Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) | 5.24% | 17.01% | 15.98% | 6.20% | 9.83% | 9.57% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 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 (%) | -2.98 | 17.01 | 15.98 | 6.20 | 9.83 | 9.57 | NA | … | … | 5.24 | 19.10 | 14.36 | 18.99 | -22.01 | 11.73 | 15.47 | 23.94 | -5.85 | 21.59 | 7.82 | 0.21 | 6.61 | 26.16 | 16.42 | -2.71 | 12.85 | 31.46 | -35.63 | 7.86 |
| Sharpe Ratio | NA | 1.53 | 1.16 | 0.29 | 0.57 | NA | NA | … | … | 0.97 | 1.20 | 1.05 | 1.49 | -1.18 | 1.02 | 0.57 | 2.27 | -0.55 | 3.87 | 0.65 | 0.01 | 0.69 | 2.73 | 1.46 | -0.14 | 0.83 | 1.45 | -1.15 | 0.44 |
| Standard Deviation(%) | NA | 10.60 | 11.69 | 13.60 | 14.33 | NA | NA | … | … | 12.64 | 13.54 | 10.22 | 10.37 | 19.86 | 11.45 | 26.43 | 9.89 | 13.19 | 5.43 | 11.78 | 12.47 | 9.59 | 9.56 | 11.31 | 20.13 | 15.43 | 21.56 | 31.59 | 14.31 |
| Draw Down(%) | NA | 8.39 | 13.55 | 28.12 | 28.55 | NA | NA | … | … | 8.39 | 13.55 | 6.03 | 9.39 | 24.73 | 4.84 | 28.55 | 5.17 | 15.87 | 1.93 | 9.86 | 11.43 | 7.15 | 6.64 | 9.12 | 18.56 | 12.48 | 21.26 | 45.59 | 8.92 |
| Yield(%) | 0.00 | 6.22 | 4.86 | 2.79 | 4.09 | 4.89 | 3.89 | … | … | 0.00 | 6.66 | 3.88 | 2.92 | 0.79 | 0.81 | 0.81 | 5.11 | 4.38 | 2.87 | 3.81 | 4.91 | 4.04 | 2.56 | 2.81 | 2.07 | 2.46 | 2.67 | 2.93 | 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 |
|---|---|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.98%
Jun 2007 – Jun 2010 |
-0.42%
May 2007 – May 2012 |
5.81%
May 2007 – May 2017 |
5.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4) |
22.07%
Feb 2009 – Feb 2012 |
20.06%
Feb 2009 – Feb 2014 |
13.44%
Feb 2009 – Feb 2019 |
11.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart