Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) | 0.37% | 6.07% | 4.61% | 7.13% | 6.33% | 8.08% | NA | 6.37% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) | 02/26/2007 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
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 (%) | 4.51 | 6.07 | 4.61 | 7.13 | 6.33 | 8.08 | NA | 6.37 | 0.37 | 9.65 | 15.47 | -19.74 | 10.33 | 14.28 | 22.84 | -5.49 | 20.67 | 7.70 | 0.22 | 6.71 | 25.54 | 16.16 | -2.35 | 12.62 | 31.34 | -35.53 | 7.80 |
| Sharpe Ratio | NA | 0.03 | 0.00 | 0.37 | 0.35 | NA | NA | 0.33 | -0.16 | 0.34 | 1.23 | -1.21 | 0.98 | 0.57 | 2.32 | -0.55 | 3.87 | 0.65 | 0.02 | 0.71 | 2.70 | 1.47 | -0.12 | 0.83 | 1.46 | -1.15 | 0.44 |
| Standard Deviation(%) | NA | 11.77 | 12.65 | 12.65 | 13.33 | NA | NA | 15.50 | 16.08 | 8.92 | 9.21 | 17.50 | 10.48 | 24.45 | 9.23 | 12.44 | 5.21 | 11.52 | 12.16 | 9.46 | 9.46 | 11.03 | 19.70 | 15.18 | 21.39 | 31.55 | 14.29 |
| Draw Down(%) | NA | 11.51 | 14.02 | 26.55 | 26.72 | NA | NA | 49.89 | 10.58 | 5.20 | 8.50 | 23.09 | 4.49 | 26.72 | 4.83 | 15.01 | 1.76 | 9.50 | 11.25 | 7.01 | 6.63 | 8.79 | 18.19 | 12.31 | 21.15 | 45.50 | 8.84 |
| Yield(%) | 0.00 | 1.79 | 1.63 | 1.66 | 2.97 | 4.09 | 3.00 | 3.33 | 0.00 | 1.87 | 1.95 | 1.14 | 0.96 | 1.10 | 4.98 | 4.29 | 2.79 | 3.71 | 5.35 | 3.78 | 2.43 | 3.05 | 2.14 | 2.67 | 2.81 | 3.12 | 1.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) |
-6.98%
Jun 2007 - Jun 2010 |
-0.40%
May 2007 - May 2012 |
5.72%
May 2007 - May 2017 |
5.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A) |
22.00%
Feb 2009 - Feb 2012 |
19.92%
Feb 2009 - Feb 2014 |
13.27%
Feb 2009 - Feb 2019 |
10.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart