Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5) | 9.80% | 23.92% | 18.99% | 7.68% | 10.74% | 10.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REHTX (AMERICAN FUNDS 2045 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 | 23.92 | 18.99 | 7.68 | 10.74 | 10.27 | NA | … | … | 9.80 | 20.33 | 15.16 | 20.07 | -22.70 | 12.77 | 16.26 | 24.67 | -5.62 | 22.29 | 8.20 | 0.59 | 7.03 | 26.58 | 16.70 | -2.32 | 13.54 | 32.03 | -35.45 | 11.17 |
| Sharpe Ratio | NA | 2.07 | 1.31 | 0.37 | 0.62 | NA | NA | … | … | 1.77 | 1.21 | 1.07 | 1.53 | -1.17 | 1.09 | 0.59 | 2.29 | -0.52 | 3.90 | 0.67 | 0.04 | 0.72 | 2.77 | 1.49 | -0.12 | 0.87 | 1.48 | -1.15 | 0.74 |
| Standard Deviation(%) | NA | 11.16 | 12.38 | 14.25 | 14.80 | NA | NA | … | … | 13.44 | 14.45 | 10.77 | 10.81 | 20.68 | 11.72 | 26.95 | 10.12 | 13.45 | 5.57 | 12.01 | 12.64 | 9.74 | 9.59 | 11.25 | 20.06 | 15.43 | 21.61 | 31.70 | 13.98 |
| Draw Down(%) | NA | 9.16 | 14.49 | 28.43 | 28.94 | NA | NA | … | … | 9.16 | 14.49 | 6.46 | 9.67 | 25.26 | 5.04 | 28.94 | 5.32 | 15.94 | 1.89 | 10.09 | 11.49 | 7.16 | 6.61 | 8.98 | 18.49 | 11.96 | 21.25 | 45.51 | 8.82 |
| Yield(%) | 0.00 | 6.42 | 5.14 | 2.97 | 4.35 | 5.15 | 4.32 | … | … | 0.00 | 6.84 | 4.03 | 3.15 | 0.87 | 1.08 | 1.07 | 5.31 | 4.54 | 3.02 | 3.95 | 4.77 | 3.92 | 2.58 | 3.14 | 2.23 | 3.89 | 2.80 | 2.85 | 1.52 |
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 |
|---|---|---|---|---|
| REHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.63%
Jun 2007 – Jun 2010 |
-0.04%
May 2007 – May 2012 |
6.21%
May 2007 – May 2017 |
5.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5) |
22.61%
Feb 2009 – Feb 2012 |
20.52%
Feb 2009 – Feb 2014 |
13.89%
Feb 2009 – Feb 2019 |
11.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart