Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) | 4.79% | 15.65% | 14.51% | 5.45% | 8.94% | 8.93% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 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 (%) | -2.02 | 15.65 | 14.51 | 5.45 | 8.94 | 8.93 | NA | … | … | 4.79 | 16.77 | 12.39 | 16.51 | -19.74 | 10.33 | 14.28 | 22.84 | -5.49 | 20.67 | 7.70 | 0.22 | 6.71 | 25.54 | 16.16 | -2.35 | 12.62 | 31.34 | -35.53 | 7.80 |
| Sharpe Ratio | NA | 1.95 | 1.28 | 0.29 | 0.59 | NA | NA | … | … | 1.51 | 1.29 | 1.02 | 1.41 | -1.21 | 0.98 | 0.57 | 2.32 | -0.55 | 3.86 | 0.65 | 0.02 | 0.71 | 2.70 | 1.47 | -0.12 | 0.83 | 1.46 | -1.15 | 0.43 |
| Standard Deviation(%) | NA | 8.46 | 9.66 | 11.68 | 12.89 | NA | NA | … | … | 10.15 | 10.84 | 8.58 | 9.18 | 17.50 | 10.48 | 24.45 | 9.23 | 12.44 | 5.21 | 11.52 | 12.16 | 9.46 | 9.46 | 11.03 | 19.70 | 15.18 | 21.39 | 31.55 | 14.29 |
| Draw Down(%) | NA | 6.99 | 10.58 | 26.55 | 26.72 | NA | NA | … | … | 6.99 | 10.58 | 4.38 | 8.50 | 23.09 | 4.49 | 26.72 | 4.83 | 15.01 | 1.76 | 9.50 | 11.25 | 7.01 | 6.63 | 8.79 | 18.19 | 12.31 | 21.15 | 45.50 | 8.84 |
| Yield(%) | 0.00 | 6.24 | 5.08 | 2.99 | 4.12 | 4.88 | 3.93 | … | … | 0.00 | 6.60 | 4.62 | 2.97 | 1.14 | 0.96 | 1.10 | 4.98 | 4.29 | 2.79 | 3.71 | 5.35 | 3.78 | 2.43 | 3.05 | 2.14 | 2.67 | 2.81 | 3.12 | 1.38 |
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 |
|---|---|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) |
-6.98%
Jun 2007 – Jun 2010 |
-0.40%
May 2007 – May 2012 |
5.72%
May 2007 – May 2017 |
5.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) |
22.00%
Feb 2009 – Feb 2012 |
19.92%
Feb 2009 – Feb 2014 |
13.27%
Feb 2009 – Feb 2019 |
11.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart