Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6) | 4.21% | 14.20% | 13.16% | 4.92% | 8.07% | 8.47% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 14.20 | 13.16 | 4.92 | 8.07 | 8.47 | NA | … | … | 4.21 | 15.73 | 10.86 | 14.53 | -16.66 | 7.30 | 12.69 | 20.06 | -4.16 | 18.40 | 7.71 | 0.47 | 7.06 | 25.64 | 16.48 | -1.83 | 13.71 | 24.86 |
| Sharpe Ratio | NA | 2.01 | 1.31 | 0.28 | 0.62 | NA | NA | … | … | 1.48 | 1.42 | 0.97 | 1.36 | -1.24 | 0.79 | 0.62 | 2.47 | -0.53 | 3.90 | 0.72 | 0.04 | 0.78 | 2.74 | 1.54 | -0.10 | 0.92 | 2.59 |
| Standard Deviation(%) | NA | 7.23 | 8.32 | 10.02 | 10.85 | NA | NA | … | … | 8.70 | 9.12 | 7.48 | 8.04 | 14.65 | 9.26 | 20.10 | 7.52 | 10.46 | 4.57 | 10.39 | 11.30 | 9.01 | 9.36 | 10.78 | 19.32 | 14.86 | 15.23 |
| Draw Down(%) | NA | 6.08 | 8.68 | 24.87 | 24.87 | NA | NA | … | … | 6.08 | 8.68 | 3.71 | 7.55 | 20.76 | 5.23 | 22.29 | 3.85 | 12.52 | 1.43 | 8.44 | 10.35 | 6.55 | 6.52 | 8.62 | 17.69 | 11.42 | 5.83 |
| Yield(%) | 0.00 | 6.81 | 5.25 | 3.27 | 4.30 | 5.18 | 5.76 | … | … | 0.00 | 7.19 | 4.34 | 3.34 | 1.74 | 1.38 | 1.85 | 4.91 | 4.37 | 3.16 | 3.95 | 5.55 | 4.46 | 2.91 | 3.66 | 2.63 | 3.00 | 2.86 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RFETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.61%
Apr 2021 – Apr 2024 |
2.87%
Sep 2017 – Sep 2022 |
5.42%
Oct 2013 – Oct 2023 |
8.02%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6) |
18.30%
Sep 2011 – Sep 2014 |
15.86%
Jun 2009 – Jun 2014 |
11.69%
Sep 2011 – Sep 2021 |
9.32%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart