Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-3) | 7.05% | 21.13% | 17.82% | 8.60% | 11.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-3) | 03/30/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.10 | 21.13 | 17.82 | 8.60 | 11.21 | NA | NA | … | … | 7.05 | 15.10 | 14.93 | 20.75 | -20.18 | 16.53 | 18.62 | 24.26 | -6.28 | 21.80 | 7.65 | -2.98 |
| Sharpe Ratio | NA | 2.00 | 1.23 | 0.46 | 0.66 | NA | NA | … | … | 1.72 | 0.77 | 1.00 | 1.53 | -1.03 | 1.39 | 0.67 | 2.20 | -0.56 | 3.72 | 0.62 | -0.30 |
| Standard Deviation(%) | NA | 12.02 | 13.15 | 14.75 | 15.18 | NA | NA | … | … | 14.57 | 16.22 | 11.36 | 11.27 | 20.95 | 11.83 | 27.42 | 10.35 | 13.68 | 5.71 | 12.02 | 13.01 |
| Draw Down(%) | NA | 9.83 | 15.59 | 27.73 | 29.37 | NA | NA | … | … | 9.83 | 15.59 | 7.11 | 10.14 | 26.95 | 5.32 | 29.37 | 5.42 | 16.53 | 1.97 | 10.07 | 11.66 |
| Yield(%) | 0.00 | 5.47 | 4.16 | 3.69 | 4.65 | 3.14 | 2.36 | … | … | 0.00 | 5.80 | 3.14 | 2.23 | 4.46 | 3.68 | 2.70 | 3.70 | 2.92 | 1.62 | 2.24 | 0.59 |
Data as of 06/05/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-3) |
2.49%
Apr 2021 – Apr 2024 |
4.43%
Sep 2017 – Sep 2022 |
8.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-3) |
20.63%
Sep 2022 – Sep 2025 |
14.84%
Oct 2016 – Oct 2021 |
11.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart