Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5E) | 10.02% | 24.26% | 19.14% | 9.67% | 12.06% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHITX (AMERICAN FUNDS 2050 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 (%) | 0.12 | 24.26 | 19.14 | 9.67 | 12.06 | NA | NA | … | … | 10.02 | 14.37 | 15.28 | 20.56 | -18.97 | 17.13 | 19.35 | 24.86 | -5.76 | 22.41 | 8.22 | -1.92 |
| Sharpe Ratio | NA | 2.03 | 1.29 | 0.51 | 0.71 | NA | NA | … | … | 1.75 | 0.74 | 1.06 | 1.54 | -1.00 | 1.47 | 0.70 | 2.27 | -0.52 | 3.83 | 0.67 | -1.34 |
| Standard Deviation(%) | NA | 11.52 | 12.68 | 14.35 | 14.97 | NA | NA | … | … | 13.91 | 15.94 | 11.00 | 11.06 | 20.54 | 11.65 | 27.35 | 10.33 | 13.70 | 5.70 | 12.02 | 12.89 |
| Draw Down(%) | NA | 9.44 | 14.89 | 26.54 | 29.29 | NA | NA | … | … | 9.44 | 14.89 | 6.66 | 9.84 | 25.99 | 5.17 | 29.29 | 5.37 | 16.19 | 1.95 | 10.09 | 3.98 |
| Yield(%) | 0.00 | 6.38 | 5.06 | 4.57 | 6.01 | 4.21 | 3.16 | … | … | 0.00 | 6.80 | 3.96 | 2.99 | 5.49 | 5.07 | 3.79 | 5.23 | 4.47 | 3.05 | 3.98 | 4.83 |
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 |
|---|---|---|---|---|
| RHITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5E) |
3.11%
Apr 2021 – Apr 2024 |
5.16%
Sep 2017 – Sep 2022 |
11.02%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5E) |
20.86%
Sep 2022 – Sep 2025 |
15.42%
Oct 2016 – Oct 2021 |
12.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart