Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REMTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5) | 10.59% | 25.48% | 19.73% | 9.91% | 12.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REMTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 25.48 | 19.73 | 9.91 | 12.22 | NA | NA | … | … | 10.59 | 15.29 | 15.64 | 21.51 | -19.70 | 17.19 | 19.33 | 24.96 | -5.68 | 22.54 | 8.29 | -2.51 |
| Sharpe Ratio | NA | 2.06 | 1.29 | 0.51 | 0.71 | NA | NA | … | … | 1.78 | 0.78 | 1.06 | 1.59 | -1.01 | 1.46 | 0.69 | 2.27 | -0.52 | 3.82 | 0.67 | -0.26 |
| Standard Deviation(%) | NA | 12.01 | 13.13 | 14.75 | 15.19 | NA | NA | … | … | 14.56 | 16.31 | 11.32 | 11.33 | 20.97 | 11.80 | 27.44 | 10.33 | 13.70 | 5.76 | 12.00 | 12.92 |
| Draw Down(%) | NA | 9.82 | 15.48 | 27.35 | 29.34 | NA | NA | … | … | 9.82 | 15.48 | 7.04 | 10.03 | 26.65 | 5.28 | 29.34 | 5.43 | 16.10 | 1.96 | 10.04 | 11.45 |
| Yield(%) | 0.00 | 5.94 | 4.76 | 4.17 | 5.37 | 3.65 | 2.74 | … | … | 0.00 | 6.32 | 3.74 | 2.80 | 4.84 | 4.24 | 3.20 | 4.23 | 3.36 | 2.06 | 2.70 | 0.76 |
Data as of 06/04/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REMTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5) |
3.12%
Apr 2021 – Apr 2024 |
5.06%
Sep 2017 – Sep 2022 |
8.96%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REMTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5) |
21.35%
Sep 2022 – Sep 2025 |
15.52%
Oct 2016 – Oct 2021 |
12.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart