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 |
|---|---|---|---|---|---|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) | 2.09% | 6.72% | 3.70% | 4.29% | 4.31% | 6.09% | NA | 4.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) | 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 (%) | 3.09 | 6.72 | 3.70 | 4.29 | 4.31 | 6.09 | NA | 4.74 | 2.09 | 6.15 | 9.40 | -12.62 | 5.09 | 8.42 | 15.28 | -3.08 | 12.51 | 6.66 | -0.20 | 6.35 | 18.28 | 12.65 | 0.77 | 11.11 | 26.77 | -32.48 | 7.32 |
| Sharpe Ratio | NA | 0.10 | -0.10 | 0.21 | 0.31 | NA | NA | 0.30 | 0.28 | -0.07 | 0.79 | -1.29 | 0.72 | 0.57 | 2.78 | -0.64 | 3.72 | 0.88 | -0.03 | 0.97 | 2.48 | 1.54 | 0.05 | 0.97 | 1.43 | -1.18 | 0.45 |
| Standard Deviation(%) | NA | 7.91 | 8.47 | 8.25 | 8.25 | NA | NA | 11.73 | 10.26 | 6.41 | 6.61 | 10.91 | 7.09 | 14.38 | 5.00 | 6.92 | 3.21 | 7.32 | 8.05 | 6.51 | 7.35 | 8.27 | 14.59 | 11.32 | 18.67 | 28.27 | 12.86 |
| Draw Down(%) | NA | 7.17 | 11.01 | 20.71 | 20.71 | NA | NA | 46.26 | 6.06 | 4.46 | 6.35 | 17.19 | 4.32 | 17.13 | 2.40 | 8.78 | 0.98 | 5.07 | 7.62 | 4.53 | 5.59 | 6.35 | 12.82 | 9.02 | 19.35 | 42.15 | 7.83 |
| Yield(%) | 0.00 | 2.80 | 2.54 | 2.42 | 3.03 | 3.95 | 2.92 | 3.25 | 0.00 | 2.85 | 2.82 | 2.09 | 1.37 | 2.33 | 4.39 | 3.83 | 2.79 | 3.16 | 3.98 | 3.71 | 2.69 | 3.24 | 2.85 | 3.83 | 3.03 | 3.53 | 1.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) |
-5.79%
Jun 2007 - Jun 2010 |
0.02%
May 2007 - May 2012 |
3.83%
Oct 2013 - Oct 2023 |
3.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-4) |
19.88%
Feb 2009 - Feb 2012 |
17.00%
Feb 2009 - Feb 2014 |
10.87%
Feb 2009 - Feb 2019 |
8.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart