Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-3) | 6.23% | 19.36% | 17.56% | 9.01% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-3) | 02/03/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | 19.36 | 17.56 | 9.01 | NA | NA | NA | … | … | 6.23 | 14.86 | 15.56 | 21.40 | -19.45 | 17.28 | 19.46 | 25.64 | -5.64 | 18.29 |
| Sharpe Ratio | NA | 1.56 | 1.16 | 0.46 | NA | NA | NA | … | … | 1.03 | 0.75 | 1.06 | 1.60 | -1.00 | 1.46 | 0.70 | 2.33 | -0.51 | 3.45 |
| Standard Deviation(%) | NA | 12.24 | 13.08 | 14.68 | NA | NA | NA | … | … | 14.81 | 16.29 | 11.24 | 11.21 | 20.85 | 11.78 | 27.39 | 10.36 | 13.72 | 5.71 |
| Draw Down(%) | NA | 9.70 | 15.34 | 27.11 | NA | NA | NA | … | … | 9.70 | 15.34 | 6.98 | 9.93 | 26.43 | 5.31 | 29.33 | 5.38 | 16.09 | 1.90 |
| Yield(%) | 0.00 | 6.34 | 5.01 | 4.55 | 5.46 | 3.64 | 2.73 | … | … | 0.00 | 6.81 | 3.97 | 3.00 | 5.43 | 5.03 | 3.73 | 5.60 | 4.29 | 2.83 |
Data as of 06/10/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-3) |
3.19%
Apr 2021 – Apr 2024 |
5.27%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-3) |
21.35%
Sep 2022 – Sep 2025 |
13.54%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart