Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5E) | 9.76% | 23.81% | 18.87% | 9.63% | 11.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHHTX (AMERICAN FUNDS 2045 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 | 23.81 | 18.87 | 9.63 | 11.96 | NA | NA | … | … | 9.76 | 14.22 | 15.03 | 19.97 | -18.28 | 17.07 | 19.00 | 24.58 | -5.73 | 22.27 | 8.07 | -1.87 |
| Sharpe Ratio | NA | 2.04 | 1.30 | 0.52 | 0.71 | NA | NA | … | … | 1.74 | 0.74 | 1.06 | 1.52 | -0.99 | 1.50 | 0.70 | 2.29 | -0.53 | 3.84 | 0.66 | -1.35 |
| Standard Deviation(%) | NA | 11.21 | 12.38 | 13.99 | 14.66 | NA | NA | … | … | 13.52 | 15.60 | 10.75 | 10.81 | 20.00 | 11.38 | 26.84 | 10.11 | 13.52 | 5.65 | 11.98 | 12.56 |
| Draw Down(%) | NA | 9.20 | 14.46 | 25.70 | 28.92 | NA | NA | … | … | 9.20 | 14.46 | 6.47 | 9.66 | 25.30 | 5.02 | 28.92 | 5.27 | 16.00 | 1.91 | 10.02 | 3.98 |
| Yield(%) | 0.00 | 6.42 | 5.11 | 4.63 | 6.03 | 4.22 | 3.17 | … | … | 0.00 | 6.85 | 4.00 | 3.10 | 5.31 | 5.38 | 3.85 | 5.27 | 4.54 | 3.02 | 3.93 | 4.73 |
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 |
|---|---|---|---|---|
| RHHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5E) |
3.20%
Apr 2021 – Apr 2024 |
5.22%
Sep 2017 – Sep 2022 |
10.97%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5E) |
20.56%
Sep 2022 – Sep 2025 |
15.20%
Oct 2016 – Oct 2021 |
12.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart