Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-3) | 8.48% | 21.31% | 17.35% | 6.61% | 9.72% | 9.35% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 (%) | 0.04 | 21.31 | 17.35 | 6.61 | 9.72 | 9.35 | NA | … | … | 8.48 | 18.76 | 14.03 | 18.60 | -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 | 1.98 | 1.25 | 0.31 | 0.57 | NA | NA | … | … | 1.64 | 1.18 | 1.02 | 1.45 | -1.20 | 0.99 | 0.56 | 2.24 | -0.57 | 3.75 | 0.61 | -0.01 | 0.65 | 2.68 | 1.42 | -0.15 | 0.81 | 1.44 | -1.16 | 0.69 |
| Standard Deviation(%) | NA | 10.28 | 11.62 | 13.57 | 14.32 | NA | NA | … | … | 12.25 | 13.50 | 10.25 | 10.38 | 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 | 8.45 | 13.56 | 28.35 | 28.53 | NA | NA | … | … | 8.45 | 13.56 | 6.01 | 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 | 6.06 | 4.64 | 2.55 | 3.70 | 4.39 | 3.63 | … | … | 0.00 | 6.43 | 3.59 | 2.63 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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 |
10.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart