Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-6) | 4.35% | 12.32% | 10.97% | 4.59% | 6.27% | 6.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFJTX (AMERICAN FUNDS 2015 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 (%) | 0.00 | 12.32 | 10.97 | 4.59 | 6.27 | 6.59 | NA | … | … | 4.35 | 13.44 | 8.51 | 9.58 | -11.25 | 6.63 | 8.23 | 14.94 | -2.72 | 11.19 | 7.56 | -0.62 | 6.64 | 15.73 | 11.57 | 2.32 | 10.32 | 20.85 |
| Sharpe Ratio | NA | 2.09 | 1.34 | 0.31 | 0.64 | NA | NA | … | … | 1.43 | 1.69 | 0.90 | 0.95 | -1.25 | 1.10 | 0.58 | 2.96 | -0.67 | 3.68 | 1.17 | -0.09 | 1.17 | 2.43 | 1.65 | 0.19 | 1.07 | 2.78 |
| Standard Deviation(%) | NA | 5.14 | 6.01 | 7.08 | 7.34 | NA | NA | … | … | 6.20 | 6.26 | 5.42 | 6.29 | 10.22 | 6.03 | 13.74 | 4.54 | 6.11 | 2.87 | 6.27 | 6.94 | 5.64 | 6.46 | 7.02 | 12.18 | 9.55 | 11.77 |
| Draw Down(%) | NA | 4.65 | 5.78 | 18.30 | 18.30 | NA | NA | … | … | 4.65 | 5.37 | 2.85 | 5.78 | 16.03 | 2.85 | 16.56 | 2.18 | 7.78 | 0.96 | 4.26 | 6.86 | 3.84 | 5.12 | 5.18 | 10.20 | 7.54 | 4.15 |
| Yield(%) | 0.00 | 7.88 | 6.20 | 4.12 | 4.45 | 4.97 | 5.23 | … | … | 0.00 | 8.30 | 5.78 | 4.07 | 2.52 | 1.97 | 2.94 | 4.84 | 4.31 | 3.28 | 3.52 | 5.56 | 4.36 | 4.18 | 4.40 | 3.72 | 4.36 | 3.48 |
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 |
|---|---|---|---|---|
| RFJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.11%
Apr 2021 – Apr 2024 |
2.14%
Sep 2017 – Sep 2022 |
4.04%
Oct 2013 – Oct 2023 |
6.30%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-6) |
12.75%
Sep 2011 – Sep 2014 |
12.50%
Jun 2009 – Jun 2014 |
8.71%
Jun 2009 – Jun 2019 |
7.17%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart