Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E) | 6.83% | 17.88% | 15.44% | 7.79% | 10.53% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 17.88 | 15.44 | 7.79 | 10.53 | NA | NA | … | … | 6.83 | 10.81 | 12.63 | 16.76 | -16.38 | 15.42 | 17.42 | 23.10 | -5.29 | 20.89 | 7.86 | -1.88 |
| Sharpe Ratio | NA | 1.99 | 1.31 | 0.47 | 0.71 | NA | NA | … | … | 1.54 | 0.65 | 1.05 | 1.44 | -1.05 | 1.56 | 0.70 | 2.34 | -0.54 | 3.80 | 0.67 | -1.36 |
| Standard Deviation(%) | NA | 8.43 | 9.64 | 11.45 | 12.79 | NA | NA | … | … | 10.09 | 12.35 | 8.59 | 9.17 | 17.10 | 9.89 | 24.44 | 9.23 | 12.49 | 5.35 | 11.48 | 12.42 |
| Draw Down(%) | NA | 6.97 | 10.56 | 23.19 | 26.68 | NA | NA | … | … | 6.97 | 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 | 6.42 | 5.30 | 4.68 | 5.90 | 4.16 | 3.12 | … | … | 0.00 | 6.80 | 4.84 | 3.18 | 4.46 | 5.97 | 4.18 | 5.17 | 4.52 | 3.03 | 3.95 | 5.53 |
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 |
|---|---|---|---|---|
| RHFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E) |
2.53%
Apr 2021 – Apr 2024 |
5.01%
Sep 2017 – Sep 2022 |
9.95%
Mar 2016 – Mar 2026 |
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 |
11.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart