Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RHETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E) | 8.93% | 11.35% | 10.11% | 8.22% | NA | NA | NA | 9.31% |
Data as of 07/31/2025, AR inception is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E) | 11/23/2015 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 11.35 | 10.11 | 8.22 | NA | NA | NA | 9.31 | 8.93 | 10.74 | 14.27 | -14.57 | 13.02 | 14.99 | 21.81 | -4.30 | 18.24 | 7.48 | -1.71 |
| Sharpe Ratio | NA | 1.15 | 0.81 | 0.64 | NA | NA | NA | 0.66 | 1.40 | 0.96 | 1.31 | -1.11 | 1.60 | 0.74 | 2.63 | -0.55 | 3.69 | 0.70 | -1.36 |
| Standard Deviation(%) | NA | 9.67 | 9.74 | 10.09 | NA | NA | NA | 11.02 | 10.89 | 7.42 | 8.20 | 14.41 | 8.10 | 19.95 | 7.73 | 10.43 | 4.78 | 10.40 | 11.41 |
| Draw Down(%) | NA | 8.65 | 12.15 | 20.91 | NA | NA | NA | 22.32 | 8.65 | 3.68 | 7.61 | 20.87 | 3.54 | 22.32 | 3.88 | 12.61 | 1.51 | 8.48 | 3.61 |
| Yield(%) | 0.00 | 3.87 | 3.84 | 4.64 | 5.12 | 3.41 | 2.56 | 5.69 | 0.00 | 4.22 | 3.20 | 3.76 | 7.09 | 4.14 | 6.45 | 4.28 | 3.07 | 3.88 | 5.43 |
Data as of 07/31/2025, AR inception is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E) |
1.91%
Apr 2021 - Apr 2024 |
4.59%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E) |
16.55%
Dec 2018 - Dec 2021 |
12.51%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart