Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAOTX (American Funds 2065 Target Date Retirement Fund) | 7.58% | 21.13% | 18.11% | 8.99% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAOTX (American Funds 2065 Target Date Retirement Fund) | 03/30/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 21.13 | 18.11 | 8.99 | NA | NA | NA | … | … | 7.58 | 20.36 | 15.20 | 21.16 | -19.94 | 16.85 | 43.66 |
| Sharpe Ratio | NA | 1.52 | 1.13 | 0.43 | NA | NA | NA | … | … | 1.00 | 1.14 | 1.02 | 1.57 | -1.02 | 1.43 | 3.40 |
| Standard Deviation(%) | NA | 12.42 | 13.22 | 14.81 | NA | NA | NA | … | … | 15.05 | 15.38 | 11.32 | 11.27 | 21.02 | 11.79 | 17.91 |
| Draw Down(%) | NA | 9.82 | 15.53 | 27.58 | NA | NA | NA | … | … | 9.82 | 15.53 | 7.07 | 10.10 | 26.84 | 5.28 | 6.67 |
| Yield(%) | 0.00 | 4.75 | 3.71 | 2.85 | 2.33 | 1.55 | 1.16 | … | … | 0.00 | 5.08 | 2.86 | 2.05 | 2.83 | 1.56 | 0.85 |
Data as of 06/08/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAOTX (American Funds 2065 Target Date Retirement Fund) |
2.76%
Apr 2021 – Apr 2024 |
7.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAOTX (American Funds 2065 Target Date Retirement Fund) |
20.96%
Sep 2022 – Sep 2025 |
12.45%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart