Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-3) | 3.42% | 12.01% | 11.33% | 5.70% | 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 |
|---|---|---|
| FDDTX (AMERICAN FUNDS 2025 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 (%) | -1.42 | 12.01 | 11.33 | 5.70 | NA | NA | NA | … | … | 3.42 | 6.75 | 9.32 | 12.00 | -12.72 | 11.46 | 13.74 | 19.34 | -3.41 | 12.57 |
| Sharpe Ratio | NA | 1.61 | 1.21 | 0.40 | NA | NA | NA | … | … | 0.86 | 0.38 | 0.92 | 1.19 | -1.16 | 1.69 | 0.80 | 2.76 | -0.55 | 3.40 |
| Standard Deviation(%) | NA | 6.19 | 6.99 | 8.21 | NA | NA | NA | … | … | 7.44 | 10.38 | 6.21 | 7.10 | 12.21 | 6.77 | 16.70 | 6.47 | 8.68 | 3.90 |
| Draw Down(%) | NA | 5.29 | 6.75 | 18.76 | NA | NA | NA | … | … | 5.29 | 6.92 | 3.24 | 6.75 | 18.76 | 2.92 | 19.22 | 3.15 | 10.47 | 1.22 |
| Yield(%) | 0.00 | 7.75 | 6.05 | 5.11 | 5.27 | 3.51 | 2.64 | … | … | 0.00 | 8.19 | 5.76 | 3.67 | 3.62 | 6.90 | 4.23 | 6.00 | 4.06 | 2.94 |
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 |
|---|---|---|---|---|
| FDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-3) |
1.54%
Apr 2021 – Apr 2024 |
4.26%
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 |
|---|---|---|---|---|
| FDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-3) |
14.80%
Dec 2018 – Dec 2021 |
9.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart