Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) | 6.70% | 12.87% | 8.93% | 7.37% | 7.76% | 9.62% | NA | 7.12% |
Data as of 06/06/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCITX (AMERICAN FUNDS 2050 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 (%) | 1.68 | 12.87 | 8.93 | 7.37 | 7.76 | 9.62 | NA | 7.12 | 6.70 | 11.33 | 18.74 | -24.30 | 12.46 | 15.75 | 24.16 | -6.19 | 21.73 | 7.65 | -0.01 | 6.37 | 25.73 | 16.04 | -3.02 | 12.68 | 31.00 | -35.85 | 10.70 |
| Sharpe Ratio | NA | 0.40 | 0.25 | 0.36 | 0.37 | NA | NA | 0.35 | 0.47 | 0.42 | 1.32 | -1.21 | 1.04 | 0.56 | 2.20 | -0.55 | 3.76 | 0.62 | 0.00 | 0.66 | 2.69 | 1.43 | -0.15 | 0.81 | 1.43 | -1.15 | 0.71 |
| Standard Deviation(%) | NA | 15.89 | 15.17 | 15.20 | 15.35 | NA | NA | 16.57 | 20.19 | 11.32 | 11.05 | 21.30 | 11.93 | 27.48 | 10.33 | 13.67 | 5.64 | 12.07 | 12.63 | 9.69 | 9.54 | 11.27 | 20.13 | 15.50 | 21.65 | 31.79 | 13.93 |
| Draw Down(%) | NA | 16.14 | 16.14 | 29.45 | 29.45 | NA | NA | 50.26 | 14.97 | 6.70 | 9.96 | 26.28 | 5.19 | 29.29 | 5.41 | 16.50 | 1.96 | 10.14 | 11.77 | 7.26 | 6.64 | 9.05 | 18.64 | 12.28 | 21.30 | 45.81 | 8.84 |
| Yield(%) | 0.00 | 3.12 | 1.65 | 1.27 | 2.72 | 4.12 | 2.81 | 3.12 | 0.00 | 3.41 | 1.21 | 0.30 | 0.47 | 0.41 | 4.71 | 3.98 | 2.51 | 3.47 | 4.40 | 3.65 | 2.05 | 2.44 | 1.78 | 3.42 | 2.86 | 3.10 | 1.44 |
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 |
|---|---|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) |
-7.27%
Jun 2007 - Jun 2010 |
-0.72%
May 2007 - May 2012 |
5.53%
May 2007 - May 2017 |
4.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) |
21.76%
Feb 2009 - Feb 2012 |
19.73%
Feb 2009 - Feb 2014 |
13.21%
Feb 2009 - Feb 2019 |
11.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart