Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) | 1.65% | 10.01% | 7.01% | 9.10% | 7.53% | 8.95% | NA | 10.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 05/04/2009.
AR inception is since 05/04/2009.
| 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 (%) | 2.81 | 10.01 | 7.01 | 9.10 | 7.53 | 8.95 | NA | 10.96 | 1.65 | 12.76 | 18.87 | -22.70 | 12.83 | 16.32 | 24.68 | -5.58 | 22.44 | 8.28 | 0.64 | 7.09 | 26.51 | 16.80 | -2.28 | 13.17 | 25.30 |
| Sharpe Ratio | NA | 0.24 | 0.17 | 0.44 | 0.39 | NA | NA | 0.63 | 0.10 | 0.57 | 1.36 | -1.17 | 1.09 | 0.59 | 2.31 | -0.51 | 3.95 | 0.67 | 0.05 | 0.72 | 2.76 | 1.50 | -0.12 | 0.84 | 2.55 |
| Standard Deviation(%) | NA | 15.22 | 15.20 | 14.88 | 15.03 | NA | NA | 14.63 | 21.06 | 10.91 | 10.86 | 20.67 | 11.74 | 27.00 | 10.09 | 13.47 | 5.54 | 12.00 | 12.64 | 9.78 | 9.60 | 11.23 | 20.12 | 15.56 | 15.76 |
| Draw Down(%) | NA | 14.85 | 15.05 | 28.42 | 28.95 | NA | NA | 28.95 | 14.47 | 6.44 | 9.66 | 25.23 | 5.02 | 28.95 | 5.28 | 15.87 | 1.89 | 10.05 | 11.52 | 7.18 | 6.55 | 9.01 | 18.44 | 12.26 | 6.08 |
| Yield(%) | 0.00 | 1.59 | 1.51 | 1.67 | 3.10 | 4.30 | 4.29 | 5.73 | 0.00 | 1.67 | 1.96 | 0.92 | 1.14 | 1.13 | 5.40 | 4.61 | 3.09 | 4.00 | 4.83 | 3.97 | 2.64 | 3.19 | 2.29 | 3.52 | 2.68 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.23%
Apr 2021 - Apr 2024 |
3.62%
Dec 2017 - Dec 2022 |
6.46%
Oct 2013 - Oct 2023 |
8.86%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) |
18.78%
Sep 2011 - Sep 2014 |
16.02%
Jun 2009 - Jun 2014 |
13.17%
Sep 2011 - Sep 2021 |
10.37%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart