Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| REITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5) | 7.51% | 5.39% | 7.80% | 9.40% | 8.92% | 7.69% | 9.62% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 02/27/2007.
AR inception is since 02/27/2007.
| 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 (%) | 1.80 | 7.80 | 9.40 | 8.92 | 7.69 | 9.62 | NA | 7.51 | 5.39 | 11.48 | 19.41 | -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 | 0.08 | 0.29 | 0.43 | 0.39 | NA | NA | 0.38 | 0.52 | 0.42 | 1.38 | -1.18 | 1.11 | 0.59 | 2.28 | -0.51 | 3.94 | 0.67 | 0.05 | 0.72 | 2.78 | 1.50 | -0.12 | 0.86 | 1.48 | -1.15 | 0.75 |
| Standard Deviation(%) | NA | 15.92 | 15.39 | 15.27 | 15.36 | NA | NA | 16.56 | 20.81 | 11.53 | 11.09 | 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 | 16.41 | 16.41 | 29.05 | 29.30 | NA | NA | 49.89 | 14.89 | 6.71 | 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 | 0.00 | 0.87 | 1.09 | 2.76 | 4.29 | 3.10 | 3.45 | 0.00 | 0.00 | 1.79 | 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 |
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 |
11.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart