Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5E) | 10.36% | 25.04% | 19.47% | 9.77% | 12.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHJTX (AMERICAN FUNDS 2055 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 (%) | 0.09 | 25.04 | 19.47 | 9.77 | 12.11 | NA | NA | … | … | 10.36 | 14.80 | 15.37 | 21.26 | -19.60 | 17.12 | 19.27 | 24.85 | -5.77 | 22.44 | 8.17 | -1.90 |
| Sharpe Ratio | NA | 2.05 | 1.29 | 0.50 | 0.70 | NA | NA | … | … | 1.76 | 0.75 | 1.05 | 1.58 | -1.01 | 1.45 | 0.69 | 2.27 | -0.52 | 3.85 | 0.66 | -1.32 |
| Standard Deviation(%) | NA | 11.88 | 13.00 | 14.63 | 15.11 | NA | NA | … | … | 14.40 | 16.31 | 11.18 | 11.23 | 20.84 | 11.79 | 27.39 | 10.28 | 13.68 | 5.68 | 12.07 | 12.99 |
| Draw Down(%) | NA | 9.71 | 15.37 | 27.21 | 29.32 | NA | NA | … | … | 9.71 | 15.37 | 7.03 | 9.95 | 26.53 | 5.28 | 29.32 | 5.41 | 16.15 | 1.96 | 10.15 | 4.05 |
| Yield(%) | 0.00 | 6.29 | 4.95 | 4.45 | 5.82 | 4.07 | 3.05 | … | … | 0.00 | 6.69 | 3.84 | 2.86 | 5.34 | 4.89 | 3.62 | 4.92 | 4.20 | 2.84 | 3.62 | 4.09 |
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 |
|---|---|---|---|---|
| RHJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5E) |
3.03%
Apr 2021 – Apr 2024 |
5.01%
Sep 2017 – Sep 2022 |
11.01%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5E) |
21.17%
Sep 2022 – Sep 2025 |
15.42%
Oct 2016 – Oct 2021 |
12.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart