Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E) | 5.75% | 15.68% | 13.57% | 6.77% | 9.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 (%) | 0.05 | 15.68 | 13.57 | 6.77 | 9.35 | NA | NA | … | … | 5.75 | 9.04 | 10.74 | 14.27 | -14.57 | 13.02 | 14.99 | 21.81 | -4.30 | 18.24 | 7.48 | -1.71 |
| Sharpe Ratio | NA | 1.98 | 1.28 | 0.45 | 0.73 | NA | NA | … | … | 1.44 | 0.57 | 0.96 | 1.31 | -1.11 | 1.60 | 0.74 | 2.63 | -0.55 | 3.69 | 0.70 | -1.36 |
| Standard Deviation(%) | NA | 7.25 | 8.37 | 9.76 | 10.72 | NA | NA | … | … | 8.72 | 11.10 | 7.42 | 8.20 | 14.41 | 8.10 | 19.95 | 7.73 | 10.43 | 4.78 | 10.40 | 11.41 |
| Draw Down(%) | NA | 6.09 | 8.65 | 20.91 | 22.32 | NA | NA | … | … | 6.09 | 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 | 6.70 | 5.12 | 4.66 | 5.70 | 4.04 | 3.03 | … | … | 0.00 | 7.08 | 4.22 | 3.20 | 3.76 | 7.09 | 4.14 | 6.45 | 4.28 | 3.07 | 3.88 | 5.43 |
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 |
|---|---|---|---|---|
| RHETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E) |
1.91%
Apr 2021 – Apr 2024 |
4.59%
Sep 2017 – Sep 2022 |
8.92%
Mar 2016 – Mar 2026 |
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 |
10.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart