Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS A) | 3.53% | 11.92% | 10.93% | 4.04% | 6.09% | 6.57% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 11.92 | 10.93 | 4.04 | 6.09 | 6.57 | NA | … | … | 3.53 | 13.91 | 8.63 | 10.06 | -12.55 | 5.06 | 8.47 | 15.27 | -3.04 | 12.46 | 6.72 | -0.23 | 6.42 | 18.26 | 12.63 | 0.77 | 10.84 | 26.79 | -32.47 | 7.27 |
| Sharpe Ratio | NA | 1.60 | 1.16 | 0.19 | 0.56 | NA | NA | … | … | 0.86 | 1.58 | 0.84 | 0.98 | -1.29 | 0.71 | 0.57 | 2.78 | -0.64 | 3.71 | 0.89 | -0.03 | 0.98 | 2.47 | 1.54 | 0.05 | 0.94 | 1.43 | -1.17 | 0.43 |
| Standard Deviation(%) | NA | 5.78 | 6.62 | 7.75 | 7.94 | NA | NA | … | … | 6.91 | 7.00 | 5.94 | 6.59 | 10.91 | 7.04 | 14.32 | 4.97 | 6.95 | 3.20 | 7.33 | 8.00 | 6.53 | 7.38 | 8.22 | 14.58 | 11.42 | 18.66 | 28.37 | 12.90 |
| Draw Down(%) | NA | 5.12 | 6.35 | 20.72 | 20.72 | NA | NA | … | … | 5.12 | 6.06 | 3.13 | 6.35 | 17.18 | 4.34 | 17.11 | 2.47 | 8.76 | 0.98 | 5.07 | 7.61 | 4.52 | 5.68 | 6.35 | 12.72 | 9.11 | 19.35 | 42.15 | 7.92 |
| Yield(%) | 0.00 | 7.83 | 5.89 | 3.72 | 4.07 | 4.53 | 3.67 | … | … | 0.00 | 8.24 | 5.37 | 3.46 | 2.14 | 1.41 | 2.39 | 4.40 | 3.86 | 2.76 | 3.13 | 3.95 | 3.70 | 2.67 | 3.22 | 2.85 | 3.58 | 3.06 | 3.54 | 1.43 |
Data as of 06/05/2026, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS A) |
-5.84%
Jun 2007 – Jun 2010 |
-0.01%
May 2007 – May 2012 |
3.84%
Oct 2013 – Oct 2023 |
3.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS A) |
19.80%
Feb 2009 – Feb 2012 |
16.96%
Feb 2009 – Feb 2014 |
10.85%
Feb 2009 – Feb 2019 |
8.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart