Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5E) | 6.24% | 19.36% | 17.46% | 8.86% | 11.87% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.78 | 19.36 | 17.46 | 8.86 | 11.87 | NA | NA | … | … | 6.24 | 15.22 | 15.52 | 21.39 | -19.76 | 17.12 | 19.21 | 25.82 | -5.75 | 22.40 | 8.13 | -1.92 |
| Sharpe Ratio | NA | 1.54 | 1.15 | 0.45 | 0.68 | NA | NA | … | … | 1.02 | 0.77 | 1.05 | 1.59 | -1.02 | 1.45 | 0.69 | 2.33 | -0.52 | 3.83 | 0.66 | -1.36 |
| Standard Deviation(%) | NA | 12.42 | 13.23 | 14.79 | 15.22 | NA | NA | … | … | 15.07 | 16.30 | 11.35 | 11.26 | 20.92 | 11.80 | 27.44 | 10.43 | 13.74 | 5.70 | 12.02 | 12.69 |
| Draw Down(%) | NA | 9.85 | 15.48 | 27.38 | 29.34 | NA | NA | … | … | 9.85 | 15.48 | 7.08 | 9.97 | 26.69 | 5.31 | 29.34 | 5.39 | 16.16 | 1.96 | 10.06 | 3.97 |
| Yield(%) | 0.00 | 5.83 | 4.61 | 4.10 | 5.43 | 3.67 | 2.76 | … | … | 0.00 | 6.25 | 3.67 | 2.72 | 4.80 | 4.15 | 3.15 | 5.06 | 3.33 | 2.06 | 2.64 | 0.78 |
Data as of 06/10/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5E) |
3.00%
Apr 2021 – Apr 2024 |
5.13%
Sep 2017 – Sep 2022 |
11.08%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5E) |
21.22%
Sep 2022 – Sep 2025 |
15.59%
Oct 2016 – Oct 2021 |
12.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart