Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) | 9.64% | 24.25% | 18.99% | 7.84% | 10.83% | 10.24% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 06/03/2026 |
| 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 (%) | 0.42 | 24.25 | 18.99 | 7.84 | 10.83 | 10.24 | NA | … | … | 9.64 | 20.44 | 15.17 | 20.16 | -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 | 2.07 | 1.32 | 0.37 | 0.63 | NA | NA | … | … | 1.76 | 1.22 | 1.08 | 1.54 | -1.17 | 1.09 | 0.59 | 2.30 | -0.52 | 3.95 | 0.67 | 0.05 | 0.72 | 2.76 | 1.50 | -0.12 | 0.84 | 2.55 |
| Standard Deviation(%) | NA | 11.16 | 12.35 | 14.23 | 14.80 | NA | NA | … | … | 13.48 | 14.41 | 10.71 | 10.81 | 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 | 9.16 | 14.47 | 28.42 | 28.95 | NA | NA | … | … | 9.16 | 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 | 6.52 | 5.22 | 3.05 | 4.46 | 5.21 | 5.82 | … | … | 0.00 | 6.93 | 4.11 | 3.22 | 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 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RFHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6) |
0.13%
Apr 2021 – Apr 2024 |
3.62%
Dec 2017 – Dec 2022 |
6.46%
Oct 2013 – Oct 2023 |
9.10%
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) |
19.84%
May 2023 – May 2026 |
16.02%
Jun 2009 – Jun 2014 |
13.17%
Sep 2011 – Sep 2021 |
10.65%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart