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 |
|---|---|---|---|---|---|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) | 1.92% | 3.78% | 2.96% | 4.31% | 4.57% | 6.66% | NA | 5.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 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 (%) | 3.29 | 3.78 | 2.96 | 4.31 | 4.57 | 6.66 | NA | 5.16 | 1.92 | 3.64 | 10.80 | -14.58 | 5.53 | 11.23 | 17.42 | -3.77 | 14.90 | 6.91 | -0.15 | 6.38 | 23.25 | 15.14 | -1.29 | 12.44 | 29.39 | -34.77 | 7.48 |
| Sharpe Ratio | NA | -0.24 | -0.17 | 0.19 | 0.30 | NA | NA | 0.30 | 0.21 | -0.37 | 0.93 | -1.30 | 0.68 | 0.65 | 2.59 | -0.59 | 3.79 | 0.78 | -0.02 | 0.79 | 2.62 | 1.50 | -0.07 | 0.89 | 1.45 | -1.18 | 0.43 |
| Standard Deviation(%) | NA | 9.30 | 9.50 | 9.35 | 9.58 | NA | NA | 13.27 | 10.67 | 7.94 | 7.10 | 12.32 | 8.06 | 16.81 | 6.18 | 8.60 | 3.79 | 8.63 | 9.36 | 8.04 | 8.87 | 10.18 | 18.06 | 13.95 | 20.18 | 30.20 | 13.88 |
| Draw Down(%) | NA | 9.99 | 11.80 | 22.85 | 22.85 | NA | NA | 48.94 | 6.47 | 7.03 | 6.79 | 18.99 | 4.82 | 19.28 | 3.16 | 10.78 | 1.15 | 6.50 | 8.72 | 5.67 | 6.37 | 8.02 | 16.36 | 10.88 | 20.50 | 44.55 | 8.60 |
| Yield(%) | 0.00 | 0.00 | 1.42 | 1.56 | 2.70 | 3.76 | 2.77 | 3.08 | 0.00 | 0.00 | 2.54 | 1.76 | 1.09 | 1.76 | 4.19 | 3.72 | 2.68 | 3.30 | 5.52 | 3.73 | 2.51 | 3.15 | 2.52 | 3.07 | 2.95 | 3.37 | 1.45 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) |
-6.77%
Jun 2007 - Jun 2010 |
-0.33%
May 2007 - May 2012 |
4.44%
Oct 2013 - Oct 2023 |
4.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4) |
21.26%
Feb 2009 - Feb 2012 |
18.97%
Feb 2009 - Feb 2014 |
12.04%
Feb 2009 - Feb 2019 |
9.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart