Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6) | 11.53% | 16.84% | 11.71% | 8.37% | 8.71% | 10.04% | NA | 10.94% |
Data as of 07/30/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 07/30/2025 |
| 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 (%) | -0.61 | 16.84 | 11.71 | 8.37 | 8.71 | 10.04 | NA | 10.94 | 11.53 | 10.66 | 18.10 | -21.68 | 12.19 | 15.89 | 24.40 | -5.52 | 21.97 | 8.17 | 0.58 | 6.97 | 26.65 | 16.71 | -2.28 | 13.18 | 25.33 |
| Sharpe Ratio | NA | 1.09 | 0.72 | 0.48 | 0.51 | NA | NA | 0.70 | 1.24 | 0.37 | 1.34 | -1.17 | 1.06 | 0.59 | 2.33 | -0.52 | 3.93 | 0.68 | 0.04 | 0.72 | 2.77 | 1.49 | -0.12 | 0.84 | 2.55 |
| Standard Deviation(%) | NA | 14.19 | 13.39 | 13.90 | 14.55 | NA | NA | 14.25 | 16.15 | 10.85 | 10.45 | 19.84 | 11.44 | 26.43 | 9.87 | 13.12 | 5.46 | 11.78 | 12.44 | 9.66 | 9.60 | 11.26 | 20.06 | 15.50 | 15.79 |
| Draw Down(%) | NA | 13.48 | 13.96 | 27.86 | 28.52 | NA | NA | 28.52 | 13.48 | 6.67 | 9.30 | 24.54 | 4.84 | 28.52 | 5.13 | 15.59 | 1.85 | 9.81 | 11.37 | 7.11 | 6.53 | 9.00 | 18.41 | 12.33 | 5.97 |
| Yield(%) | 0.00 | 3.84 | 2.54 | 2.10 | 3.57 | 5.00 | 4.74 | 5.93 | 0.00 | 4.24 | 2.06 | 1.10 | 1.20 | 1.21 | 5.46 | 4.70 | 3.19 | 4.10 | 5.18 | 4.33 | 2.89 | 3.12 | 2.39 | 2.79 | 2.76 |
Data as of 07/30/2025, 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 |
|---|---|---|---|---|
| RFGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.22%
Apr 2021 - Apr 2024 |
3.66%
Dec 2017 - Dec 2022 |
6.38%
Oct 2013 - Oct 2023 |
8.94%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6) |
18.76%
Sep 2011 - Sep 2014 |
16.03%
Jun 2009 - Jun 2014 |
13.02%
Sep 2011 - Sep 2021 |
10.45%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart