 | -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 | 0.43 | 0.19 | 0.20 | 0.38 | NA | NA | 0.32 | 0.98 | -0.10 | 0.88 | -1.32 | 0.63 | 0.63 | 2.49 | -0.62 | 3.67 | 0.74 | -0.05 | 0.74 | 2.61 | 1.47 | -0.09 | 0.88 | 1.43 | -1.18 | 0.68 |
| Standard Deviation(%) | NA | 8.20 | 8.87 | 9.06 | 9.50 | NA | NA | 13.21 | 9.56 | 6.75 | 7.13 | 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 | 7.88 | 11.19 | 23.13 | 23.13 | NA | NA | 49.08 | 6.48 | 4.76 | 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 | 2.26 | 2.03 | 1.70 | 2.72 | 4.00 | 2.74 | 3.05 | 0.00 | 2.36 | 2.25 | 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 06/06/2025, 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 |
|---|---|---|---|---|
| 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 |
9.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart