Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAWTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-1) | 6.10% | 19.05% | 17.20% | 8.62% | 11.54% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAWTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-1) | 03/30/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.79 | 19.05 | 17.20 | 8.62 | 11.54 | NA | NA | … | … | 6.10 | 15.19 | 15.26 | 21.15 | -19.98 | 16.89 | 18.97 | 24.60 | -5.97 | 22.03 | 8.11 | -2.65 |
| Sharpe Ratio | NA | 1.52 | 1.13 | 0.43 | 0.65 | NA | NA | … | … | 1.00 | 0.77 | 1.02 | 1.57 | -1.03 | 1.43 | 0.68 | 2.23 | -0.54 | 3.79 | 0.66 | -0.27 |
| Standard Deviation(%) | NA | 12.42 | 13.22 | 14.78 | 15.20 | NA | NA | … | … | 15.06 | 16.22 | 11.35 | 11.25 | 20.95 | 11.80 | 27.40 | 10.39 | 13.68 | 5.66 | 11.95 | 12.98 |
| Draw Down(%) | NA | 9.82 | 15.50 | 27.55 | 29.34 | NA | NA | … | … | 9.82 | 15.50 | 7.10 | 10.05 | 26.79 | 5.33 | 29.34 | 5.39 | 16.30 | 1.88 | 10.04 | 11.55 |
| Yield(%) | 0.00 | 5.63 | 4.35 | 3.89 | 5.05 | 3.39 | 2.54 | … | … | 0.00 | 6.03 | 3.38 | 2.46 | 4.62 | 3.97 | 2.98 | 3.95 | 3.19 | 1.83 | 2.62 | 0.62 |
Data as of 06/10/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAWTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-1) |
2.79%
Apr 2021 – Apr 2024 |
4.73%
Sep 2017 – Sep 2022 |
8.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAWTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-1) |
20.97%
Sep 2022 – Sep 2025 |
15.18%
Oct 2016 – Oct 2021 |
12.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart