Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RDJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-4) | 11.82% | 14.78% | 11.08% | 7.76% | 8.32% | 9.65% | NA | 9.76% |
Data as of 07/30/2025, AR inception is 02/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/22/2010 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 14.78 | 11.08 | 7.76 | 8.32 | 9.65 | NA | 9.76 | 11.82 | 12.63 | 19.76 | -24.55 | 12.89 | 16.24 | 24.61 | -5.92 | 22.15 | 7.94 | 0.24 | 6.70 | 26.15 | 16.37 | -2.71 | 14.68 |
| Sharpe Ratio | NA | 0.84 | 0.61 | 0.40 | 0.46 | NA | NA | 0.58 | 1.14 | 0.53 | 1.39 | -1.21 | 1.07 | 0.58 | 2.25 | -0.53 | 3.85 | 0.64 | 0.02 | 0.69 | 2.74 | 1.46 | -0.14 | 1.09 |
| Standard Deviation(%) | NA | 16.07 | 14.75 | 15.10 | 15.43 | NA | NA | 14.77 | 18.17 | 11.48 | 11.22 | 21.59 | 11.99 | 27.46 | 10.30 | 13.71 | 5.62 | 12.06 | 12.66 | 9.67 | 9.54 | 11.28 | 20.12 | 15.59 |
| Draw Down(%) | NA | 15.99 | 15.99 | 29.83 | 29.83 | NA | NA | 29.83 | 15.38 | 6.99 | 10.03 | 26.64 | 5.31 | 29.29 | 5.41 | 16.33 | 1.90 | 10.13 | 11.62 | 7.19 | 6.61 | 9.03 | 18.61 | 12.31 |
| Yield(%) | 0.00 | 0.93 | 0.95 | 0.88 | 2.46 | 3.66 | 2.79 | 3.72 | 0.00 | 1.03 | 1.41 | 0.40 | 0.70 | 0.64 | 4.71 | 3.98 | 2.58 | 3.40 | 3.94 | 3.36 | 2.45 | 2.67 | 2.83 | 2.29 |
Data as of 07/30/2025, AR inception is 02/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-4) |
-0.77%
Apr 2021 - Apr 2024 |
3.02%
Dec 2017 - Dec 2022 |
6.05%
Oct 2013 - Oct 2023 |
8.47%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-4) |
18.40%
Sep 2011 - Sep 2014 |
14.65%
Oct 2016 - Oct 2021 |
12.89%
Sep 2011 - Sep 2021 |
10.06%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart