Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFTTX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6) | 3.99% | 11.62% | 10.51% | 4.69% | 6.51% | 6.58% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 11.62 | 10.51 | 4.69 | 6.51 | 6.58 | NA | … | … | 3.99 | 13.16 | 8.17 | 8.67 | -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 | 2.05 | 1.30 | 0.35 | 0.72 | NA | NA | … | … | 1.34 | 1.72 | 0.87 | 0.83 | -1.22 | 1.33 | 0.62 | 2.95 | -0.69 | 3.60 | 1.19 | -0.13 | 1.40 | 2.31 | 1.90 | 0.39 | 1.28 | 3.02 |
| Standard Deviation(%) | NA | 4.83 | 5.78 | 6.59 | 6.86 | NA | NA | … | … | 5.80 | 5.98 | 5.24 | 6.07 | 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 | 4.41 | 5.46 | 16.02 | 16.02 | NA | NA | … | … | 4.41 | 5.07 | 2.83 | 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 | 7.18 | 5.87 | 4.00 | 4.63 | 5.07 | 5.28 | … | … | 0.00 | 7.56 | 5.65 | 4.03 | 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 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 |
|---|---|---|---|---|
| RFTTX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6) |
0.28%
Apr 2021 – Apr 2024 |
3.13%
Sep 2017 – Sep 2022 |
4.34%
Oct 2013 – Oct 2023 |
6.33%
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 |
7.14%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart
