Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAXTX (American Funds 2065 Target Date Retirement Fund Class F-1) | 6.12% | 19.11% | 17.22% | 8.62% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAXTX (American Funds 2065 Target Date Retirement Fund Class F-1) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.75 | 19.11 | 17.22 | 8.62 | NA | NA | NA | … | … | 6.12 | 20.35 | 15.21 | 21.16 | -19.95 | 16.92 | 43.82 |
| Sharpe Ratio | NA | 1.51 | 1.12 | 0.43 | NA | NA | NA | … | … | 1.00 | 1.14 | 1.02 | 1.57 | -1.02 | 1.43 | 3.41 |
| Standard Deviation(%) | NA | 12.42 | 13.25 | 14.81 | NA | NA | NA | … | … | 15.09 | 15.39 | 11.38 | 11.24 | 20.97 | 11.78 | 17.89 |
| Draw Down(%) | NA | 9.84 | 15.59 | 27.58 | NA | NA | NA | … | … | 9.84 | 15.59 | 7.11 | 10.09 | 26.81 | 5.33 | 6.66 |
| Yield(%) | 0.00 | 4.71 | 3.64 | 2.82 | 2.31 | 1.54 | 1.16 | … | … | 0.00 | 5.04 | 2.83 | 2.00 | 2.84 | 1.50 | 0.92 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FAXTX (American Funds 2065 Target Date Retirement Fund Class F-1) |
2.78%
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 |
|---|---|---|---|---|
| FAXTX (American Funds 2065 Target Date Retirement Fund Class F-1) |
20.97%
Sep 2022 – Sep 2025 |
12.48%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart