Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5) | 3.32% | 11.28% | 10.55% | 4.34% | 6.11% | 6.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REJTX (AMERICAN FUNDS 2015 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 (%) | -1.11 | 11.28 | 10.55 | 4.34 | 6.11 | 6.46 | NA | … | … | 3.32 | 13.39 | 8.41 | 9.47 | -11.25 | 6.63 | 8.14 | 14.91 | -2.85 | 11.17 | 7.59 | -0.76 | 6.67 | 15.63 | 11.50 | 2.27 | 10.49 | 25.08 | -28.85 | 9.27 |
| Sharpe Ratio | NA | 1.64 | 1.21 | 0.25 | 0.61 | NA | NA | … | … | 0.86 | 1.70 | 0.89 | 0.93 | -1.26 | 1.10 | 0.57 | 2.96 | -0.69 | 3.75 | 1.16 | -0.12 | 1.18 | 2.43 | 1.67 | 0.18 | 1.08 | 1.51 | -1.19 | 0.73 |
| Standard Deviation(%) | NA | 5.28 | 6.04 | 7.04 | 7.34 | NA | NA | … | … | 6.31 | 6.22 | 5.41 | 6.27 | 10.12 | 6.00 | 13.78 | 4.55 | 6.15 | 2.81 | 6.37 | 6.86 | 5.64 | 6.43 | 6.93 | 12.16 | 9.60 | 16.57 | 25.00 | 11.03 |
| Draw Down(%) | NA | 4.70 | 5.75 | 18.27 | 18.27 | NA | NA | … | … | 4.70 | 5.34 | 2.84 | 5.75 | 16.03 | 2.74 | 16.64 | 2.18 | 7.91 | 0.96 | 4.24 | 6.92 | 3.83 | 5.19 | 5.16 | 10.16 | 7.31 | 17.78 | 38.19 | 6.98 |
| Yield(%) | 0.00 | 7.79 | 6.11 | 4.05 | 4.37 | 4.89 | 4.16 | … | … | 0.00 | 8.20 | 5.70 | 3.98 | 2.46 | 1.91 | 2.87 | 4.75 | 4.24 | 3.19 | 3.46 | 5.50 | 4.30 | 4.12 | 4.36 | 3.67 | 4.53 | 3.60 | 3.91 | 1.79 |
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 |
|---|---|---|---|---|
| REJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5) |
-4.10%
Jun 2007 – Jun 2010 |
0.99%
May 2007 – May 2012 |
3.99%
Oct 2013 – Oct 2023 |
3.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REJTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5) |
19.02%
Feb 2009 – Feb 2012 |
15.95%
Feb 2009 – Feb 2014 |
10.28%
Feb 2009 – Feb 2019 |
8.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart