Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RHJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5E) | 10.23% | 15.74% | 14.26% | 10.87% | NA | NA | NA | 11.42% |
Data as of 08/01/2025, AR inception 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 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | 15.74 | 14.26 | 10.87 | NA | NA | NA | 11.42 | 10.23 | 15.37 | 21.26 | -19.60 | 17.12 | 19.27 | 24.85 | -5.77 | 22.44 | 8.17 | -1.90 |
| Sharpe Ratio | NA | 0.80 | 0.77 | 0.60 | NA | NA | NA | 0.60 | 0.85 | 1.05 | 1.58 | -1.01 | 1.45 | 0.69 | 2.27 | -0.52 | 3.85 | 0.66 | -1.32 |
| Standard Deviation(%) | NA | 15.82 | 14.22 | 14.78 | NA | NA | NA | 15.25 | 17.99 | 11.18 | 11.23 | 20.84 | 11.79 | 27.39 | 10.28 | 13.68 | 5.68 | 12.07 | 12.99 |
| Draw Down(%) | NA | 15.37 | 15.37 | 27.21 | NA | NA | NA | 29.32 | 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 | 3.47 | 4.36 | 4.52 | 5.01 | 3.34 | 2.50 | 5.56 | 0.00 | 3.84 | 2.85 | 5.34 | 4.89 | 3.62 | 4.92 | 4.20 | 2.84 | 3.62 | 4.09 |
Data as of 08/01/2025, AR inception 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 |
0.00%
NA |
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) |
20.37%
Dec 2018 - Dec 2021 |
15.42%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart