Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) | 3.00% | 10.65% | 10.12% | 4.47% | 5.92% | 6.16% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 10.65 | 10.12 | 4.47 | 5.92 | 6.16 | NA | … | … | 3.00 | 13.03 | 8.16 | 8.68 | -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 | 2.05 | 1.29 | 0.34 | 0.66 | NA | NA | … | … | 1.34 | 1.70 | 0.85 | 0.84 | -1.24 | 1.34 | 0.61 | 3.04 | -0.71 | 3.64 | 1.18 | -0.14 | 1.36 | 2.29 | 1.90 | 0.39 | 1.38 | 1.56 | -1.22 | 0.66 |
| Standard Deviation(%) | NA | 4.80 | 5.79 | 6.57 | 6.72 | NA | NA | … | … | 5.76 | 5.99 | 5.33 | 6.01 | 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 | 4.46 | 5.44 | 16.09 | 16.09 | NA | NA | … | … | 4.46 | 5.05 | 2.74 | 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 | 7.10 | 5.79 | 3.93 | 4.11 | 4.67 | 4.02 | … | … | 0.00 | 7.47 | 5.56 | 3.96 | 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 06/05/2026, Common starting date 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 |
7.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart