Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-3) | 6.61% | 17.37% | 14.86% | 5.47% | 8.79% | 8.71% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | 17.37 | 14.86 | 5.47 | 8.79 | 8.71 | NA | … | … | 6.61 | 16.39 | 12.05 | 16.19 | -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 | 1.92 | 1.25 | 0.26 | 0.56 | NA | NA | … | … | 1.47 | 1.25 | 0.98 | 1.38 | -1.23 | 0.94 | 0.55 | 2.26 | -0.58 | 3.76 | 0.62 | -0.01 | 0.67 | 2.64 | 1.45 | -0.14 | 0.80 | 1.44 | -1.16 | 0.70 |
| Standard Deviation(%) | NA | 8.45 | 9.63 | 11.67 | 12.90 | NA | NA | … | … | 10.16 | 10.81 | 8.58 | 9.15 | 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 | 7.05 | 10.63 | 26.81 | 26.81 | NA | NA | … | … | 7.05 | 10.63 | 4.39 | 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 | 6.00 | 4.80 | 2.73 | 3.75 | 4.45 | 3.66 | … | … | 0.00 | 6.34 | 4.34 | 2.68 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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 |
10.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart