Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) | 8.02% | 21.60% | 18.28% | 9.13% | 11.61% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 21.60 | 18.28 | 9.13 | 11.61 | NA | NA | … | … | 8.02 | 15.19 | 15.25 | 21.21 | -19.94 | 16.86 | 19.03 | 24.53 | -5.95 | 22.08 | 8.00 | -2.70 |
| Sharpe Ratio | NA | 1.52 | 1.13 | 0.43 | 0.65 | NA | NA | … | … | 1.01 | 0.77 | 1.03 | 1.57 | -1.02 | 1.43 | 0.68 | 2.23 | -0.54 | 3.78 | 0.65 | -0.27 |
| Standard Deviation(%) | NA | 12.41 | 13.23 | 14.79 | 15.20 | NA | NA | … | … | 15.02 | 16.24 | 11.34 | 11.29 | 20.95 | 11.79 | 27.42 | 10.36 | 13.68 | 5.70 | 12.06 | 13.05 |
| Draw Down(%) | NA | 9.82 | 15.55 | 27.55 | 29.37 | NA | NA | … | … | 9.82 | 15.55 | 7.10 | 10.11 | 26.77 | 5.32 | 29.37 | 5.39 | 16.31 | 1.96 | 10.15 | 11.65 |
| Yield(%) | 0.00 | 5.65 | 4.43 | 3.94 | 4.99 | 3.39 | 2.54 | … | … | 0.00 | 6.04 | 3.45 | 2.52 | 4.64 | 3.96 | 2.88 | 3.98 | 3.14 | 1.86 | 2.51 | 0.67 |
Data as of 06/09/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) |
2.82%
Apr 2021 – Apr 2024 |
4.74%
Sep 2017 – Sep 2022 |
8.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4) |
20.99%
Sep 2022 – Sep 2025 |
15.18%
Oct 2016 – Oct 2021 |
12.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart