Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-4) | 6.78% | 17.65% | 15.19% | 5.81% | 9.12% | 9.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDFTX (AMERICAN FUNDS 2035 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 (%) | 0.05 | 17.65 | 15.19 | 5.81 | 9.12 | 9.05 | NA | … | … | 6.78 | 16.72 | 12.39 | 16.47 | -19.72 | 10.31 | 14.18 | 22.90 | -5.52 | 20.63 | 7.65 | 0.23 | 6.66 | 25.57 | 16.21 | -2.45 | 12.76 | 31.28 | -35.55 | 7.83 |
| Sharpe Ratio | NA | 1.96 | 1.28 | 0.29 | 0.59 | NA | NA | … | … | 1.52 | 1.28 | 1.02 | 1.41 | -1.21 | 0.98 | 0.57 | 2.32 | -0.56 | 3.88 | 0.65 | 0.02 | 0.71 | 2.71 | 1.47 | -0.13 | 0.83 | 1.45 | -1.15 | 0.44 |
| Standard Deviation(%) | NA | 8.44 | 9.65 | 11.68 | 12.90 | NA | NA | … | … | 10.13 | 10.81 | 8.62 | 9.17 | 17.48 | 10.49 | 24.52 | 9.26 | 12.42 | 5.17 | 11.42 | 12.22 | 9.41 | 9.42 | 11.07 | 19.74 | 15.28 | 21.47 | 31.67 | 14.26 |
| Draw Down(%) | NA | 7.01 | 10.55 | 26.56 | 26.68 | NA | NA | … | … | 7.01 | 10.55 | 4.39 | 8.46 | 23.14 | 4.50 | 26.68 | 4.84 | 15.05 | 1.76 | 9.52 | 11.27 | 6.95 | 6.64 | 8.89 | 18.21 | 12.11 | 21.15 | 45.59 | 8.84 |
| Yield(%) | 0.00 | 6.20 | 5.06 | 2.97 | 4.09 | 4.86 | 3.91 | … | … | 0.00 | 6.57 | 4.60 | 2.97 | 1.11 | 0.90 | 1.03 | 4.98 | 4.28 | 2.79 | 3.73 | 5.38 | 3.81 | 2.43 | 3.08 | 2.15 | 2.80 | 2.75 | 3.10 | 1.41 |
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 |
|---|---|---|---|---|
| RDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.96%
Jun 2007 – Jun 2010 |
-0.41%
May 2007 – May 2012 |
5.72%
May 2007 – May 2017 |
5.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-4) |
21.99%
Feb 2009 – Feb 2012 |
19.91%
Feb 2009 – Feb 2014 |
13.26%
Feb 2009 – Feb 2019 |
10.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart