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 |
|---|---|---|---|---|---|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A) | -0.64% | 6.17% | 5.06% | 7.96% | 6.75% | 8.39% | NA | 6.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 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 (%) | 5.35 | 6.17 | 5.06 | 7.96 | 6.75 | 8.39 | NA | 6.64 | -0.64 | 11.94 | 17.71 | -21.96 | 11.81 | 15.51 | 23.97 | -5.87 | 21.62 | 7.79 | 0.28 | 6.67 | 26.14 | 16.38 | -2.59 | 12.58 | 31.63 | -35.62 | 7.95 |
| Sharpe Ratio | NA | 0.04 | 0.03 | 0.38 | 0.34 | NA | NA | 0.34 | -0.28 | 0.51 | 1.30 | -1.18 | 1.03 | 0.57 | 2.28 | -0.55 | 3.88 | 0.64 | 0.02 | 0.69 | 2.73 | 1.46 | -0.13 | 0.80 | 1.46 | -1.15 | 0.46 |
| Standard Deviation(%) | NA | 14.36 | 14.68 | 14.38 | 14.62 | NA | NA | 16.22 | 20.12 | 10.42 | 10.42 | 19.94 | 11.44 | 26.47 | 9.90 | 13.18 | 5.43 | 11.85 | 12.48 | 9.64 | 9.55 | 11.30 | 20.05 | 15.59 | 21.62 | 31.67 | 14.30 |
| Draw Down(%) | NA | 14.01 | 14.96 | 28.11 | 28.54 | NA | NA | 50.02 | 13.53 | 5.97 | 9.37 | 24.77 | 4.83 | 28.54 | 5.21 | 15.83 | 1.86 | 9.92 | 11.41 | 7.14 | 6.64 | 9.02 | 18.54 | 12.47 | 21.26 | 45.59 | 8.84 |
| Yield(%) | 0.00 | 1.37 | 1.30 | 1.39 | 2.83 | 3.96 | 2.92 | 3.24 | 0.00 | 1.45 | 1.71 | 0.83 | 0.86 | 0.89 | 5.10 | 4.39 | 2.86 | 3.78 | 4.89 | 4.02 | 2.56 | 2.78 | 2.08 | 2.33 | 2.68 | 2.94 | 1.42 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A) |
-7.02%
Jun 2007 - Jun 2010 |
-0.42%
May 2007 - May 2012 |
5.81%
May 2007 - May 2017 |
5.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A) |
22.03%
Feb 2009 - Feb 2012 |
20.05%
Feb 2009 - Feb 2014 |
13.45%
Feb 2009 - Feb 2019 |
11.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart