Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AABTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS A) | 2.05% | 4.18% | 2.35% | 3.79% | 3.86% | 5.41% | NA | 4.38% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AABTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 02/26/2007.
AR inception is since 02/26/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 4.18 | 2.35 | 3.79 | 3.86 | 5.41 | NA | 4.38 | 2.05 | 2.69 | 8.38 | -11.58 | 6.28 | 7.90 | 14.48 | -2.99 | 10.84 | 7.11 | -0.97 | 6.31 | 15.25 | 11.32 | 1.84 | 9.87 | 24.58 | -29.08 | 6.64 |
| Sharpe Ratio | NA | -0.26 | -0.24 | 0.17 | 0.28 | NA | NA | 0.31 | 0.41 | -0.53 | 0.66 | -1.28 | 1.04 | 0.55 | 2.91 | -0.69 | 3.50 | 1.10 | -0.14 | 1.12 | 2.36 | 1.62 | 0.15 | 1.01 | 1.47 | -1.20 | 0.44 |
| Standard Deviation(%) | NA | 8.45 | 8.29 | 7.86 | 7.71 | NA | NA | 10.46 | 9.07 | 7.43 | 6.32 | 10.13 | 6.02 | 13.79 | 4.49 | 6.25 | 2.93 | 6.30 | 6.92 | 5.63 | 6.46 | 7.00 | 12.17 | 9.65 | 16.67 | 24.95 | 11.35 |
| Draw Down(%) | NA | 8.98 | 10.53 | 18.51 | 18.51 | NA | NA | 42.44 | 5.38 | 7.00 | 5.88 | 16.21 | 2.90 | 16.58 | 2.19 | 8.12 | 0.96 | 4.26 | 7.05 | 3.85 | 5.22 | 5.28 | 10.31 | 7.75 | 17.83 | 38.42 | 6.99 |
| Yield(%) | 0.00 | 0.00 | 1.67 | 1.98 | 2.89 | 3.78 | 2.92 | 3.24 | 0.00 | 0.00 | 2.89 | 2.21 | 1.61 | 2.59 | 4.46 | 3.97 | 2.92 | 3.17 | 5.22 | 4.02 | 3.82 | 4.03 | 3.36 | 3.92 | 3.36 | 3.72 | 1.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS A) |
-4.49%
Jun 2007 - Jun 2010 |
0.64%
May 2007 - May 2012 |
3.68%
Oct 2013 - Oct 2023 |
3.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS A) |
18.49%
Feb 2009 - Feb 2012 |
15.51%
Feb 2009 - Feb 2014 |
9.90%
Feb 2009 - Feb 2019 |
7.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart