Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) | 7.08% | 21.26% | 18.07% | 6.81% | 10.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) | 02/25/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 21.26 | 18.07 | 6.81 | 10.20 | NA | NA | … | … | 7.08 | 20.32 | 15.16 | 21.00 | -24.61 | 12.88 | 16.25 | 24.55 | -5.95 | 22.15 | 8.00 | 0.24 | 5.48 |
| Sharpe Ratio | NA | 1.52 | 1.13 | 0.29 | 0.56 | NA | NA | … | … | 1.00 | 1.15 | 1.03 | 1.56 | -1.21 | 1.07 | 0.58 | 2.22 | -0.54 | 3.82 | 0.65 | 0.02 | 0.69 |
| Standard Deviation(%) | NA | 12.25 | 13.10 | 14.96 | 15.30 | NA | NA | … | … | 14.84 | 15.24 | 11.25 | 11.20 | 21.64 | 12.00 | 27.48 | 10.37 | 13.66 | 5.65 | 12.05 | 12.74 | 9.29 |
| Draw Down(%) | NA | 9.73 | 15.40 | 29.86 | 29.86 | NA | NA | … | … | 9.73 | 15.40 | 6.99 | 10.00 | 26.63 | 5.30 | 29.34 | 5.43 | 16.33 | 1.91 | 10.15 | 11.63 | 7.18 |
| Yield(%) | 0.00 | 6.11 | 4.72 | 2.58 | 3.82 | 3.10 | 2.32 | … | … | 0.00 | 6.49 | 3.62 | 2.63 | 0.39 | 0.71 | 0.73 | 4.70 | 4.03 | 2.66 | 3.52 | 3.99 | 3.48 |
Data as of 06/05/2026, Common starting date is 02/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) |
-0.45%
Apr 2021 – Apr 2024 |
2.99%
Dec 2017 – Dec 2022 |
7.29%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) |
20.04%
May 2023 – May 2026 |
14.64%
Oct 2016 – Oct 2021 |
10.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart