Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-3) | 4.86% | 6.83% | 4.32% | 3.38% | 4.22% | 6.01% | NA | 4.51% |
Data as of 06/06/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCJTX (AMERICAN FUNDS 2015 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 (%) | 0.39 | 6.83 | 4.32 | 3.38 | 4.22 | 6.01 | NA | 4.51 | 4.86 | 5.32 | 8.07 | -11.85 | 5.89 | 7.53 | 14.11 | -3.36 | 10.57 | 6.84 | -1.29 | 5.92 | 14.88 | 10.92 | 1.66 | 9.68 | 24.19 | -29.24 | 8.65 |
| Sharpe Ratio | NA | 0.51 | 0.13 | 0.20 | 0.39 | NA | NA | 0.33 | 1.07 | -0.22 | 0.61 | -1.31 | 0.97 | 0.53 | 2.81 | -0.75 | 3.44 | 1.04 | -0.19 | 1.04 | 2.31 | 1.57 | 0.13 | 0.98 | 1.44 | -1.20 | 0.67 |
| Standard Deviation(%) | NA | 6.99 | 7.61 | 7.47 | 7.57 | NA | NA | 10.38 | 8.08 | 5.87 | 6.33 | 10.12 | 6.02 | 13.81 | 4.52 | 6.25 | 2.90 | 6.39 | 6.83 | 5.68 | 6.42 | 6.97 | 12.16 | 9.76 | 16.70 | 25.05 | 11.11 |
| Draw Down(%) | NA | 6.44 | 10.18 | 18.76 | 18.76 | NA | NA | 42.69 | 5.34 | 4.31 | 5.94 | 16.41 | 2.89 | 16.62 | 2.21 | 8.43 | 0.97 | 4.29 | 7.10 | 3.88 | 5.25 | 5.32 | 10.37 | 7.53 | 17.88 | 38.62 | 7.09 |
| Yield(%) | 0.00 | 2.60 | 2.35 | 2.13 | 2.91 | 3.95 | 2.88 | 3.20 | 0.00 | 2.70 | 2.54 | 1.89 | 1.25 | 2.27 | 4.12 | 3.65 | 2.60 | 2.86 | 4.95 | 3.71 | 3.50 | 3.72 | 3.07 | 3.93 | 3.05 | 3.56 | 1.58 |
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 |
|---|---|---|---|---|
| RCJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-3) |
-4.69%
Jun 2007 - Jun 2010 |
0.37%
May 2007 - May 2012 |
3.36%
Oct 2013 - Oct 2023 |
3.18%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-3) |
18.21%
Feb 2009 - Feb 2012 |
15.19%
Feb 2009 - Feb 2014 |
9.58%
Feb 2009 - Feb 2019 |
7.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart