Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3) | 5.54% | 15.07% | 13.00% | 4.53% | 7.52% | 7.86% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCETX (AMERICAN FUNDS 2030 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 (%) | 0.05 | 15.07 | 13.00 | 4.53 | 7.52 | 7.86 | NA | … | … | 5.54 | 15.00 | 10.15 | 13.70 | -17.16 | 6.50 | 11.94 | 19.29 | -4.85 | 17.68 | 6.98 | -0.12 | 6.31 | 24.80 | 15.64 | -2.37 | 12.69 | 30.51 | -35.47 | 10.32 |
| Sharpe Ratio | NA | 1.90 | 1.22 | 0.21 | 0.55 | NA | NA | … | … | 1.39 | 1.33 | 0.87 | 1.26 | -1.27 | 0.69 | 0.58 | 2.37 | -0.60 | 3.75 | 0.65 | -0.01 | 0.70 | 2.68 | 1.45 | -0.12 | 0.84 | 1.45 | -1.17 | 0.67 |
| Standard Deviation(%) | NA | 7.22 | 8.32 | 10.04 | 10.84 | NA | NA | … | … | 8.67 | 9.13 | 7.48 | 8.05 | 14.66 | 9.37 | 20.03 | 7.51 | 10.43 | 4.56 | 10.37 | 11.26 | 9.03 | 9.25 | 10.88 | 19.40 | 14.97 | 21.04 | 31.02 | 13.80 |
| Draw Down(%) | NA | 6.10 | 8.73 | 25.36 | 25.36 | NA | NA | … | … | 6.10 | 8.73 | 3.77 | 7.70 | 21.15 | 5.34 | 22.40 | 3.91 | 13.07 | 1.52 | 8.52 | 10.53 | 6.63 | 6.57 | 8.78 | 17.91 | 11.76 | 21.00 | 45.24 | 8.78 |
| Yield(%) | 0.00 | 6.26 | 4.61 | 2.71 | 3.55 | 4.29 | 3.56 | … | … | 0.00 | 6.60 | 3.69 | 2.69 | 1.18 | 0.70 | 1.22 | 4.26 | 3.78 | 2.52 | 3.35 | 4.98 | 3.84 | 2.24 | 3.01 | 2.01 | 2.21 | 2.44 | 2.90 | 1.38 |
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 |
|---|---|---|---|---|
| RCETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3) |
-7.05%
Jun 2007 – Jun 2010 |
-0.57%
May 2007 – May 2012 |
4.71%
Oct 2013 – Oct 2023 |
4.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3) |
21.64%
Feb 2009 – Feb 2012 |
19.45%
Feb 2009 – Feb 2014 |
12.54%
Feb 2009 – Feb 2019 |
9.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart