Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-4) | 3.84% | 11.17% | 10.11% | 4.33% | 5.69% | 5.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/26/2007 | 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 (%) | 0.00 | 11.17 | 10.11 | 4.33 | 5.69 | 5.90 | NA | … | … | 3.84 | 12.69 | 7.85 | 8.32 | -10.29 | 6.54 | 7.42 | 13.42 | -2.80 | 9.98 | 7.13 | -1.15 | 6.37 | 12.09 | 10.17 | 3.36 | 9.53 | 23.33 | -27.44 | 5.92 |
| Sharpe Ratio | NA | 1.95 | 1.24 | 0.29 | 0.61 | NA | NA | … | … | 1.27 | 1.66 | 0.81 | 0.77 | -1.25 | 1.28 | 0.58 | 3.00 | -0.75 | 3.51 | 1.14 | -0.18 | 1.29 | 2.22 | 1.82 | 0.35 | 1.21 | 1.54 | -1.22 | 0.37 |
| Standard Deviation(%) | NA | 4.83 | 5.77 | 6.57 | 6.70 | NA | NA | … | … | 5.82 | 5.93 | 5.22 | 6.08 | 9.38 | 5.11 | 12.25 | 3.98 | 5.56 | 2.67 | 6.05 | 6.73 | 4.91 | 5.42 | 5.60 | 9.62 | 7.79 | 15.05 | 23.18 | 10.84 |
| Draw Down(%) | NA | 4.42 | 5.58 | 16.36 | 16.36 | NA | NA | … | … | 4.42 | 5.08 | 2.84 | 5.58 | 14.94 | 2.22 | 15.07 | 1.97 | 7.42 | 0.93 | 4.01 | 6.88 | 3.53 | 4.87 | 4.10 | 7.92 | 6.01 | 16.76 | 36.50 | 6.75 |
| Yield(%) | 0.00 | 6.81 | 5.48 | 3.65 | 3.79 | 4.34 | 3.63 | … | … | 0.00 | 7.17 | 5.23 | 3.67 | 2.15 | 1.54 | 2.50 | 3.82 | 3.52 | 2.68 | 2.83 | 4.39 | 4.73 | 5.63 | 4.10 | 4.78 | 3.93 | 3.26 | 4.13 | 1.87 |
Data as of 06/04/2026, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-4) |
-3.72%
Jun 2007 – Jun 2010 |
1.00%
May 2007 – May 2012 |
3.53%
Oct 2013 – Oct 2023 |
3.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-4) |
17.89%
Feb 2009 – Feb 2012 |
14.52%
Feb 2009 – Feb 2014 |
9.31%
Feb 2009 – Feb 2019 |
7.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart