Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) | 8.98% | 12.16% | 10.70% | 5.99% | 6.87% | 8.94% | NA | 6.93% |
Data as of 07/18/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 07/18/2025 |
| 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 (%) | 0.16 | 12.16 | 10.70 | 5.99 | 6.87 | 8.94 | NA | 6.93 | 8.98 | 6.63 | 13.59 | -16.63 | 7.22 | 12.64 | 20.07 | -4.26 | 18.34 | 7.64 | 0.50 | 7.00 | 25.50 | 16.50 | -1.86 | 13.06 | 31.21 | -34.99 | 10.94 |
| Sharpe Ratio | NA | 0.85 | 0.73 | 0.41 | 0.50 | NA | NA | 0.41 | 1.30 | 0.00 | 1.17 | -1.24 | 0.78 | 0.62 | 2.50 | -0.54 | 3.93 | 0.72 | 0.04 | 0.77 | 2.72 | 1.52 | -0.10 | 0.87 | 1.48 | -1.15 | 0.74 |
| Standard Deviation(%) | NA | 9.76 | 9.87 | 10.37 | 11.23 | NA | NA | 14.32 | 11.18 | 8.32 | 8.06 | 14.61 | 9.25 | 20.06 | 7.47 | 10.42 | 4.52 | 10.39 | 11.26 | 9.02 | 9.35 | 10.91 | 19.29 | 14.94 | 21.04 | 31.03 | 13.71 |
| Draw Down(%) | NA | 8.63 | 12.17 | 24.90 | 24.90 | NA | NA | 49.27 | 8.63 | 6.31 | 7.57 | 20.78 | 5.20 | 22.32 | 3.83 | 12.61 | 1.42 | 8.41 | 10.39 | 6.60 | 6.49 | 8.59 | 17.64 | 11.93 | 20.76 | 44.98 | 8.66 |
| Yield(%) | 0.00 | 3.93 | 2.99 | 2.35 | 3.51 | 5.06 | 3.56 | 3.96 | 0.00 | 4.26 | 2.48 | 1.68 | 1.32 | 1.78 | 4.83 | 4.30 | 3.08 | 3.91 | 5.47 | 4.41 | 2.86 | 3.60 | 2.58 | 2.44 | 3.00 | 3.23 | 1.60 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.57%
Jun 2007 - Jun 2010 |
0.01%
May 2007 - May 2012 |
5.37%
Oct 2013 - Oct 2023 |
4.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) |
22.22%
Feb 2009 - Feb 2012 |
20.10%
Feb 2009 - Feb 2014 |
13.19%
Feb 2009 - Feb 2019 |
10.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart