Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5E) | 8.74% | 21.89% | 17.95% | 9.17% | 11.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHGTX (AMERICAN FUNDS 2040 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 (%) | 0.08 | 21.89 | 17.95 | 9.17 | 11.65 | NA | NA | … | … | 8.74 | 19.36 | 14.57 | 19.25 | -17.67 | 16.63 | 18.67 | 24.71 | -5.61 | 21.77 | 8.04 | -1.87 |
| Sharpe Ratio | NA | 2.03 | 1.30 | 0.51 | 0.72 | NA | NA | … | … | 1.68 | 1.22 | 1.07 | 1.51 | -1.00 | 1.51 | 0.70 | 2.35 | -0.53 | 3.84 | 0.66 | -1.33 |
| Standard Deviation(%) | NA | 10.32 | 11.64 | 13.31 | 14.17 | NA | NA | … | … | 12.34 | 13.53 | 10.22 | 10.43 | 19.22 | 11.01 | 26.35 | 9.88 | 13.13 | 5.52 | 11.78 | 12.68 |
| Draw Down(%) | NA | 8.40 | 13.52 | 24.94 | 28.56 | NA | NA | … | … | 8.40 | 13.52 | 5.94 | 9.29 | 24.62 | 4.79 | 28.56 | 5.17 | 15.65 | 1.86 | 9.87 | 3.92 |
| Yield(%) | 0.00 | 6.48 | 5.16 | 4.68 | 6.09 | 4.27 | 3.20 | … | … | 0.00 | 6.90 | 4.12 | 3.14 | 5.10 | 5.71 | 3.91 | 5.80 | 4.62 | 3.11 | 4.03 | 5.07 |
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 |
|---|---|---|---|---|
| RHGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5E) |
3.13%
Apr 2021 – Apr 2024 |
5.29%
Sep 2017 – Sep 2022 |
10.81%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5E) |
19.95%
Dec 2018 – Dec 2021 |
14.98%
Oct 2016 – Oct 2021 |
12.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart