Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5) | 10.03% | 24.31% | 19.24% | 7.68% | 10.82% | 10.32% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REITX (AMERICAN FUNDS 2050 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 | 24.31 | 19.24 | 7.68 | 10.82 | 10.32 | NA | … | … | 10.03 | 20.41 | 15.38 | 20.68 | -23.69 | 13.20 | 16.52 | 24.98 | -5.71 | 22.56 | 8.27 | 0.60 | 7.05 | 26.53 | 16.75 | -2.42 | 13.47 | 32.04 | -35.52 | 11.22 |
| Sharpe Ratio | NA | 2.04 | 1.30 | 0.36 | 0.62 | NA | NA | … | … | 1.75 | 1.19 | 1.07 | 1.56 | -1.18 | 1.11 | 0.59 | 2.27 | -0.52 | 3.93 | 0.67 | 0.05 | 0.72 | 2.78 | 1.50 | -0.12 | 0.86 | 1.48 | -1.15 | 0.74 |
| Standard Deviation(%) | NA | 11.52 | 12.68 | 14.61 | 15.12 | NA | NA | … | … | 13.94 | 14.81 | 11.00 | 11.05 | 21.29 | 11.90 | 27.49 | 10.35 | 13.70 | 5.59 | 12.06 | 12.61 | 9.74 | 9.54 | 11.24 | 20.02 | 15.48 | 21.58 | 31.72 | 13.95 |
| Draw Down(%) | NA | 9.45 | 14.89 | 29.05 | 29.30 | NA | NA | … | … | 9.45 | 14.89 | 6.70 | 9.80 | 25.94 | 5.19 | 29.30 | 5.43 | 16.09 | 1.93 | 10.08 | 11.52 | 7.15 | 6.56 | 9.05 | 18.44 | 12.08 | 21.21 | 45.55 | 8.82 |
| Yield(%) | 0.00 | 6.39 | 5.10 | 2.92 | 4.32 | 5.14 | 4.31 | … | … | 0.00 | 6.81 | 4.00 | 3.04 | 0.77 | 1.11 | 0.98 | 5.26 | 4.48 | 3.07 | 3.99 | 4.88 | 4.20 | 2.67 | 3.03 | 2.33 | 4.14 | 3.41 | 3.37 | 1.67 |
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 |
|---|---|---|---|---|
| REITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.69%
Jun 2007 – Jun 2010 |
-0.06%
May 2007 – May 2012 |
6.20%
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 |
|---|---|---|---|---|
| REITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5) |
22.56%
Feb 2009 – Feb 2012 |
20.49%
Feb 2009 – Feb 2014 |
13.91%
Feb 2009 – Feb 2019 |
11.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart