Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5) | 5.05% | 13.92% | 12.12% | 4.58% | 7.20% | 7.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 06/04/2026 |
| 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 (%) | 0.06 | 13.92 | 12.12 | 4.58 | 7.20 | 7.73 | NA | … | … | 5.05 | 14.49 | 9.26 | 11.93 | -14.28 | 5.93 | 11.55 | 17.74 | -3.44 | 15.22 | 7.21 | 0.18 | 6.61 | 23.76 | 15.50 | -1.00 | 12.46 | 29.74 | -34.48 | 10.65 |
| Sharpe Ratio | NA | 2.05 | 1.33 | 0.26 | 0.62 | NA | NA | … | … | 1.44 | 1.60 | 0.91 | 1.18 | -1.27 | 0.74 | 0.67 | 2.62 | -0.56 | 3.90 | 0.81 | 0.02 | 0.82 | 2.71 | 1.53 | -0.06 | 0.89 | 1.47 | -1.17 | 0.72 |
| Standard Deviation(%) | NA | 6.04 | 6.93 | 8.47 | 9.10 | NA | NA | … | … | 7.36 | 7.30 | 6.20 | 7.09 | 12.39 | 8.00 | 16.85 | 6.21 | 8.68 | 3.75 | 8.59 | 9.30 | 8.08 | 8.77 | 10.20 | 18.11 | 13.94 | 20.18 | 30.32 | 13.49 |
| Draw Down(%) | NA | 5.30 | 6.70 | 22.62 | 22.62 | NA | NA | … | … | 5.30 | 6.46 | 3.21 | 6.70 | 18.80 | 4.70 | 19.23 | 3.20 | 10.54 | 1.21 | 6.46 | 8.58 | 5.63 | 6.25 | 7.98 | 16.28 | 11.11 | 20.44 | 44.41 | 8.58 |
| Yield(%) | 0.00 | 7.64 | 5.98 | 3.74 | 4.33 | 5.10 | 4.21 | … | … | 0.00 | 8.07 | 5.65 | 3.59 | 2.04 | 1.42 | 2.10 | 4.46 | 3.98 | 2.92 | 3.55 | 5.74 | 3.99 | 2.80 | 3.42 | 2.79 | 3.14 | 3.22 | 3.52 | 1.61 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| REDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.53%
Jun 2007 – Jun 2010 |
-0.06%
May 2007 – May 2012 |
4.76%
Oct 2013 – Oct 2023 |
4.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5) |
21.58%
Feb 2009 – Feb 2012 |
19.31%
Feb 2009 – Feb 2014 |
12.37%
Feb 2009 – Feb 2019 |
9.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart