Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-3) | 6.76% | 10.50% | 8.11% | 6.91% | 7.34% | 9.44% | NA | 6.95% |
Data as of 06/06/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCHTX (AMERICAN FUNDS 2045 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 (%) | 1.65 | 10.50 | 8.11 | 6.91 | 7.34 | 9.44 | NA | 6.95 | 6.76 | 11.99 | 18.07 | -23.28 | 12.01 | 15.52 | 23.91 | -6.18 | 21.59 | 7.53 | -0.02 | 6.35 | 25.75 | 16.00 | -3.01 | 12.29 | 31.01 | -35.80 | 10.70 |
| Sharpe Ratio | NA | 0.47 | 0.33 | 0.34 | 0.40 | NA | NA | 0.36 | 0.70 | 0.49 | 1.28 | -1.20 | 1.02 | 0.56 | 2.23 | -0.56 | 3.75 | 0.61 | 0.00 | 0.65 | 2.71 | 1.42 | -0.15 | 0.78 | 1.43 | -1.16 | 0.71 |
| Standard Deviation(%) | NA | 15.34 | 14.72 | 14.80 | 15.07 | NA | NA | 16.39 | 19.23 | 10.95 | 10.88 | 20.71 | 11.73 | 27.02 | 10.10 | 13.45 | 5.62 | 11.99 | 12.68 | 9.77 | 9.50 | 11.31 | 20.05 | 15.57 | 21.58 | 31.63 | 13.96 |
| Draw Down(%) | NA | 15.06 | 15.06 | 28.89 | 28.99 | NA | NA | 50.29 | 14.59 | 6.47 | 9.84 | 25.58 | 5.04 | 28.99 | 5.32 | 16.36 | 1.99 | 10.16 | 11.67 | 7.28 | 6.61 | 9.08 | 18.61 | 12.60 | 21.38 | 45.77 | 8.84 |
| Yield(%) | 0.00 | 0.92 | 0.88 | 0.78 | 2.38 | 3.74 | 2.55 | 2.83 | 0.00 | 1.00 | 1.31 | 0.39 | 0.46 | 0.50 | 4.77 | 4.04 | 2.46 | 3.44 | 4.29 | 3.35 | 2.00 | 2.55 | 1.69 | 2.74 | 2.27 | 2.56 | 1.34 |
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 |
|---|---|---|---|---|
| RCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-3) |
-7.35%
Jun 2007 - Jun 2010 |
-0.79%
May 2007 - May 2012 |
5.48%
May 2007 - May 2017 |
4.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-3) |
21.60%
Feb 2009 - Feb 2012 |
19.64%
Feb 2009 - Feb 2014 |
13.13%
Feb 2009 - Feb 2019 |
10.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart