Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) | 3.18% | 11.25% | 10.54% | 3.89% | 6.08% | 6.60% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/26/2007 | 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 (%) | -1.28 | 11.25 | 10.54 | 3.89 | 6.08 | 6.60 | NA | … | … | 3.18 | 13.78 | 8.69 | 10.04 | -12.62 | 5.09 | 8.42 | 15.28 | -3.08 | 12.51 | 6.66 | -0.20 | 6.35 | 18.28 | 12.65 | 0.77 | 11.11 | 26.77 | -32.48 | 7.32 |
| Sharpe Ratio | NA | 1.59 | 1.15 | 0.19 | 0.56 | NA | NA | … | … | 0.86 | 1.56 | 0.85 | 0.98 | -1.29 | 0.72 | 0.57 | 2.76 | -0.65 | 3.71 | 0.88 | -0.03 | 0.97 | 2.48 | 1.54 | 0.05 | 0.97 | 1.43 | -1.18 | 0.44 |
| Standard Deviation(%) | NA | 5.79 | 6.64 | 7.76 | 7.96 | NA | NA | … | … | 6.92 | 7.02 | 5.98 | 6.59 | 10.91 | 7.09 | 14.38 | 5.00 | 6.92 | 3.21 | 7.32 | 8.05 | 6.51 | 7.35 | 8.27 | 14.59 | 11.32 | 18.67 | 28.27 | 12.86 |
| Draw Down(%) | NA | 5.05 | 6.35 | 20.71 | 20.71 | NA | NA | … | … | 5.05 | 6.06 | 3.06 | 6.35 | 17.19 | 4.32 | 17.13 | 2.40 | 8.78 | 0.98 | 5.07 | 7.62 | 4.53 | 5.59 | 6.35 | 12.82 | 9.02 | 19.35 | 42.15 | 7.83 |
| Yield(%) | 0.00 | 7.76 | 5.82 | 3.68 | 4.06 | 4.55 | 3.66 | … | … | 0.00 | 8.19 | 5.34 | 3.44 | 2.09 | 1.37 | 2.33 | 4.39 | 3.83 | 2.79 | 3.16 | 3.98 | 3.71 | 2.69 | 3.24 | 2.85 | 3.83 | 3.03 | 3.53 | 1.48 |
Data as of 06/10/2026, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) |
-5.79%
Jun 2007 – Jun 2010 |
0.02%
May 2007 – May 2012 |
3.83%
Oct 2013 – Oct 2023 |
3.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) |
19.88%
Feb 2009 – Feb 2012 |
17.00%
Feb 2009 – Feb 2014 |
10.87%
Feb 2009 – Feb 2019 |
8.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart