Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5E) | 4.76% | 13.22% | 11.52% | 5.75% | 7.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5E) | 11/23/2015 | 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 (%) | 0.00 | 13.22 | 11.52 | 5.75 | 7.29 | NA | NA | … | … | 4.76 | 6.00 | 8.79 | 10.30 | -11.17 | 10.50 | 10.86 | 15.49 | -2.83 | 12.66 | 6.91 | -1.28 |
| Sharpe Ratio | NA | 2.04 | 1.31 | 0.45 | 0.74 | NA | NA | … | … | 1.45 | 0.31 | 0.87 | 1.02 | -1.17 | 1.85 | 0.74 | 2.84 | -0.61 | 3.64 | 0.92 | -1.46 |
| Standard Deviation(%) | NA | 5.68 | 6.58 | 7.47 | 7.79 | NA | NA | … | … | 6.84 | 10.35 | 5.95 | 6.59 | 10.80 | 5.67 | 14.21 | 4.93 | 6.98 | 3.31 | 7.27 | 8.09 |
| Draw Down(%) | NA | 5.07 | 6.29 | 17.10 | 17.10 | NA | NA | … | … | 5.07 | 7.22 | 3.07 | 6.29 | 17.10 | 2.55 | 17.10 | 2.40 | 8.64 | 0.97 | 5.08 | 2.73 |
| Yield(%) | 0.00 | 8.02 | 6.11 | 5.10 | 5.30 | 3.76 | 2.82 | … | … | 0.00 | 8.46 | 5.59 | 3.68 | 3.55 | 6.76 | 4.68 | 4.57 | 4.09 | 3.02 | 3.40 | 4.23 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RHCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5E) |
1.37%
Apr 2021 – Apr 2024 |
3.26%
Sep 2017 – Sep 2022 |
6.99%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5E) |
12.76%
Sep 2022 – Sep 2025 |
9.14%
Dec 2016 – Dec 2021 |
7.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart