Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-3) | 5.84% | 8.52% | 6.82% | 5.75% | 6.60% | 8.88% | NA | 6.50% |
Data as of 06/06/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCFTX (AMERICAN FUNDS 2035 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 (%) | 1.07 | 8.52 | 6.82 | 5.75 | 6.60 | 8.88 | NA | 6.50 | 5.84 | 9.29 | 15.14 | -20.04 | 9.93 | 13.86 | 22.50 | -5.78 | 20.27 | 7.31 | -0.09 | 6.36 | 25.03 | 15.93 | -2.76 | 12.24 | 30.92 | -35.83 | 10.71 |
| Sharpe Ratio | NA | 0.45 | 0.29 | 0.31 | 0.40 | NA | NA | 0.35 | 0.77 | 0.30 | 1.20 | -1.23 | 0.94 | 0.55 | 2.27 | -0.57 | 3.76 | 0.62 | -0.01 | 0.67 | 2.64 | 1.45 | -0.14 | 0.80 | 1.44 | -1.16 | 0.71 |
| Standard Deviation(%) | NA | 11.74 | 12.05 | 12.48 | 13.34 | NA | NA | 15.45 | 14.32 | 8.92 | 9.18 | 17.47 | 10.55 | 24.52 | 9.30 | 12.39 | 5.24 | 11.48 | 12.22 | 9.49 | 9.46 | 11.02 | 19.72 | 15.23 | 21.37 | 31.52 | 13.91 |
| Draw Down(%) | NA | 11.65 | 13.25 | 26.81 | 26.81 | NA | NA | 50.19 | 10.63 | 5.21 | 8.56 | 23.32 | 4.56 | 26.71 | 4.89 | 15.28 | 1.77 | 9.58 | 11.34 | 7.07 | 6.59 | 8.93 | 18.30 | 12.26 | 21.21 | 45.77 | 8.84 |
| Yield(%) | 0.00 | 1.46 | 1.36 | 1.17 | 2.64 | 4.04 | 2.73 | 3.04 | 0.00 | 1.56 | 1.65 | 0.87 | 0.61 | 0.80 | 4.68 | 4.03 | 2.47 | 3.45 | 5.08 | 3.48 | 2.11 | 2.75 | 1.86 | 2.37 | 2.46 | 2.91 | 1.35 |
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 |
|---|---|---|---|---|
| RCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-3) |
-7.32%
Jun 2007 - Jun 2010 |
-0.76%
May 2007 - May 2012 |
5.36%
May 2007 - May 2017 |
4.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-3) |
21.60%
Feb 2009 - Feb 2012 |
19.51%
Feb 2009 - Feb 2014 |
12.90%
Feb 2009 - Feb 2019 |
10.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart