American Target Risk Funds Summary Page

for period ending May 31, 2025

More ways to view this list of American funds:
by Category: Balanced, High Yield, Infl Protected, Intermed Term, International, Large Cap, Mortg Backed, Multisector, Regions, Short Term, Target Risk, Tax Exempt

Note: In this Free plan, the table below shows only the 1-month and 1‑year metrics. Click any fund name to view its full multi‑year performance details. Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds and unlock the sortable multi‑period tables, and interactive scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the American funds.
Sort any column by clicking the heading in the gray row. Click any American fund name below for full details.

Maximum Drawdown vs. Annual Return
● American Funds: Target Risk ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
American Fund Name ID Peer Group 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark -0.7% 2.5% 5.4% * * * * * * *
S&P 500 SPY Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 3.5% 1.3% 10.0% * * * * * * *
Capital Income Bldr A CAIBX Asset Allocation 3.3% 8.9% 15.7% * * * * * * *
Growth Portfolio A GWPAX Asset Allocation 7.5% 3.5% 7.7% * * * * * * *
Growth and Income Portfolio GAIOX Asset Allocation 5.0% 4.8% 12.6% * * * * * * *
Moderate Gr & Inc A BLPAX Asset Allocation 3.9% 4.8% 11.1% * * * * * * *
Cnsrv Gr & Inc A INPAX Asset Allocation 2.5% 5.0% 11.1% * * * * * * *
TaxAwr Cnsrv Gr&Inc Port A TAIAX Asset Allocation 2.8% 3.1% 8.7% * * * * * * *
Ret Inc Pf Series Enhanced Fund NDARX Asset Allocation 3.5% 5.5% 11.1% * * * * * * *
Ret Inc Pf Series Moderate Fund NBARX Asset Allocation 2.5% 5.6% 10.1% * * * * * * *
Ret Inc Pf Series Conservative Fund NAARX Asset Allocation 1.5% 5.1% 8.7% * * * * * * *