Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) | 6.96% | 20.94% | 17.74% | 6.50% | 9.88% | 9.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) | 02/23/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 20.94 | 17.74 | 6.50 | 9.88 | 9.46 | NA | … | … | 6.96 | 20.00 | 14.82 | 20.62 | -24.82 | 12.55 | 15.84 | 24.22 | -6.20 | 21.79 | 7.64 | -0.12 | 6.38 | 25.67 | 16.06 | -3.05 | 15.56 |
| Sharpe Ratio | NA | 1.49 | 1.10 | 0.27 | 0.54 | NA | NA | … | … | 0.98 | 1.13 | 0.99 | 1.53 | -1.22 | 1.04 | 0.57 | 2.20 | -0.56 | 3.74 | 0.62 | -0.01 | 0.66 | 2.67 | 1.44 | -0.15 | 1.17 |
| Standard Deviation(%) | NA | 12.27 | 13.11 | 14.96 | 15.29 | NA | NA | … | … | 14.85 | 15.24 | 11.26 | 11.21 | 21.63 | 12.02 | 27.43 | 10.34 | 13.68 | 5.67 | 12.06 | 12.68 | 9.68 | 9.61 | 11.24 | 20.13 | 15.52 |
| Draw Down(%) | NA | 9.77 | 15.40 | 30.04 | 30.04 | NA | NA | … | … | 9.77 | 15.40 | 7.01 | 10.07 | 26.83 | 5.30 | 29.34 | 5.45 | 16.55 | 1.97 | 10.13 | 11.70 | 7.24 | 6.65 | 9.15 | 18.76 | 12.45 |
| Yield(%) | 0.00 | 5.87 | 4.43 | 2.33 | 3.43 | 4.09 | 3.69 | … | … | 0.00 | 6.24 | 3.33 | 2.36 | 0.18 | 0.40 | 0.42 | 4.42 | 3.72 | 2.28 | 3.13 | 3.65 | 3.09 | 2.15 | 2.32 | 2.67 | 2.13 |
Data as of 06/05/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) |
-0.75%
Apr 2021 – Apr 2024 |
2.69%
Dec 2017 – Dec 2022 |
5.71%
Oct 2013 – Oct 2023 |
8.35%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3) |
19.71%
May 2023 – May 2026 |
14.30%
Oct 2016 – Oct 2021 |
12.54%
Sep 2011 – Sep 2021 |
9.95%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart