Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) | 11.25% | 15.17% | 14.50% | 11.04% | 9.90% | NA | NA | 10.03% |
Data as of 07/31/2025, AR inception is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) | 03/30/2015 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 15.17 | 14.50 | 11.04 | 9.90 | NA | NA | 10.03 | 11.25 | 15.25 | 21.21 | -19.94 | 16.86 | 19.03 | 24.53 | -5.95 | 22.08 | 8.00 | -2.70 |
| Sharpe Ratio | NA | 1.01 | 0.88 | 0.63 | 0.57 | NA | NA | 0.56 | 1.13 | 1.03 | 1.57 | -1.02 | 1.43 | 0.68 | 2.23 | -0.54 | 3.78 | 0.65 | -0.27 |
| Standard Deviation(%) | NA | 16.05 | 14.38 | 14.86 | 15.33 | NA | NA | 15.18 | 18.34 | 11.34 | 11.29 | 20.95 | 11.79 | 27.42 | 10.36 | 13.68 | 5.70 | 12.06 | 13.05 |
| Draw Down(%) | NA | 15.55 | 15.55 | 27.55 | 29.37 | NA | NA | 29.37 | 15.55 | 7.10 | 10.11 | 26.77 | 5.32 | 29.37 | 5.39 | 16.31 | 1.96 | 10.15 | 11.65 |
| Yield(%) | 0.00 | 3.07 | 3.86 | 3.91 | 3.97 | 2.68 | 2.01 | 4.02 | 0.00 | 3.45 | 2.52 | 4.64 | 3.96 | 2.88 | 3.98 | 3.14 | 1.86 | 2.51 | 0.67 |
Data as of 07/31/2025, AR inception is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) |
2.82%
Apr 2021 - Apr 2024 |
4.74%
Sep 2017 - Sep 2022 |
8.65%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) |
20.10%
Dec 2018 - Dec 2021 |
15.18%
Oct 2016 - Oct 2021 |
9.95%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart