Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5E) | 3.04% | 10.56% | 10.00% | 5.03% | 6.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5E) | 11/23/2015 | 06/05/2026 |
| 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 (%) | -0.95 | 10.56 | 10.00 | 5.03 | 6.34 | NA | NA | … | … | 3.04 | 5.81 | 8.06 | 8.57 | -9.28 | 9.15 | 9.10 | 14.30 | -2.65 | 10.14 | 7.38 | -1.14 |
| Sharpe Ratio | NA | 1.99 | 1.28 | 0.43 | 0.73 | NA | NA | … | … | 1.31 | 0.33 | 0.84 | 0.83 | -1.15 | 1.88 | 0.72 | 3.13 | -0.73 | 3.39 | 1.18 | -1.53 |
| Standard Deviation(%) | NA | 4.86 | 5.77 | 6.52 | 6.69 | NA | NA | … | … | 5.82 | 8.99 | 5.29 | 5.96 | 9.35 | 4.86 | 12.24 | 4.09 | 5.57 | 2.81 | 6.06 | 6.96 |
| Draw Down(%) | NA | 4.37 | 5.50 | 14.82 | 15.11 | NA | NA | … | … | 4.37 | 6.37 | 2.77 | 5.50 | 14.82 | 2.23 | 15.11 | 1.97 | 7.26 | 0.86 | 4.02 | 2.60 |
| Yield(%) | 0.00 | 7.05 | 5.73 | 4.48 | 4.61 | 3.35 | 2.51 | … | … | 0.00 | 7.42 | 5.52 | 3.89 | 3.19 | 4.18 | 4.12 | 4.52 | 3.78 | 2.93 | 3.08 | 4.69 |
Data as of 06/05/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5E) |
1.19%
Apr 2021 – Apr 2024 |
2.93%
Sep 2017 – Sep 2022 |
6.26%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5E) |
11.36%
Sep 2022 – Sep 2025 |
7.85%
Dec 2016 – Dec 2021 |
7.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart