Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) | 3.57% | 12.16% | 11.23% | 4.32% | 6.39% | 6.87% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 06/05/2026 |
| 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 (%) | -1.27 | 12.16 | 11.23 | 4.32 | 6.39 | 6.87 | NA | … | … | 3.57 | 14.23 | 8.93 | 10.36 | -12.34 | 5.45 | 8.77 | 15.56 | -2.73 | 12.86 | 6.99 | 0.15 | 6.68 | 18.61 | 13.03 | 1.06 | 11.10 | 27.28 | -32.28 | 10.15 |
| Sharpe Ratio | NA | 2.06 | 1.32 | 0.27 | 0.62 | NA | NA | … | … | 1.42 | 1.63 | 0.89 | 1.01 | -1.27 | 0.77 | 0.59 | 2.86 | -0.59 | 3.73 | 0.93 | 0.01 | 1.03 | 2.52 | 1.58 | 0.07 | 0.97 | 1.47 | -1.17 | 0.72 |
| Standard Deviation(%) | NA | 5.71 | 6.63 | 7.77 | 7.95 | NA | NA | … | … | 6.95 | 7.00 | 5.95 | 6.68 | 10.92 | 7.04 | 14.31 | 4.92 | 7.01 | 3.28 | 7.30 | 8.03 | 6.48 | 7.38 | 8.28 | 14.49 | 11.31 | 18.53 | 28.29 | 12.64 |
| Draw Down(%) | NA | 5.06 | 6.29 | 20.50 | 20.50 | NA | NA | … | … | 5.06 | 6.07 | 3.10 | 6.29 | 17.04 | 4.30 | 17.13 | 2.45 | 8.56 | 1.05 | 5.04 | 7.48 | 4.49 | 5.56 | 6.42 | 12.76 | 9.08 | 19.29 | 41.92 | 7.99 |
| Yield(%) | 0.00 | 8.02 | 6.14 | 3.95 | 4.36 | 4.87 | 4.06 | … | … | 0.00 | 8.46 | 5.63 | 3.74 | 2.38 | 1.70 | 2.66 | 4.68 | 4.12 | 3.03 | 3.42 | 4.22 | 3.97 | 2.97 | 3.53 | 3.14 | 3.86 | 3.29 | 3.69 | 1.64 |
Data as of 06/05/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) |
-5.57%
Jun 2007 – Jun 2010 |
0.28%
May 2007 – May 2012 |
4.15%
Oct 2013 – Oct 2023 |
3.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RECTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5) |
20.12%
Feb 2009 – Feb 2012 |
17.30%
Feb 2009 – Feb 2014 |
11.16%
Feb 2009 – Feb 2019 |
8.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart