Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RHFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E) | 10.17% | 14.41% | 11.98% | 9.74% | NA | NA | NA | 10.47% |
Data as of 07/30/2025, AR inception is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E) | 11/23/2015 | 07/30/2025 |
| 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 (%) | -0.48 | 14.41 | 11.98 | 9.74 | NA | NA | NA | 10.47 | 10.17 | 12.63 | 16.76 | -16.38 | 15.42 | 17.42 | 23.10 | -5.29 | 20.89 | 7.86 | -1.88 |
| Sharpe Ratio | NA | 1.13 | 0.87 | 0.67 | NA | NA | NA | 0.63 | 1.32 | 1.05 | 1.44 | -1.05 | 1.56 | 0.70 | 2.34 | -0.54 | 3.80 | 0.67 | -1.36 |
| Standard Deviation(%) | NA | 11.42 | 11.21 | 11.88 | NA | NA | NA | 13.10 | 12.90 | 8.59 | 9.17 | 17.10 | 9.89 | 24.44 | 9.23 | 12.49 | 5.35 | 11.48 | 12.42 |
| Draw Down(%) | NA | 10.56 | 13.20 | 23.19 | NA | NA | NA | 26.68 | 10.56 | 4.39 | 8.41 | 23.05 | 4.23 | 26.68 | 4.78 | 14.92 | 1.76 | 9.53 | 3.89 |
| Yield(%) | 0.00 | 4.43 | 4.37 | 4.83 | 5.26 | 3.51 | 2.63 | 5.84 | 0.00 | 4.84 | 3.18 | 4.46 | 5.97 | 4.18 | 5.17 | 4.52 | 3.03 | 3.95 | 5.53 |
Data as of 07/30/2025, 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 |
|---|---|---|---|---|
| RHFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E) |
2.53%
Apr 2021 - Apr 2024 |
5.01%
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 |
|---|---|---|---|---|
| RHFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E) |
18.60%
Dec 2018 - Dec 2021 |
14.06%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart