Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) | 8.10% | 7.84% | 8.00% | 4.44% | 5.37% | 7.14% | NA | 7.96% |
Data as of 07/17/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 07/17/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 7.84 | 8.00 | 4.44 | 5.37 | 7.14 | NA | 7.96 | 8.10 | 6.42 | 9.82 | -12.27 | 5.45 | 8.86 | 15.59 | -2.69 | 12.87 | 7.05 | 0.19 | 6.74 | 18.71 | 12.98 | 1.10 | 11.29 | 21.96 |
| Sharpe Ratio | NA | 0.65 | 0.58 | 0.32 | 0.50 | NA | NA | 0.77 | 1.53 | -0.03 | 0.84 | -1.25 | 0.77 | 0.60 | 2.87 | -0.58 | 3.78 | 0.94 | 0.02 | 1.03 | 2.52 | 1.58 | 0.07 | 0.98 | 2.64 |
| Standard Deviation(%) | NA | 7.82 | 7.93 | 8.00 | 8.20 | NA | NA | 9.03 | 8.56 | 6.39 | 6.68 | 10.94 | 7.06 | 14.28 | 4.95 | 6.93 | 3.25 | 7.31 | 8.02 | 6.50 | 7.42 | 8.24 | 14.56 | 11.41 | 13.09 |
| Draw Down(%) | NA | 7.05 | 10.40 | 20.46 | 20.46 | NA | NA | 20.46 | 6.03 | 4.50 | 6.24 | 16.97 | 4.27 | 17.04 | 2.38 | 8.51 | 1.06 | 5.05 | 7.50 | 4.50 | 5.66 | 6.33 | 12.59 | 9.10 | 4.93 |
| Yield(%) | 0.00 | 3.01 | 3.06 | 2.64 | 3.44 | 4.58 | 4.21 | 5.26 | 0.00 | 3.23 | 3.19 | 2.44 | 1.76 | 2.73 | 4.76 | 4.18 | 3.11 | 3.48 | 4.28 | 4.02 | 3.02 | 3.57 | 3.18 | 3.91 | 3.16 |
Data as of 07/17/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.77%
Apr 2021 - Apr 2024 |
2.02%
Sep 2017 - Sep 2022 |
4.19%
Oct 2013 - Oct 2023 |
6.46%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) |
14.47%
Sep 2011 - Sep 2014 |
13.52%
Jun 2009 - Jun 2014 |
9.44%
Jun 2009 - Jun 2019 |
7.59%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart