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RFKTX vs. GFFFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RFKTX vs. GFFFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds 2055 Target Date Retirement Fund Class R6 (RFKTX) and American Funds The Growth Fund of America (GFFFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RFKTX achieves a 10.95% return, which is significantly higher than GFFFX's 10.19% return. Over the past 10 years, RFKTX has underperformed GFFFX with an annualized return of 12.38%, while GFFFX has yielded a comparatively higher 16.22% annualized return.


RFKTX

1D
0.21%
1M
4.89%
YTD
10.95%
6M
11.67%
1Y
26.29%
3Y*
19.70%
5Y*
10.20%
10Y*
12.38%

GFFFX

1D
-0.32%
1M
6.84%
YTD
10.19%
6M
9.81%
1Y
26.45%
3Y*
25.40%
5Y*
12.74%
10Y*
16.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RFKTX vs. GFFFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RFKTX
American Funds 2055 Target Date Retirement Fund Class R6
10.95%20.76%15.58%21.41%-19.48%17.33%19.41%25.06%-5.64%22.63%
GFFFX
American Funds The Growth Fund of America
10.19%19.96%28.28%37.51%-30.61%19.55%38.16%28.43%-2.96%26.38%

Correlation

The correlation between RFKTX and GFFFX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (10Y)
Calculated over the trailing 10-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2011

0.96

The correlation between RFKTX and GFFFX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

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Return for Risk

RFKTX vs. GFFFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RFKTX
RFKTX Risk / Return Rank: 5757
Overall Rank
RFKTX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
RFKTX Sortino Ratio Rank: 5555
Sortino Ratio Rank
RFKTX Omega Ratio Rank: 5656
Omega Ratio Rank
RFKTX Calmar Ratio Rank: 5252
Calmar Ratio Rank
RFKTX Martin Ratio Rank: 6464
Martin Ratio Rank

GFFFX
GFFFX Risk / Return Rank: 3434
Overall Rank
GFFFX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
GFFFX Sortino Ratio Rank: 3535
Sortino Ratio Rank
GFFFX Omega Ratio Rank: 3636
Omega Ratio Rank
GFFFX Calmar Ratio Rank: 2828
Calmar Ratio Rank
GFFFX Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RFKTX vs. GFFFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund Class R6 (RFKTX) and American Funds The Growth Fund of America (GFFFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


RFKTXGFFFXDifference
Sharpe ratioReturn per unit of total volatility

+0.47

Sortino ratioReturn per unit of downside risk

+0.70

Omega ratioGain probability vs. loss probability

1.42

1.32

+0.10

Calmar ratioReturn relative to maximum drawdown

2.77

1.97

+0.80

Martin ratioReturn relative to average drawdown

12.58

7.70

+4.88

RFKTX vs. GFFFX - Sharpe Ratio Comparison

The current RFKTX Sharpe Ratio is 2.26, which is comparable to the GFFFX Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of RFKTX and GFFFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RFKTXGFFFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

1.79

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.63

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.83

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.81

-0.03

Drawdowns

RFKTX vs. GFFFX - Drawdown Comparison

The maximum RFKTX drawdown since its inception was -29.29%, smaller than the maximum GFFFX drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for RFKTX and GFFFX.


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Drawdown Indicators


RFKTXGFFFXDifference

Max Drawdown

Largest peak-to-trough decline

-29.29%

-36.26%

+6.97%

Max Drawdown (1Y)

Largest decline over 1 year

-9.70%

-13.74%

+4.04%

Max Drawdown (3Y)

Largest decline over 3 years

-15.34%

-21.55%

+6.21%

Max Drawdown (5Y)

Largest decline over 5 years

-27.11%

-36.26%

+9.15%

Max Drawdown (10Y)

Largest decline over 10 years

-29.29%

-36.26%

+6.97%

Current Drawdown

Current decline from peak

0.00%

-0.32%

+0.32%

Average Drawdown

Average peak-to-trough decline

-4.22%

-5.57%

+1.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

3.51%

-1.38%

Volatility

RFKTX vs. GFFFX - Volatility Comparison

The current volatility for American Funds 2055 Target Date Retirement Fund Class R6 (RFKTX) is 3.47%, while American Funds The Growth Fund of America (GFFFX) has a volatility of 3.67%. This indicates that RFKTX experiences smaller price fluctuations and is considered to be less risky than GFFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RFKTXGFFFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

3.67%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

11.66%

-2.10%

Volatility (1Y)

Calculated over the trailing 1-year period

11.91%

15.16%

-3.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.60%

20.25%

-5.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.04%

19.69%

-4.65%

RFKTX vs. GFFFX - Expense Ratio Comparison

RFKTX has a 0.38% expense ratio, which is lower than GFFFX's 0.40% expense ratio.


Dividends

RFKTX vs. GFFFX - Dividend Comparison

RFKTX's dividend yield for the trailing twelve months is around 5.33%, less than GFFFX's 9.94% yield.


PositionTTM20252024202320222021202020192018201720162015
GFFFX
American Funds The Growth Fund of America
9.94%10.95%9.23%7.64%4.32%8.42%4.51%7.38%12.29%7.27%6.87%9.13%
RFKTX
American Funds 2055 Target Date Retirement Fund Class R6
5.33%5.92%3.49%2.50%7.19%4.41%3.22%4.18%4.77%2.43%3.45%4.32%

Frequently Asked Questions


With a correlation of 0.95, RFKTX and GFFFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GFFFX has higher volatility (3.67%) compared to RFKTX (3.47%). In terms of maximum drawdown, RFKTX dropped -29.29% vs GFFFX's -36.26%.

RFKTX currently has the higher Sharpe Ratio (2.26 vs 1.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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