Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5E) | 5.00% | 13.80% | 12.02% | 5.91% | 8.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHDTX (AMERICAN FUNDS 2025 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 (%) | 0.06 | 13.80 | 12.02 | 5.91 | 8.04 | NA | NA | … | … | 5.00 | 6.71 | 9.21 | 11.82 | -12.86 | 11.27 | 13.58 | 17.62 | -3.54 | 15.16 | 7.14 | -1.49 |
| Sharpe Ratio | NA | 2.04 | 1.32 | 0.43 | 0.72 | NA | NA | … | … | 1.44 | 0.38 | 0.90 | 1.16 | -1.17 | 1.65 | 0.79 | 2.60 | -0.57 | 3.74 | 0.81 | -1.44 |
| Standard Deviation(%) | NA | 6.00 | 6.92 | 8.20 | 8.97 | NA | NA | … | … | 7.29 | 10.27 | 6.19 | 7.10 | 12.26 | 6.80 | 16.75 | 6.21 | 8.68 | 3.90 | 8.57 | 9.49 |
| Draw Down(%) | NA | 5.32 | 6.72 | 18.89 | 19.16 | NA | NA | … | … | 5.32 | 6.79 | 3.25 | 6.72 | 18.84 | 2.93 | 19.16 | 3.09 | 10.58 | 1.22 | 6.43 | 3.13 |
| Yield(%) | 0.00 | 7.63 | 5.95 | 4.99 | 5.40 | 3.87 | 2.90 | … | … | 0.00 | 8.05 | 5.62 | 3.52 | 3.49 | 6.76 | 4.11 | 4.37 | 3.96 | 2.91 | 3.53 | 5.72 |
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 |
|---|---|---|---|---|
| RHDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5E) |
1.37%
Apr 2021 – Apr 2024 |
3.83%
Sep 2017 – Sep 2022 |
7.71%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5E) |
14.13%
Dec 2018 – Dec 2021 |
10.55%
Oct 2016 – Oct 2021 |
8.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart