Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCPTX (American Funds 2065 Target Date Retirement Fund Class R-3) | 10.33% | 24.72% | 19.00% | 9.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCPTX (American Funds 2065 Target Date Retirement Fund Class R-3) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 24.72 | 19.00 | 9.25 | NA | NA | NA | … | … | 10.33 | 19.96 | 14.91 | 20.82 | -20.18 | 16.52 | 43.41 |
| Sharpe Ratio | NA | 2.00 | 1.24 | 0.46 | NA | NA | NA | … | … | 1.73 | 1.11 | 0.99 | 1.53 | -1.03 | 1.40 | 3.39 |
| Standard Deviation(%) | NA | 12.03 | 13.15 | 14.76 | NA | NA | NA | … | … | 14.60 | 15.40 | 11.36 | 11.29 | 21.00 | 11.81 | 17.85 |
| Draw Down(%) | NA | 9.87 | 15.59 | 27.77 | NA | NA | NA | … | … | 9.87 | 15.59 | 7.10 | 10.14 | 26.95 | 5.35 | 6.60 |
| Yield(%) | 0.00 | 4.52 | 3.45 | 2.62 | 2.12 | 1.42 | 1.06 | … | … | 0.00 | 4.80 | 2.59 | 1.81 | 2.68 | 1.29 | 0.70 |
Data as of 06/04/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCPTX (American Funds 2065 Target Date Retirement Fund Class R-3) |
2.49%
Apr 2021 – Apr 2024 |
7.53%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCPTX (American Funds 2065 Target Date Retirement Fund Class R-3) |
20.60%
Sep 2022 – Sep 2025 |
12.15%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart