Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RHLTX (American Funds 2065 Target Date Retirement Fund Class R-5E) | 10.14% | 15.77% | 14.31% | 10.87% | NA | NA | NA | 15.87% |
Data as of 08/01/2025, AR inception is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHLTX (American Funds 2065 Target Date Retirement Fund Class R-5E) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | 15.77 | 14.31 | 10.87 | NA | NA | NA | 15.87 | 10.14 | 15.48 | 21.48 | -19.80 | 17.17 | 43.87 |
| Sharpe Ratio | NA | 0.79 | 0.76 | 0.60 | NA | NA | NA | 0.83 | 0.83 | 1.05 | 1.60 | -1.01 | 1.45 | 3.42 |
| Standard Deviation(%) | NA | 15.97 | 14.32 | 14.88 | NA | NA | NA | 15.44 | 18.15 | 11.34 | 11.22 | 21.00 | 11.83 | 17.86 |
| Draw Down(%) | NA | 15.51 | 15.51 | 27.41 | NA | NA | NA | 27.41 | 15.51 | 7.09 | 10.06 | 26.67 | 5.32 | 6.59 |
| Yield(%) | 0.00 | 2.76 | 3.01 | 2.52 | 1.57 | 1.05 | 0.79 | 3.15 | 0.00 | 3.06 | 2.25 | 2.97 | 1.68 | 0.96 |
Data as of 08/01/2025, AR inception is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHLTX (American Funds 2065 Target Date Retirement Fund Class R-5E) |
2.98%
Apr 2021 - Apr 2024 |
11.28%
Jul 2020 - Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHLTX (American Funds 2065 Target Date Retirement Fund Class R-5E) |
16.80%
Jun 2022 - Jun 2025 |
12.10%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart