Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6) | 6.90% | 18.08% | 15.60% | 6.20% | 9.51% | 9.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFFTX (AMERICAN FUNDS 2035 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 (%) | 0.04 | 18.08 | 15.60 | 6.20 | 9.51 | 9.43 | NA | … | … | 6.90 | 17.18 | 12.73 | 16.91 | -19.43 | 10.73 | 14.62 | 23.30 | -5.14 | 21.04 | 8.00 | 0.60 | 7.02 | 25.97 | 16.65 | -2.14 | 13.30 | 25.05 |
| Sharpe Ratio | NA | 2.00 | 1.33 | 0.33 | 0.62 | NA | NA | … | … | 1.55 | 1.32 | 1.06 | 1.46 | -1.20 | 1.02 | 0.58 | 2.35 | -0.53 | 3.91 | 0.68 | 0.05 | 0.73 | 2.75 | 1.52 | -0.11 | 0.86 | 2.55 |
| Standard Deviation(%) | NA | 8.45 | 9.64 | 11.65 | 12.89 | NA | NA | … | … | 10.15 | 10.85 | 8.56 | 9.14 | 17.41 | 10.47 | 24.50 | 9.28 | 12.42 | 5.23 | 11.49 | 12.24 | 9.55 | 9.44 | 10.98 | 19.66 | 15.33 | 15.56 |
| Draw Down(%) | NA | 6.95 | 10.56 | 26.29 | 26.62 | NA | NA | … | … | 6.95 | 10.56 | 4.40 | 8.39 | 22.88 | 4.42 | 26.62 | 4.81 | 14.77 | 1.75 | 9.56 | 11.14 | 6.99 | 6.61 | 8.87 | 18.07 | 12.02 | 5.98 |
| Yield(%) | 0.00 | 6.51 | 5.41 | 3.28 | 4.53 | 5.36 | 5.94 | … | … | 0.00 | 6.91 | 4.95 | 3.31 | 1.42 | 1.30 | 1.43 | 5.34 | 4.60 | 3.12 | 4.03 | 5.65 | 4.10 | 2.77 | 3.41 | 2.46 | 3.20 | 2.88 |
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 |
|---|---|---|---|---|
| RFFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.09%
Apr 2021 – Apr 2024 |
3.65%
Dec 2017 – Dec 2022 |
6.15%
Oct 2013 – Oct 2023 |
8.71%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6) |
18.50%
Sep 2011 – Sep 2014 |
15.88%
Jun 2009 – Jun 2014 |
12.57%
Sep 2011 – Sep 2021 |
10.07%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart