Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A) | 6.09% | 18.97% | 16.81% | 6.47% | 9.83% | 9.55% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 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 (%) | -2.52 | 18.97 | 16.81 | 6.47 | 9.83 | 9.55 | NA | … | … | 6.09 | 19.16 | 14.37 | 18.95 | -21.96 | 11.81 | 15.51 | 23.97 | -5.87 | 21.62 | 7.79 | 0.28 | 6.67 | 26.14 | 16.38 | -2.59 | 12.58 | 31.63 | -35.62 | 7.95 |
| Sharpe Ratio | NA | 2.02 | 1.29 | 0.34 | 0.60 | NA | NA | … | … | 1.67 | 1.21 | 1.05 | 1.49 | -1.18 | 1.03 | 0.57 | 2.27 | -0.55 | 3.88 | 0.64 | 0.02 | 0.69 | 2.73 | 1.46 | -0.13 | 0.80 | 1.46 | -1.15 | 0.45 |
| Standard Deviation(%) | NA | 10.29 | 11.61 | 13.58 | 14.33 | NA | NA | … | … | 12.28 | 13.49 | 10.21 | 10.38 | 19.94 | 11.44 | 26.47 | 9.90 | 13.18 | 5.43 | 11.85 | 12.48 | 9.64 | 9.55 | 11.30 | 20.05 | 15.59 | 21.62 | 31.67 | 14.30 |
| Draw Down(%) | NA | 8.42 | 13.53 | 28.11 | 28.54 | NA | NA | … | … | 8.42 | 13.53 | 5.97 | 9.37 | 24.77 | 4.83 | 28.54 | 5.21 | 15.83 | 1.86 | 9.92 | 11.41 | 7.14 | 6.64 | 9.02 | 18.54 | 12.47 | 21.26 | 45.59 | 8.84 |
| Yield(%) | 0.00 | 6.30 | 4.94 | 2.82 | 4.09 | 4.85 | 3.91 | … | … | 0.00 | 6.70 | 3.90 | 2.92 | 0.83 | 0.86 | 0.89 | 5.10 | 4.39 | 2.86 | 3.78 | 4.89 | 4.02 | 2.56 | 2.78 | 2.08 | 2.33 | 2.68 | 2.94 | 1.42 |
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 |
|---|---|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A) |
-7.02%
Jun 2007 – Jun 2010 |
-0.42%
May 2007 – May 2012 |
5.81%
May 2007 – May 2017 |
5.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A) |
22.03%
Feb 2009 – Feb 2012 |
20.05%
Feb 2009 – Feb 2014 |
13.45%
Feb 2009 – Feb 2019 |
11.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart