Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDLTX (American Funds 2065 Target Date Retirement Fund Class R-4) | 7.23% | 21.49% | 18.16% | 8.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDLTX (American Funds 2065 Target Date Retirement Fund Class R-4) | 03/30/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | 21.49 | 18.16 | 8.93 | NA | NA | NA | … | … | 7.23 | 20.26 | 15.26 | 21.17 | -19.92 | 16.90 | 43.70 |
| Sharpe Ratio | NA | 2.02 | 1.26 | 0.49 | NA | NA | NA | … | … | 1.76 | 1.13 | 1.03 | 1.57 | -1.02 | 1.43 | 3.40 |
| Standard Deviation(%) | NA | 12.04 | 13.14 | 14.74 | NA | NA | NA | … | … | 14.60 | 15.40 | 11.32 | 11.29 | 20.93 | 11.80 | 17.90 |
| Draw Down(%) | NA | 9.86 | 15.57 | 27.57 | NA | NA | NA | … | … | 9.86 | 15.57 | 7.12 | 10.09 | 26.78 | 5.33 | 6.67 |
| Yield(%) | 0.00 | 4.76 | 3.73 | 2.85 | 2.33 | 1.55 | 1.16 | … | … | 0.00 | 5.06 | 2.86 | 2.07 | 2.84 | 1.54 | 0.89 |
Data as of 06/05/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLTX (American Funds 2065 Target Date Retirement Fund Class R-4) |
2.79%
Apr 2021 – Apr 2024 |
7.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLTX (American Funds 2065 Target Date Retirement Fund Class R-4) |
20.97%
Sep 2022 – Sep 2025 |
12.47%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart