Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5) | 10.55% | 14.79% | 10.67% | 7.49% | 8.14% | 9.54% | NA | 7.60% |
Data as of 07/28/2025, AR inception is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 07/28/2025 |
| 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 (%) | 0.47 | 14.79 | 10.67 | 7.49 | 8.14 | 9.54 | NA | 7.60 | 10.55 | 7.95 | 15.81 | -19.45 | 10.63 | 14.64 | 23.22 | -5.24 | 21.07 | 7.93 | 0.46 | 7.04 | 25.95 | 16.54 | -2.16 | 13.60 | 31.83 | -35.43 | 11.22 |
| Sharpe Ratio | NA | 1.14 | 0.71 | 0.46 | 0.51 | NA | NA | 0.42 | 1.34 | 0.14 | 1.27 | -1.20 | 1.01 | 0.58 | 2.38 | -0.53 | 3.92 | 0.67 | 0.04 | 0.74 | 2.76 | 1.51 | -0.11 | 0.88 | 1.49 | -1.15 | 0.75 |
| Standard Deviation(%) | NA | 11.40 | 11.40 | 12.13 | 13.27 | NA | NA | 15.40 | 12.89 | 9.58 | 9.20 | 17.47 | 10.46 | 24.54 | 9.15 | 12.48 | 5.23 | 11.45 | 12.19 | 9.53 | 9.39 | 11.05 | 19.73 | 15.28 | 21.36 | 31.52 | 13.91 |
| Draw Down(%) | NA | 10.56 | 13.15 | 26.32 | 26.69 | NA | NA | 49.77 | 10.56 | 6.95 | 8.40 | 22.93 | 4.45 | 26.69 | 4.79 | 14.84 | 1.81 | 9.53 | 11.11 | 6.97 | 6.60 | 8.84 | 18.12 | 11.66 | 21.11 | 45.41 | 8.82 |
| Yield(%) | 0.00 | 4.46 | 2.91 | 2.35 | 3.69 | 5.05 | 3.66 | 4.07 | 0.00 | 4.87 | 2.24 | 1.36 | 1.24 | 1.38 | 5.25 | 4.53 | 3.05 | 3.97 | 5.57 | 4.04 | 2.72 | 3.35 | 2.42 | 3.51 | 3.02 | 3.24 | 1.57 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| REFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.56%
Jun 2007 - Jun 2010 |
-0.03%
May 2007 - May 2012 |
6.08%
May 2007 - May 2017 |
5.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5) |
22.53%
Feb 2009 - Feb 2012 |
20.37%
Feb 2009 - Feb 2014 |
13.64%
Feb 2009 - Feb 2019 |
11.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart