Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFVTX (American Funds 2065 Target Date Retirement Fund Class R-6) | 10.65% | 25.56% | 19.78% | 9.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFVTX (American Funds 2065 Target Date Retirement Fund Class R-6) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 25.56 | 19.78 | 9.96 | NA | NA | NA | … | … | 10.65 | 20.74 | 15.64 | 21.55 | -19.64 | 17.34 | 44.03 |
| Sharpe Ratio | NA | 2.07 | 1.29 | 0.51 | NA | NA | NA | … | … | 1.79 | 1.16 | 1.06 | 1.60 | -1.01 | 1.47 | 3.45 |
| Standard Deviation(%) | NA | 12.03 | 13.16 | 14.76 | NA | NA | NA | … | … | 14.58 | 15.42 | 11.33 | 11.30 | 21.01 | 11.76 | 17.77 |
| Draw Down(%) | NA | 9.83 | 15.53 | 27.34 | NA | NA | NA | … | … | 9.83 | 15.53 | 7.07 | 10.03 | 26.58 | 5.31 | 6.66 |
| Yield(%) | 0.00 | 5.06 | 4.07 | 3.13 | 2.57 | 1.71 | 1.28 | … | … | 0.00 | 5.38 | 3.18 | 2.37 | 3.05 | 1.79 | 1.03 |
Data as of 06/04/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFVTX (American Funds 2065 Target Date Retirement Fund Class R-6) |
3.16%
Apr 2021 – Apr 2024 |
8.22%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFVTX (American Funds 2065 Target Date Retirement Fund Class R-6) |
21.40%
Sep 2022 – Sep 2025 |
12.86%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart