Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RFTTX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6) | 8.18% | 9.21% | 6.75% | 4.60% | 5.74% | 6.51% | NA | 7.51% |
Data as of 07/25/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFTTX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 07/25/2025 |
| 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 (%) | 0.56 | 9.21 | 6.75 | 4.60 | 5.74 | 6.51 | NA | 7.51 | 8.18 | 5.95 | 7.90 | -9.98 | 6.91 | 7.84 | 18.87 | -2.49 | 10.41 | 7.45 | -0.84 | 6.79 | 12.55 | 10.50 | 3.71 | 9.98 | 20.16 |
| Sharpe Ratio | NA | 0.91 | 0.49 | 0.38 | 0.61 | NA | NA | 0.91 | 1.69 | -0.11 | 0.60 | -1.22 | 1.33 | 0.62 | 2.96 | -0.68 | 3.61 | 1.19 | -0.13 | 1.40 | 2.31 | 1.90 | 0.39 | 1.28 | 3.02 |
| Standard Deviation(%) | NA | 6.65 | 6.92 | 6.77 | 7.06 | NA | NA | 7.13 | 7.10 | 5.59 | 6.10 | 9.38 | 5.17 | 12.24 | 5.90 | 5.63 | 2.72 | 6.10 | 6.71 | 4.83 | 5.41 | 5.54 | 9.55 | 7.74 | 10.47 |
| Draw Down(%) | NA | 5.61 | 9.36 | 16.02 | 16.02 | NA | NA | 16.02 | 5.07 | 4.04 | 5.46 | 14.71 | 2.21 | 15.01 | 1.96 | 7.21 | 0.95 | 4.00 | 6.76 | 3.51 | 4.86 | 4.09 | 7.89 | 6.00 | 3.62 |
| Yield(%) | 0.00 | 3.31 | 3.12 | 2.80 | 3.89 | 4.77 | 4.47 | 5.59 | 0.00 | 3.49 | 3.28 | 2.50 | 1.94 | 2.85 | 8.71 | 3.88 | 3.04 | 3.16 | 4.70 | 5.05 | 5.98 | 4.44 | 5.13 | 4.26 | 3.40 |
Data as of 07/25/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFTTX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6) |
0.04%
Apr 2021 - Apr 2024 |
3.13%
Sep 2017 - Sep 2022 |
4.34%
Oct 2013 - Oct 2023 |
6.13%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFTTX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6) |
11.87%
Jun 2009 - Jun 2012 |
11.79%
Jun 2009 - Jun 2014 |
8.68%
Jun 2009 - Jun 2019 |
7.09%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart