Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6) | 5.07% | 13.97% | 12.18% | 4.62% | 7.26% | 7.78% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 13.97 | 12.18 | 4.62 | 7.26 | 7.78 | NA | … | … | 5.07 | 14.54 | 9.35 | 11.95 | -14.27 | 6.00 | 11.56 | 17.85 | -3.47 | 15.33 | 7.37 | 0.13 | 6.67 | 23.76 | 15.58 | -0.97 | 13.24 | 23.63 |
| Sharpe Ratio | NA | 2.08 | 1.34 | 0.26 | 0.63 | NA | NA | … | … | 1.47 | 1.60 | 0.92 | 1.18 | -1.27 | 0.74 | 0.67 | 2.63 | -0.57 | 3.93 | 0.84 | 0.01 | 0.83 | 2.70 | 1.54 | -0.06 | 0.95 | 2.56 |
| Standard Deviation(%) | NA | 5.99 | 6.94 | 8.47 | 9.10 | NA | NA | … | … | 7.27 | 7.30 | 6.25 | 7.12 | 12.37 | 8.03 | 16.82 | 6.23 | 8.62 | 3.75 | 8.56 | 9.35 | 8.06 | 8.78 | 10.19 | 18.09 | 13.90 | 14.58 |
| Draw Down(%) | NA | 5.32 | 6.73 | 22.59 | 22.59 | NA | NA | … | … | 5.32 | 6.42 | 3.22 | 6.73 | 18.80 | 4.73 | 19.16 | 3.14 | 10.50 | 1.21 | 6.40 | 8.60 | 5.64 | 6.35 | 8.00 | 16.23 | 10.69 | 5.45 |
| Yield(%) | 0.00 | 7.72 | 6.06 | 3.80 | 4.41 | 5.18 | 5.69 | … | … | 0.00 | 8.16 | 5.73 | 3.65 | 2.09 | 1.47 | 2.15 | 4.53 | 4.05 | 3.00 | 3.60 | 5.79 | 4.04 | 2.86 | 3.47 | 2.83 | 3.71 | 3.08 |
Data as of 06/04/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.75%
Apr 2021 – Apr 2024 |
2.53%
Sep 2017 – Sep 2022 |
4.82%
Oct 2013 – Oct 2023 |
7.33%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6) |
17.27%
Sep 2011 – Sep 2014 |
15.23%
Jun 2009 – Jun 2014 |
10.66%
Sep 2011 – Sep 2021 |
8.59%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart