Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-4) | 7.62% | 20.75% | 17.87% | 6.92% | 10.22% | 9.82% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/26/2007 | 06/09/2026 |
| 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 (%) | -2.47 | 20.75 | 17.87 | 6.92 | 10.22 | 9.82 | NA | … | … | 7.62 | 20.06 | 15.03 | 20.38 | -24.02 | 12.86 | 16.10 | 24.61 | -5.92 | 22.16 | 7.99 | 0.28 | 6.64 | 26.16 | 16.43 | -2.70 | 12.80 | 31.53 | -35.63 | 7.84 |
| Sharpe Ratio | NA | 1.52 | 1.14 | 0.29 | 0.57 | NA | NA | … | … | 0.99 | 1.17 | 1.04 | 1.52 | -1.20 | 1.08 | 0.57 | 2.25 | -0.53 | 3.89 | 0.65 | 0.02 | 0.68 | 2.74 | 1.46 | -0.14 | 0.81 | 1.45 | -1.15 | 0.44 |
| Standard Deviation(%) | NA | 11.87 | 12.75 | 14.67 | 15.14 | NA | NA | … | … | 14.36 | 14.81 | 10.98 | 11.07 | 21.30 | 11.92 | 27.47 | 10.29 | 13.71 | 5.55 | 12.03 | 12.60 | 9.77 | 9.54 | 11.31 | 20.13 | 15.61 | 21.63 | 31.67 | 14.29 |
| Draw Down(%) | NA | 9.47 | 14.92 | 29.26 | 29.33 | NA | NA | … | … | 9.47 | 14.92 | 6.70 | 9.88 | 26.11 | 5.17 | 29.33 | 5.37 | 16.37 | 1.95 | 10.08 | 11.62 | 7.21 | 6.60 | 9.01 | 18.55 | 12.38 | 21.24 | 45.63 | 8.92 |
| Yield(%) | 0.00 | 6.14 | 4.79 | 2.67 | 3.94 | 4.71 | 3.82 | … | … | 0.00 | 6.57 | 3.71 | 2.77 | 0.52 | 0.78 | 0.64 | 5.01 | 4.23 | 2.81 | 3.76 | 4.67 | 3.94 | 2.39 | 2.76 | 2.07 | 3.60 | 3.16 | 3.24 | 1.52 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| RDITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-4) |
-7.02%
Jun 2007 – Jun 2010 |
-0.43%
May 2007 – May 2012 |
5.86%
May 2007 – May 2017 |
5.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-4) |
22.10%
Feb 2009 – Feb 2012 |
20.08%
Feb 2009 – Feb 2014 |
13.55%
Feb 2009 – Feb 2019 |
11.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart