Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6) | 10.45% | 25.23% | 19.65% | 7.87% | 10.95% | 10.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 25.23 | 19.65 | 7.87 | 10.95 | 10.41 | NA | … | … | 10.45 | 20.76 | 15.59 | 21.41 | -24.24 | 13.38 | 16.66 | 25.09 | -5.65 | 22.63 | 8.30 | 0.63 | 7.01 | 26.59 | 16.76 | -2.29 | 16.18 |
| Sharpe Ratio | NA | 2.05 | 1.30 | 0.37 | 0.62 | NA | NA | … | … | 1.77 | 1.18 | 1.06 | 1.60 | -1.19 | 1.11 | 0.60 | 2.30 | -0.52 | 3.93 | 0.67 | 0.05 | 0.72 | 2.80 | 1.49 | -0.12 | 1.21 |
| Standard Deviation(%) | NA | 11.92 | 13.04 | 14.90 | 15.26 | NA | NA | … | … | 14.44 | 15.27 | 11.26 | 11.21 | 21.57 | 12.02 | 27.45 | 10.29 | 13.71 | 5.62 | 12.09 | 12.65 | 9.71 | 9.48 | 11.29 | 20.18 | 15.63 |
| Draw Down(%) | NA | 9.70 | 15.34 | 29.56 | 29.56 | NA | NA | … | … | 9.70 | 15.34 | 6.99 | 9.97 | 26.44 | 5.31 | 29.29 | 5.34 | 16.07 | 1.94 | 10.13 | 11.54 | 7.14 | 6.58 | 9.00 | 18.49 | 12.35 |
| Yield(%) | 0.00 | 6.34 | 5.04 | 2.87 | 4.22 | 5.01 | 4.54 | … | … | 0.00 | 6.75 | 3.94 | 2.97 | 0.69 | 1.08 | 1.03 | 5.02 | 4.26 | 2.90 | 3.67 | 4.17 | 3.63 | 2.74 | 2.91 | 3.06 | 2.45 |
Data as of 06/04/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.02%
Apr 2021 – Apr 2024 |
3.41%
Dec 2017 – Dec 2022 |
6.44%
Oct 2013 – Oct 2023 |
9.09%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFKTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6) |
20.49%
May 2023 – May 2026 |
15.06%
Oct 2016 – Oct 2021 |
13.29%
Sep 2011 – Sep 2021 |
10.70%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart