Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) | 6.64% | 10.26% | 8.30% | 6.91% | 7.39% | 9.47% | NA | 9.14% |
Data as of 06/06/2025, AR inception is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 10.26 | 8.30 | 6.91 | 7.39 | 9.47 | NA | 9.14 | 6.64 | 12.27 | 19.35 | -24.82 | 12.55 | 15.84 | 24.22 | -6.20 | 21.79 | 7.64 | -0.12 | 6.38 | 25.67 | 16.06 | -3.05 | 15.56 |
| Sharpe Ratio | NA | 0.43 | 0.27 | 0.36 | 0.38 | NA | NA | 0.54 | 0.44 | 0.49 | 1.35 | -1.22 | 1.04 | 0.57 | 2.21 | -0.55 | 3.75 | 0.62 | -0.01 | 0.66 | 2.67 | 1.44 | -0.15 | 1.17 |
| Standard Deviation(%) | NA | 16.22 | 15.43 | 15.42 | 15.46 | NA | NA | 14.83 | 20.75 | 11.49 | 11.24 | 21.63 | 12.02 | 27.43 | 10.34 | 13.68 | 5.67 | 12.06 | 12.68 | 9.68 | 9.61 | 11.24 | 20.13 | 15.52 |
| Draw Down(%) | NA | 16.08 | 16.08 | 30.04 | 30.04 | NA | NA | 30.04 | 15.40 | 7.01 | 10.07 | 26.83 | 5.30 | 29.34 | 5.45 | 16.55 | 1.97 | 10.13 | 11.70 | 7.24 | 6.65 | 9.15 | 18.76 | 12.45 |
| Yield(%) | 0.00 | 0.67 | 0.65 | 0.60 | 2.12 | 3.43 | 2.47 | 3.29 | 0.00 | 0.73 | 1.11 | 0.18 | 0.40 | 0.42 | 4.42 | 3.72 | 2.28 | 3.13 | 3.65 | 3.09 | 2.15 | 2.32 | 2.67 | 2.13 |
Data as of 06/06/2025, AR inception is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) |
-1.10%
Apr 2021 - Apr 2024 |
2.69%
Dec 2017 - Dec 2022 |
5.71%
Oct 2013 - Oct 2023 |
8.12%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) |
18.00%
Sep 2011 - Sep 2014 |
14.30%
Oct 2016 - Oct 2021 |
12.54%
Sep 2011 - Sep 2021 |
9.13%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart