Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFUTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6) | 10.62% | 25.49% | 19.77% | 9.97% | 12.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFUTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 25.49 | 19.77 | 9.97 | 12.27 | NA | NA | … | … | 10.62 | 15.34 | 15.61 | 21.62 | -19.64 | 17.23 | 19.45 | 25.01 | -5.64 | 22.49 | 8.41 | -2.49 |
| Sharpe Ratio | NA | 2.06 | 1.30 | 0.51 | 0.71 | NA | NA | … | … | 1.79 | 0.78 | 1.06 | 1.61 | -1.01 | 1.46 | 0.70 | 2.27 | -0.51 | 3.80 | 0.68 | -0.25 |
| Standard Deviation(%) | NA | 12.01 | 13.12 | 14.73 | 15.18 | NA | NA | … | … | 14.60 | 16.30 | 11.32 | 11.23 | 20.96 | 11.80 | 27.41 | 10.39 | 13.72 | 5.77 | 12.04 | 13.00 |
| Draw Down(%) | NA | 9.81 | 15.47 | 27.28 | 29.32 | NA | NA | … | … | 9.81 | 15.47 | 7.08 | 10.01 | 26.58 | 5.27 | 29.32 | 5.43 | 16.09 | 1.95 | 10.04 | 11.45 |
| Yield(%) | 0.00 | 5.98 | 4.80 | 4.22 | 5.43 | 3.69 | 2.77 | … | … | 0.00 | 6.36 | 3.78 | 2.85 | 4.88 | 4.29 | 3.25 | 4.28 | 3.40 | 2.13 | 2.72 | 0.78 |
Data as of 06/04/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFUTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6) |
3.16%
Apr 2021 – Apr 2024 |
5.12%
Sep 2017 – Sep 2022 |
9.01%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFUTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6) |
21.40%
Sep 2022 – Sep 2025 |
15.57%
Oct 2016 – Oct 2021 |
12.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart