Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-1) | 5.52% | 17.54% | 16.02% | 5.62% | 9.31% | 8.95% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-1) | 02/27/2007 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.53 | 17.54 | 16.02 | 5.62 | 9.31 | 8.95 | NA | … | … | 5.52 | 19.18 | 14.18 | 19.40 | -24.66 | 11.87 | 15.21 | 23.58 | -6.67 | 21.25 | 7.12 | -0.51 | 5.88 | 25.14 | 15.57 | -3.38 | 11.73 | 30.52 | -36.05 | 10.22 |
| Sharpe Ratio | NA | 1.44 | 1.07 | 0.23 | 0.51 | NA | NA | … | … | 0.93 | 1.10 | 0.96 | 1.44 | -1.23 | 0.99 | 0.54 | 2.14 | -0.59 | 3.66 | 0.57 | -0.04 | 0.60 | 2.62 | 1.39 | -0.17 | 0.74 | 1.41 | -1.16 | 0.66 |
| Standard Deviation(%) | NA | 11.87 | 12.77 | 14.68 | 15.15 | NA | NA | … | … | 14.37 | 14.85 | 10.96 | 11.05 | 21.32 | 11.94 | 27.46 | 10.34 | 13.65 | 5.65 | 12.02 | 12.64 | 9.71 | 9.58 | 11.27 | 20.08 | 15.63 | 21.53 | 31.87 | 13.91 |
| Draw Down(%) | NA | 9.52 | 15.01 | 29.81 | 29.81 | NA | NA | … | … | 9.52 | 15.01 | 6.71 | 10.00 | 26.54 | 5.22 | 29.36 | 5.47 | 16.89 | 1.91 | 10.22 | 11.87 | 7.39 | 6.68 | 9.21 | 18.78 | 12.63 | 21.25 | 46.04 | 8.95 |
| Yield(%) | 0.00 | 5.62 | 4.06 | 2.05 | 3.07 | 3.67 | 3.01 | … | … | 0.00 | 6.01 | 2.99 | 2.03 | 0.00 | 0.02 | 0.05 | 4.12 | 3.58 | 1.95 | 2.98 | 4.07 | 3.22 | 1.57 | 1.79 | 1.34 | 2.84 | 2.45 | 3.02 | 1.07 |
Data as of 06/10/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-1) |
-7.74%
Jun 2007 – Jun 2010 |
-1.20%
May 2007 – May 2012 |
5.03%
May 2007 – May 2017 |
4.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-1) |
21.11%
Feb 2009 – Feb 2012 |
19.12%
Feb 2009 – Feb 2014 |
12.66%
Feb 2009 – Feb 2019 |
10.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart