Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) | 7.46% | 20.42% | 17.53% | 6.58% | 9.87% | 9.47% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) | 02/27/2007 | 06/09/2026 |
| 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 (%) | -2.47 | 20.42 | 17.53 | 6.58 | 9.87 | 9.47 | NA | … | … | 7.46 | 19.74 | 14.65 | 20.04 | -24.30 | 12.46 | 15.75 | 24.16 | -6.19 | 21.73 | 7.65 | -0.01 | 6.37 | 25.73 | 16.04 | -3.02 | 12.68 | 31.00 | -35.85 | 10.70 |
| Sharpe Ratio | NA | 1.49 | 1.11 | 0.26 | 0.54 | NA | NA | … | … | 0.97 | 1.14 | 1.01 | 1.50 | -1.21 | 1.04 | 0.56 | 2.20 | -0.56 | 3.75 | 0.62 | 0.00 | 0.66 | 2.69 | 1.43 | -0.15 | 0.81 | 1.43 | -1.15 | 0.70 |
| Standard Deviation(%) | NA | 11.86 | 12.74 | 14.65 | 15.14 | NA | NA | … | … | 14.32 | 14.82 | 10.92 | 11.01 | 21.30 | 11.93 | 27.48 | 10.33 | 13.67 | 5.64 | 12.07 | 12.63 | 9.69 | 9.54 | 11.27 | 20.13 | 15.50 | 21.65 | 31.79 | 13.93 |
| Draw Down(%) | NA | 9.49 | 14.97 | 29.45 | 29.45 | NA | NA | … | … | 9.49 | 14.97 | 6.70 | 9.96 | 26.28 | 5.19 | 29.29 | 5.41 | 16.50 | 1.96 | 10.14 | 11.77 | 7.26 | 6.64 | 9.05 | 18.64 | 12.28 | 21.30 | 45.81 | 8.84 |
| Yield(%) | 0.00 | 5.95 | 4.51 | 2.42 | 3.58 | 4.28 | 3.57 | … | … | 0.00 | 6.35 | 3.41 | 2.49 | 0.30 | 0.47 | 0.41 | 4.71 | 3.98 | 2.51 | 3.47 | 4.40 | 3.65 | 2.05 | 2.44 | 1.78 | 3.42 | 2.86 | 3.10 | 1.44 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) |
-7.27%
Jun 2007 – Jun 2010 |
-0.72%
May 2007 – May 2012 |
5.53%
May 2007 – May 2017 |
4.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3) |
21.76%
Feb 2009 – Feb 2012 |
19.73%
Feb 2009 – Feb 2014 |
13.21%
Feb 2009 – Feb 2019 |
11.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart