Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) | 8.58% | 11.38% | 7.55% | 4.79% | 5.68% | 7.14% | NA | 5.68% |
Data as of 07/29/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 07/29/2025 |
| 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 (%) | 0.07 | 11.38 | 7.55 | 4.79 | 5.68 | 7.14 | NA | 5.68 | 8.58 | 3.36 | 9.72 | -12.34 | 5.45 | 8.77 | 15.56 | -2.73 | 12.86 | 6.99 | 0.15 | 6.68 | 18.61 | 13.03 | 1.06 | 11.10 | 27.28 | -32.28 | 10.15 |
| Sharpe Ratio | NA | 1.27 | 0.65 | 0.37 | 0.53 | NA | NA | 0.40 | 1.62 | -0.41 | 0.82 | -1.26 | 0.77 | 0.59 | 2.88 | -0.58 | 3.74 | 0.93 | 0.01 | 1.03 | 2.52 | 1.58 | 0.07 | 0.97 | 1.47 | -1.17 | 0.73 |
| Standard Deviation(%) | NA | 7.41 | 7.76 | 7.92 | 8.18 | NA | NA | 11.62 | 8.32 | 7.89 | 6.70 | 10.92 | 7.04 | 14.31 | 4.92 | 7.01 | 3.28 | 7.30 | 8.03 | 6.48 | 7.38 | 8.28 | 14.49 | 11.31 | 18.53 | 28.29 | 12.64 |
| Draw Down(%) | NA | 6.07 | 10.44 | 20.50 | 20.50 | NA | NA | 46.02 | 6.07 | 7.27 | 6.29 | 17.04 | 4.30 | 17.13 | 2.45 | 8.56 | 1.05 | 5.04 | 7.48 | 4.49 | 5.56 | 6.42 | 12.76 | 9.08 | 19.29 | 41.92 | 7.99 |
| Yield(%) | 0.00 | 5.28 | 3.69 | 3.03 | 3.66 | 4.66 | 3.44 | 3.82 | 0.00 | 5.63 | 3.12 | 2.38 | 1.70 | 2.66 | 4.68 | 4.12 | 3.03 | 3.42 | 4.22 | 3.97 | 2.97 | 3.53 | 3.14 | 3.86 | 3.29 | 3.69 | 1.64 |
Data as of 07/29/2025, 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 |
|---|---|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) |
-5.57%
Jun 2007 - Jun 2010 |
0.28%
May 2007 - May 2012 |
4.15%
Oct 2013 - Oct 2023 |
3.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) |
20.12%
Feb 2009 - Feb 2012 |
17.30%
Feb 2009 - Feb 2014 |
11.16%
Feb 2009 - Feb 2019 |
8.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart