Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) | 4.36% | 12.44% | 11.35% | 4.10% | 6.95% | 7.43% | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/26/2007 | 06/11/2026 |
| 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 (%) | -0.53 | 12.44 | 11.35 | 4.10 | 6.95 | 7.43 | NA | … | … | 4.36 | 14.16 | 8.95 | 11.57 | -14.58 | 5.53 | 11.23 | 17.42 | -3.77 | 14.90 | 6.91 | -0.15 | 6.38 | 23.25 | 15.14 | -1.29 | 12.44 | 29.39 | -34.77 | 7.48 |
| Sharpe Ratio | NA | 1.58 | 1.16 | 0.17 | 0.56 | NA | NA | … | … | 0.83 | 1.55 | 0.85 | 1.13 | -1.30 | 0.68 | 0.65 | 2.58 | -0.60 | 3.78 | 0.78 | -0.02 | 0.79 | 2.62 | 1.50 | -0.07 | 0.89 | 1.45 | -1.18 | 0.42 |
| Standard Deviation(%) | NA | 6.13 | 6.96 | 8.46 | 9.09 | NA | NA | … | … | 7.37 | 7.31 | 6.24 | 7.08 | 12.32 | 8.06 | 16.81 | 6.18 | 8.60 | 3.79 | 8.63 | 9.36 | 8.04 | 8.87 | 10.18 | 18.06 | 13.95 | 20.18 | 30.20 | 13.88 |
| Draw Down(%) | NA | 5.31 | 6.79 | 22.85 | 22.85 | NA | NA | … | … | 5.31 | 6.47 | 3.25 | 6.79 | 18.99 | 4.82 | 19.28 | 3.16 | 10.78 | 1.15 | 6.50 | 8.72 | 5.67 | 6.37 | 8.02 | 16.36 | 10.88 | 20.50 | 44.55 | 8.60 |
| Yield(%) | 0.00 | 7.37 | 5.67 | 3.47 | 4.06 | 4.76 | 3.79 | … | … | 0.00 | 7.81 | 5.37 | 3.30 | 1.76 | 1.09 | 1.76 | 4.19 | 3.72 | 2.68 | 3.30 | 5.52 | 3.73 | 2.51 | 3.15 | 2.52 | 3.07 | 2.95 | 3.37 | 1.45 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.77%
Jun 2007 – Jun 2010 |
-0.33%
May 2007 – May 2012 |
4.44%
Oct 2013 – Oct 2023 |
4.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) |
21.26%
Feb 2009 – Feb 2012 |
18.97%
Feb 2009 – Feb 2014 |
12.04%
Feb 2009 – Feb 2019 |
9.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart