Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5) | 8.77% | 22.04% | 18.05% | 7.28% | 10.40% | 10.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGTX (AMERICAN FUNDS 2040 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 (%) | 0.08 | 22.04 | 18.05 | 7.28 | 10.40 | 10.03 | NA | … | … | 8.77 | 19.47 | 14.67 | 19.32 | -21.69 | 12.08 | 15.90 | 24.32 | -5.56 | 21.93 | 8.11 | 0.53 | 6.90 | 26.51 | 16.72 | -2.31 | 13.59 | 31.76 | -35.36 | 11.14 |
| Sharpe Ratio | NA | 2.05 | 1.31 | 0.36 | 0.62 | NA | NA | … | … | 1.70 | 1.23 | 1.08 | 1.52 | -1.17 | 1.05 | 0.59 | 2.31 | -0.53 | 3.89 | 0.67 | 0.04 | 0.71 | 2.78 | 1.50 | -0.12 | 0.87 | 1.47 | -1.14 | 0.74 |
| Standard Deviation(%) | NA | 10.31 | 11.63 | 13.55 | 14.31 | NA | NA | … | … | 12.33 | 13.52 | 10.21 | 10.40 | 19.82 | 11.43 | 26.47 | 9.89 | 13.14 | 5.49 | 11.82 | 12.50 | 9.66 | 9.54 | 11.24 | 20.07 | 15.46 | 21.51 | 31.75 | 13.95 |
| Draw Down(%) | NA | 8.39 | 13.50 | 27.86 | 28.48 | NA | NA | … | … | 8.39 | 13.50 | 5.99 | 9.31 | 24.54 | 4.82 | 28.48 | 5.17 | 15.61 | 1.91 | 9.86 | 11.34 | 7.09 | 6.52 | 8.97 | 18.45 | 12.11 | 21.20 | 45.45 | 8.82 |
| Yield(%) | 0.00 | 6.49 | 5.20 | 3.05 | 4.41 | 5.25 | 4.38 | … | … | 0.00 | 6.91 | 4.16 | 3.20 | 1.05 | 1.13 | 1.15 | 5.38 | 4.63 | 3.13 | 4.05 | 5.12 | 4.28 | 2.85 | 3.07 | 2.34 | 3.08 | 2.90 | 3.07 | 1.60 |
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 |
|---|---|---|---|---|
| REGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.62%
Jun 2007 – Jun 2010 |
-0.06%
May 2007 – May 2012 |
6.16%
May 2007 – May 2017 |
5.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5) |
22.63%
Feb 2009 – Feb 2012 |
20.53%
Feb 2009 – Feb 2014 |
13.83%
Feb 2009 – Feb 2019 |
11.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart