Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-3) | 6.55% | 12.61% | 8.73% | 7.20% | 7.43% | 9.48% | NA | 7.00% |
Data as of 06/06/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCKTX (AMERICAN FUNDS 2040 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 (%) | 1.51 | 12.61 | 8.73 | 7.20 | 7.43 | 9.48 | NA | 7.00 | 6.55 | 10.53 | 17.35 | -22.28 | 11.36 | 15.15 | 23.53 | -6.11 | 21.23 | 7.38 | -0.08 | 6.30 | 25.71 | 16.00 | -2.91 | 12.57 | 31.22 | -35.85 | 10.64 |
| Sharpe Ratio | NA | 0.42 | 0.25 | 0.37 | 0.38 | NA | NA | 0.35 | 0.52 | 0.37 | 1.27 | -1.19 | 0.99 | 0.56 | 2.25 | -0.57 | 3.75 | 0.61 | -0.01 | 0.65 | 2.68 | 1.42 | -0.15 | 0.81 | 1.44 | -1.16 | 0.70 |
| Standard Deviation(%) | NA | 14.67 | 14.15 | 14.30 | 14.64 | NA | NA | 16.19 | 18.38 | 10.72 | 10.42 | 19.88 | 11.50 | 26.46 | 9.85 | 13.16 | 5.52 | 11.80 | 12.49 | 9.63 | 9.58 | 11.30 | 20.21 | 15.49 | 21.62 | 31.56 | 13.92 |
| Draw Down(%) | NA | 14.93 | 14.93 | 28.35 | 28.53 | NA | NA | 50.31 | 13.56 | 6.23 | 9.44 | 24.95 | 4.85 | 28.53 | 5.15 | 16.11 | 1.94 | 9.91 | 11.57 | 7.20 | 6.68 | 9.06 | 18.65 | 12.23 | 21.44 | 45.72 | 8.84 |
| Yield(%) | 0.00 | 3.30 | 1.87 | 1.45 | 2.82 | 4.25 | 2.88 | 3.19 | 0.00 | 3.59 | 1.40 | 0.56 | 0.50 | 0.57 | 4.80 | 4.12 | 2.55 | 3.51 | 4.63 | 3.71 | 2.22 | 2.46 | 1.78 | 2.38 | 2.34 | 2.74 | 1.38 |
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 |
|---|---|---|---|---|
| RCKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-3) |
-7.24%
Jun 2007 - Jun 2010 |
-0.71%
May 2007 - May 2012 |
5.49%
May 2007 - May 2017 |
4.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-3) |
21.76%
Feb 2009 - Feb 2012 |
19.73%
Feb 2009 - Feb 2014 |
13.11%
Feb 2009 - Feb 2019 |
10.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart