Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) | 3.65% | 12.29% | 11.29% | 4.38% | 6.44% | 6.93% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) | 05/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 12.29 | 11.29 | 4.38 | 6.44 | 6.93 | NA | … | … | 3.65 | 14.28 | 8.95 | 10.46 | -12.27 | 5.45 | 8.86 | 15.59 | -2.69 | 12.87 | 7.05 | 0.19 | 6.74 | 18.71 | 12.98 | 1.10 | 11.29 | 21.96 |
| Sharpe Ratio | NA | 1.67 | 1.21 | 0.24 | 0.61 | NA | NA | … | … | 0.89 | 1.64 | 0.89 | 1.03 | -1.26 | 0.77 | 0.60 | 2.85 | -0.59 | 3.77 | 0.93 | 0.02 | 1.03 | 2.52 | 1.58 | 0.07 | 0.98 | 2.64 |
| Standard Deviation(%) | NA | 5.79 | 6.64 | 7.77 | 7.94 | NA | NA | … | … | 6.98 | 6.98 | 5.96 | 6.66 | 10.94 | 7.06 | 14.28 | 4.95 | 6.93 | 3.25 | 7.31 | 8.02 | 6.50 | 7.42 | 8.24 | 14.56 | 11.41 | 13.09 |
| Draw Down(%) | NA | 5.09 | 6.24 | 20.46 | 20.46 | NA | NA | … | … | 5.09 | 6.03 | 3.04 | 6.24 | 16.97 | 4.27 | 17.04 | 2.38 | 8.51 | 1.06 | 5.05 | 7.50 | 4.50 | 5.66 | 6.33 | 12.59 | 9.10 | 4.93 |
| Yield(%) | 0.00 | 8.12 | 6.22 | 4.02 | 4.43 | 4.95 | 5.30 | … | … | 0.00 | 8.56 | 5.71 | 3.81 | 2.44 | 1.76 | 2.73 | 4.76 | 4.18 | 3.11 | 3.48 | 4.28 | 4.02 | 3.02 | 3.57 | 3.18 | 3.91 | 3.16 |
Data as of 06/05/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) |
-0.58%
Apr 2021 – Apr 2024 |
2.02%
Sep 2017 – Sep 2022 |
4.19%
Oct 2013 – Oct 2023 |
6.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6) |
14.47%
Sep 2011 – Sep 2014 |
13.52%
Jun 2009 – Jun 2014 |
9.44%
Jun 2009 – Jun 2019 |
7.63%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart