Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-4) | 9.65% | 23.53% | 18.62% | 7.32% | 10.39% | 9.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDHTX (AMERICAN FUNDS 2045 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 (%) | 0.08 | 23.53 | 18.62 | 7.32 | 10.39 | 9.93 | NA | … | … | 9.65 | 20.00 | 14.82 | 19.70 | -22.99 | 12.38 | 15.91 | 24.25 | -5.90 | 21.98 | 7.93 | 0.20 | 6.73 | 26.12 | 16.38 | -2.58 | 12.80 | 31.52 | -35.58 | 7.81 |
| Sharpe Ratio | NA | 2.03 | 1.28 | 0.35 | 0.60 | NA | NA | … | … | 1.73 | 1.19 | 1.04 | 1.49 | -1.18 | 1.05 | 0.58 | 2.26 | -0.54 | 3.86 | 0.65 | 0.01 | 0.69 | 2.74 | 1.46 | -0.13 | 0.82 | 1.45 | -1.15 | 0.43 |
| Standard Deviation(%) | NA | 11.19 | 12.39 | 14.26 | 14.81 | NA | NA | … | … | 13.52 | 14.45 | 10.79 | 10.86 | 20.69 | 11.75 | 27.00 | 10.06 | 13.52 | 5.55 | 11.94 | 12.67 | 9.72 | 9.51 | 11.24 | 20.03 | 15.47 | 21.60 | 31.58 | 14.32 |
| Draw Down(%) | NA | 9.18 | 14.52 | 28.65 | 28.99 | NA | NA | … | … | 9.18 | 14.52 | 6.46 | 9.75 | 25.42 | 5.02 | 28.99 | 5.26 | 16.16 | 1.97 | 10.02 | 11.58 | 7.22 | 6.57 | 9.03 | 18.50 | 12.34 | 21.31 | 45.59 | 8.92 |
| Yield(%) | 0.00 | 6.20 | 4.86 | 2.71 | 3.98 | 4.73 | 3.83 | … | … | 0.00 | 6.60 | 3.75 | 2.87 | 0.62 | 0.75 | 0.72 | 5.05 | 4.30 | 2.76 | 3.71 | 4.56 | 3.67 | 2.30 | 2.87 | 1.99 | 3.27 | 2.56 | 2.71 | 1.39 |
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 |
|---|---|---|---|---|
| RDHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.99%
Jun 2007 – Jun 2010 |
-0.41%
May 2007 – May 2012 |
5.85%
May 2007 – May 2017 |
5.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-4) |
22.12%
Feb 2009 – Feb 2012 |
20.08%
Feb 2009 – Feb 2014 |
13.52%
Feb 2009 – Feb 2019 |
11.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart