Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) | 12.12% | 18.28% | 12.58% | 8.13% | 8.57% | 9.66% | NA | 7.47% |
Data as of 07/25/2025, AR inception is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/26/2007 | 07/25/2025 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 18.28 | 12.58 | 8.13 | 8.57 | 9.66 | NA | 7.47 | 12.12 | 10.58 | 17.75 | -22.01 | 11.73 | 15.47 | 23.94 | -5.85 | 21.59 | 7.82 | 0.21 | 6.61 | 26.16 | 16.42 | -2.71 | 12.85 | 31.46 | -35.63 | 7.86 |
| Sharpe Ratio | NA | 1.06 | 0.69 | 0.45 | 0.48 | NA | NA | 0.39 | 1.21 | 0.37 | 1.31 | -1.18 | 1.02 | 0.57 | 2.28 | -0.55 | 3.88 | 0.65 | 0.01 | 0.69 | 2.73 | 1.46 | -0.14 | 0.83 | 1.45 | -1.15 | 0.45 |
| Standard Deviation(%) | NA | 14.21 | 13.39 | 13.91 | 14.57 | NA | NA | 16.11 | 16.17 | 10.76 | 10.41 | 19.86 | 11.45 | 26.43 | 9.89 | 13.19 | 5.43 | 11.78 | 12.47 | 9.59 | 9.56 | 11.31 | 20.13 | 15.43 | 21.56 | 31.59 | 14.31 |
| Draw Down(%) | NA | 13.55 | 13.99 | 28.12 | 28.55 | NA | NA | 50.06 | 13.55 | 6.43 | 9.39 | 24.73 | 4.84 | 28.55 | 5.17 | 15.87 | 1.93 | 9.86 | 11.43 | 7.15 | 6.64 | 9.12 | 18.56 | 12.48 | 21.26 | 45.59 | 8.92 |
| Yield(%) | 0.00 | 3.55 | 2.24 | 1.71 | 3.22 | 4.42 | 3.12 | 3.47 | 0.00 | 3.88 | 1.70 | 0.79 | 0.81 | 0.81 | 5.11 | 4.38 | 2.87 | 3.81 | 4.91 | 4.04 | 2.56 | 2.81 | 2.07 | 2.46 | 2.67 | 2.93 | 1.44 |
Data as of 07/25/2025, AR inception is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.98%
Jun 2007 - Jun 2010 |
-0.42%
May 2007 - May 2012 |
5.81%
May 2007 - May 2017 |
5.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) |
22.07%
Feb 2009 - Feb 2012 |
20.06%
Feb 2009 - Feb 2014 |
13.44%
Feb 2009 - Feb 2019 |
11.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart