Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) | 7.62% | 11.78% | 7.73% | 5.18% | 5.37% | 6.55% | NA | 5.25% |
Data as of 07/03/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 07/03/2025 |
| 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 (%) | 0.64 | 11.78 | 7.73 | 5.18 | 5.37 | 6.55 | NA | 5.25 | 7.62 | 2.64 | 7.91 | -10.07 | 6.92 | 7.74 | 13.88 | -2.54 | 10.31 | 7.38 | -0.89 | 6.73 | 12.46 | 10.44 | 3.76 | 10.56 | 23.69 | -27.29 | 8.38 |
| Sharpe Ratio | NA | 1.33 | 0.62 | 0.48 | 0.57 | NA | NA | 0.45 | 1.72 | -0.53 | 0.61 | -1.23 | 1.34 | 0.61 | 3.06 | -0.69 | 3.65 | 1.18 | -0.14 | 1.36 | 2.29 | 1.90 | 0.39 | 1.38 | 1.56 | -1.21 | 0.68 |
| Standard Deviation(%) | NA | 6.44 | 6.89 | 6.72 | 6.89 | NA | NA | 9.31 | 7.43 | 7.43 | 6.05 | 9.34 | 5.13 | 12.26 | 4.08 | 5.59 | 2.66 | 6.06 | 6.73 | 4.93 | 5.43 | 5.52 | 9.51 | 7.61 | 15.11 | 23.16 | 10.47 |
| Draw Down(%) | NA | 5.05 | 9.42 | 16.09 | 16.09 | NA | NA | 40.15 | 5.05 | 6.93 | 5.44 | 14.81 | 2.20 | 15.05 | 1.96 | 7.19 | 0.93 | 4.09 | 6.84 | 3.51 | 4.85 | 4.08 | 7.88 | 5.68 | 16.71 | 36.34 | 6.73 |
| Yield(%) | 0.00 | 5.32 | 3.81 | 3.20 | 3.60 | 4.72 | 3.54 | 3.94 | 0.00 | 5.56 | 3.22 | 2.45 | 1.88 | 2.78 | 4.12 | 3.82 | 2.96 | 3.11 | 4.62 | 5.00 | 5.92 | 4.39 | 5.06 | 4.81 | 3.51 | 4.33 | 2.03 |
Data as of 07/03/2025, AR inception is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) |
-3.26%
Jun 2007 - Jun 2010 |
1.41%
May 2007 - May 2012 |
3.85%
Oct 2013 - Oct 2023 |
3.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) |
18.45%
Feb 2009 - Feb 2012 |
14.98%
Feb 2009 - Feb 2014 |
9.69%
Feb 2009 - Feb 2019 |
7.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart