Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) | 3.71% | 13.16% | 12.58% | 4.73% | 8.06% | 8.48% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) | 02/27/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 13.16 | 12.58 | 4.73 | 8.06 | 8.48 | NA | … | … | 3.71 | 15.71 | 10.82 | 14.39 | -16.63 | 7.22 | 12.64 | 20.07 | -4.26 | 18.34 | 7.64 | 0.50 | 7.00 | 25.50 | 16.50 | -1.86 | 13.06 | 31.21 | -34.99 | 10.94 |
| Sharpe Ratio | NA | 1.55 | 1.18 | 0.23 | 0.59 | NA | NA | … | … | 0.85 | 1.42 | 0.97 | 1.35 | -1.24 | 0.78 | 0.62 | 2.49 | -0.54 | 3.93 | 0.71 | 0.04 | 0.77 | 2.72 | 1.52 | -0.10 | 0.87 | 1.48 | -1.16 | 0.73 |
| Standard Deviation(%) | NA | 7.38 | 8.33 | 10.00 | 10.83 | NA | NA | … | … | 8.85 | 9.10 | 7.42 | 8.04 | 14.61 | 9.25 | 20.06 | 7.47 | 10.42 | 4.52 | 10.39 | 11.26 | 9.02 | 9.35 | 10.91 | 19.29 | 14.94 | 21.04 | 31.03 | 13.71 |
| Draw Down(%) | NA | 6.10 | 8.63 | 24.90 | 24.90 | NA | NA | … | … | 6.10 | 8.63 | 3.69 | 7.57 | 20.78 | 5.20 | 22.32 | 3.83 | 12.61 | 1.42 | 8.41 | 10.39 | 6.60 | 6.49 | 8.59 | 17.64 | 11.93 | 20.76 | 44.98 | 8.66 |
| Yield(%) | 0.00 | 6.69 | 5.12 | 3.20 | 4.25 | 5.16 | 4.25 | … | … | 0.00 | 7.09 | 4.26 | 3.26 | 1.68 | 1.32 | 1.78 | 4.83 | 4.30 | 3.08 | 3.91 | 5.47 | 4.41 | 2.86 | 3.60 | 2.58 | 2.44 | 3.00 | 3.23 | 1.60 |
Data as of 06/10/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) |
-6.57%
Jun 2007 – Jun 2010 |
0.01%
May 2007 – May 2012 |
5.37%
Oct 2013 – Oct 2023 |
4.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5) |
22.22%
Feb 2009 – Feb 2012 |
20.10%
Feb 2009 – Feb 2014 |
13.19%
Feb 2009 – Feb 2019 |
10.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart