Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-4) | 3.54% | 12.79% | 12.24% | 4.39% | 7.72% | 8.14% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDETX (AMERICAN FUNDS 2030 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 (%) | -1.88 | 12.79 | 12.24 | 4.39 | 7.72 | 8.14 | NA | … | … | 3.54 | 15.33 | 10.49 | 14.10 | -16.93 | 6.80 | 12.29 | 19.71 | -4.53 | 17.98 | 7.34 | 0.18 | 6.70 | 25.12 | 16.03 | -2.04 | 12.78 | 31.06 | -35.22 | 7.57 |
| Sharpe Ratio | NA | 1.50 | 1.14 | 0.20 | 0.56 | NA | NA | … | … | 0.81 | 1.37 | 0.92 | 1.31 | -1.26 | 0.73 | 0.60 | 2.43 | -0.57 | 3.80 | 0.69 | 0.01 | 0.74 | 2.70 | 1.48 | -0.11 | 0.85 | 1.47 | -1.17 | 0.42 |
| Standard Deviation(%) | NA | 7.41 | 8.35 | 10.03 | 10.85 | NA | NA | … | … | 8.86 | 9.14 | 7.46 | 8.03 | 14.62 | 9.28 | 20.09 | 7.51 | 10.41 | 4.58 | 10.40 | 11.30 | 9.08 | 9.28 | 10.89 | 19.24 | 14.93 | 21.09 | 30.96 | 14.13 |
| Draw Down(%) | NA | 6.08 | 8.69 | 25.14 | 25.14 | NA | NA | … | … | 6.08 | 8.69 | 3.73 | 7.67 | 20.96 | 5.29 | 22.36 | 3.88 | 12.85 | 1.51 | 8.47 | 10.46 | 6.58 | 6.53 | 8.73 | 17.72 | 11.81 | 20.94 | 45.07 | 8.76 |
| Yield(%) | 0.00 | 6.46 | 4.84 | 2.95 | 3.91 | 4.76 | 3.80 | … | … | 0.00 | 6.84 | 3.98 | 2.98 | 1.42 | 1.01 | 1.46 | 4.56 | 4.04 | 2.84 | 3.66 | 5.26 | 4.16 | 2.57 | 3.33 | 2.32 | 2.37 | 2.76 | 3.07 | 1.44 |
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 |
|---|---|---|---|---|
| RDETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.77%
Jun 2007 – Jun 2010 |
-0.25%
May 2007 – May 2012 |
5.04%
Oct 2013 – Oct 2023 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-4) |
21.95%
Feb 2009 – Feb 2012 |
19.82%
Feb 2009 – Feb 2014 |
12.88%
Feb 2009 – Feb 2019 |
10.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart