Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6) | 10.07% | 24.42% | 19.30% | 7.73% | 10.87% | 10.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFITX (AMERICAN FUNDS 2050 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 (%) | 0.11 | 24.42 | 19.30 | 7.73 | 10.87 | 10.37 | NA | … | … | 10.07 | 20.45 | 15.43 | 20.83 | -23.69 | 13.25 | 16.50 | 25.04 | -5.61 | 22.61 | 8.33 | 0.65 | 7.02 | 26.65 | 16.72 | -2.27 | 13.15 | 25.23 |
| Sharpe Ratio | NA | 2.05 | 1.30 | 0.37 | 0.62 | NA | NA | … | … | 1.75 | 1.19 | 1.08 | 1.57 | -1.19 | 1.11 | 0.59 | 2.29 | -0.51 | 3.93 | 0.67 | 0.05 | 0.72 | 2.77 | 1.49 | -0.11 | 0.84 | 2.55 |
| Standard Deviation(%) | NA | 11.54 | 12.67 | 14.60 | 15.09 | NA | NA | … | … | 13.98 | 14.81 | 10.95 | 11.01 | 21.26 | 11.92 | 27.38 | 10.30 | 13.67 | 5.61 | 12.07 | 12.64 | 9.76 | 9.62 | 11.29 | 20.07 | 15.57 | 15.74 |
| Draw Down(%) | NA | 9.41 | 14.86 | 29.02 | 29.28 | NA | NA | … | … | 9.41 | 14.86 | 6.68 | 9.78 | 25.90 | 5.21 | 29.28 | 5.38 | 16.02 | 1.93 | 10.12 | 11.56 | 7.09 | 6.58 | 8.98 | 18.39 | 12.41 | 6.00 |
| Yield(%) | 0.00 | 6.47 | 5.17 | 2.98 | 4.40 | 5.24 | 5.81 | … | … | 0.00 | 6.89 | 4.07 | 3.11 | 0.82 | 1.17 | 1.04 | 5.34 | 4.55 | 3.13 | 4.05 | 4.94 | 4.25 | 2.72 | 3.08 | 2.38 | 3.83 | 3.26 |
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 |
|---|---|---|---|---|
| RFITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.01%
Apr 2021 – Apr 2024 |
3.51%
Dec 2017 – Dec 2022 |
6.46%
Oct 2013 – Oct 2023 |
9.11%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6) |
20.10%
May 2023 – May 2026 |
15.99%
Jun 2009 – Jun 2014 |
13.28%
Sep 2011 – Sep 2021 |
10.69%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart