Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6) | 8.77% | 22.05% | 18.12% | 7.33% | 10.45% | 10.09% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 (%) | 0.08 | 22.05 | 18.12 | 7.33 | 10.45 | 10.09 | NA | … | … | 8.77 | 19.52 | 14.80 | 19.34 | -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 | 2.05 | 1.32 | 0.36 | 0.63 | NA | NA | … | … | 1.70 | 1.23 | 1.10 | 1.52 | -1.17 | 1.06 | 0.59 | 2.32 | -0.53 | 3.92 | 0.68 | 0.04 | 0.72 | 2.77 | 1.49 | -0.12 | 0.84 | 2.55 |
| Standard Deviation(%) | NA | 10.32 | 11.63 | 13.57 | 14.30 | NA | NA | … | … | 12.31 | 13.53 | 10.21 | 10.41 | 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 | 8.39 | 13.48 | 27.86 | 28.52 | NA | NA | … | … | 8.39 | 13.48 | 5.97 | 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 | 6.57 | 5.28 | 3.11 | 4.50 | 5.34 | 5.92 | … | … | 0.00 | 6.99 | 4.24 | 3.27 | 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 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 |
|---|---|---|---|---|
| RFGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6) |
0.13%
Apr 2021 – Apr 2024 |
3.66%
Dec 2017 – Dec 2022 |
6.38%
Oct 2013 – Oct 2023 |
9.02%
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) |
18.89%
May 2023 – May 2026 |
16.03%
Jun 2009 – Jun 2014 |
13.02%
Sep 2011 – Sep 2021 |
10.53%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart