Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6) | 8.96% | 11.58% | 10.75% | 6.15% | 6.91% | 8.98% | NA | 9.79% |
Data as of 07/17/2025, AR inception 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 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 11.58 | 10.75 | 6.15 | 6.91 | 8.98 | NA | 9.79 | 8.96 | 6.60 | 13.73 | -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 | 0.86 | 0.74 | 0.41 | 0.50 | NA | NA | 0.73 | 1.30 | 0.00 | 1.19 | -1.24 | 0.79 | 0.62 | 2.48 | -0.52 | 3.90 | 0.72 | 0.04 | 0.78 | 2.74 | 1.54 | -0.10 | 0.92 | 2.59 |
| Standard Deviation(%) | NA | 9.78 | 9.89 | 10.39 | 11.26 | NA | NA | 12.04 | 11.19 | 8.44 | 8.06 | 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 | 8.68 | 12.10 | 24.87 | 24.87 | NA | NA | 24.87 | 8.68 | 6.34 | 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 | 3.98 | 3.06 | 2.43 | 3.57 | 5.15 | 4.78 | 5.97 | 0.00 | 4.34 | 2.56 | 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 07/17/2025, AR inception 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) |
-0.84%
Apr 2021 - Apr 2024 |
2.87%
Sep 2017 - Sep 2022 |
5.42%
Oct 2013 - Oct 2023 |
8.01%
Apr 2010 - Apr 2025 |
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 |
9.27%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart