Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAQTX (American Funds 2065 Target Date Retirement Fund Class R-1) | 5.76% | 18.18% | 16.36% | 7.83% | 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 |
|---|---|---|
| RAQTX (American Funds 2065 Target Date Retirement Fund Class R-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 (%) | -3.83 | 18.18 | 16.36 | 7.83 | NA | NA | NA | … | … | 5.76 | 19.40 | 14.44 | 20.29 | -20.54 | 16.36 | 43.98 |
| Sharpe Ratio | NA | 1.44 | 1.06 | 0.38 | NA | NA | NA | … | … | 0.94 | 1.08 | 0.95 | 1.49 | -1.05 | 1.38 | 3.44 |
| Standard Deviation(%) | NA | 12.43 | 13.21 | 14.81 | NA | NA | NA | … | … | 15.10 | 15.35 | 11.33 | 11.25 | 21.02 | 11.84 | 17.80 |
| Draw Down(%) | NA | 9.92 | 15.63 | 27.99 | NA | NA | NA | … | … | 9.92 | 15.63 | 7.11 | 10.23 | 27.18 | 5.35 | 6.66 |
| Yield(%) | 0.00 | 4.15 | 2.89 | 2.25 | 1.87 | 1.25 | 0.93 | … | … | 0.00 | 4.44 | 1.98 | 1.30 | 2.44 | 1.09 | 0.98 |
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 |
|---|---|---|---|---|
| RAQTX (American Funds 2065 Target Date Retirement Fund Class R-1) |
2.04%
Apr 2021 – Apr 2024 |
7.06%
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 |
|---|---|---|---|---|
| RAQTX (American Funds 2065 Target Date Retirement Fund Class R-1) |
20.11%
Sep 2022 – Sep 2025 |
11.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart