Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5) | 7.24% | 21.65% | 18.43% | 7.17% | 10.57% | 10.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/23/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 21.65 | 18.43 | 7.17 | 10.57 | 10.15 | NA | … | … | 7.24 | 20.69 | 15.51 | 21.33 | -24.28 | 13.29 | 16.68 | 24.92 | -5.66 | 22.52 | 8.35 | 0.52 | 6.98 | 26.46 | 16.72 | -2.33 | 16.33 |
| Sharpe Ratio | NA | 1.55 | 1.16 | 0.31 | 0.59 | NA | NA | … | … | 1.02 | 1.17 | 1.06 | 1.59 | -1.19 | 1.11 | 0.59 | 2.27 | -0.52 | 3.91 | 0.68 | 0.04 | 0.72 | 2.78 | 1.50 | -0.12 | 1.23 |
| Standard Deviation(%) | NA | 12.27 | 13.11 | 14.95 | 15.29 | NA | NA | … | … | 14.88 | 15.24 | 11.26 | 11.21 | 21.59 | 11.99 | 27.50 | 10.32 | 13.67 | 5.61 | 12.02 | 12.71 | 9.71 | 9.52 | 11.23 | 20.15 | 15.50 |
| Draw Down(%) | NA | 9.72 | 15.33 | 29.58 | 29.58 | NA | NA | … | … | 9.72 | 15.33 | 7.00 | 9.94 | 26.44 | 5.28 | 29.32 | 5.40 | 16.09 | 1.94 | 10.07 | 11.55 | 7.20 | 6.59 | 9.00 | 18.50 | 12.13 |
| Yield(%) | 0.00 | 6.30 | 4.99 | 2.82 | 4.15 | 4.94 | 4.48 | … | … | 0.00 | 6.70 | 3.89 | 2.92 | 0.65 | 1.02 | 0.98 | 4.96 | 4.21 | 2.84 | 3.64 | 4.13 | 3.60 | 2.69 | 2.88 | 3.02 | 2.59 |
Data as of 06/05/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5) |
-0.08%
Apr 2021 – Apr 2024 |
3.36%
Dec 2017 – Dec 2022 |
6.38%
Oct 2013 – Oct 2023 |
9.04%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5) |
20.41%
May 2023 – May 2026 |
15.01%
Oct 2016 – Oct 2021 |
13.23%
Sep 2011 – Sep 2021 |
10.64%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart