Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-2) | 3.61% | 12.13% | 11.19% | 5.60% | 7.22% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-2) | 02/25/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 12.13 | 11.19 | 5.60 | 7.22 | NA | NA | … | … | 3.61 | 5.98 | 8.92 | 10.34 | -11.09 | 10.58 | 10.89 | 15.49 | -2.77 | 12.76 | 6.92 | 0.06 | 5.49 |
| Sharpe Ratio | NA | 2.06 | 1.32 | 0.45 | 0.74 | NA | NA | … | … | 1.44 | 0.31 | 0.89 | 1.01 | -1.15 | 1.86 | 0.75 | 2.85 | -0.60 | 3.64 | 0.92 | 0.00 | 1.05 |
| Standard Deviation(%) | NA | 5.67 | 6.60 | 7.51 | 7.80 | NA | NA | … | … | 6.87 | 10.40 | 5.93 | 6.65 | 10.88 | 5.67 | 14.19 | 4.92 | 6.95 | 3.34 | 7.29 | 7.99 | 6.12 |
| Draw Down(%) | NA | 5.06 | 6.28 | 17.01 | 17.06 | NA | NA | … | … | 5.06 | 7.27 | 3.06 | 6.28 | 17.01 | 2.48 | 17.06 | 2.40 | 8.62 | 1.05 | 5.07 | 7.53 | 4.44 |
| Yield(%) | 0.00 | 8.09 | 6.17 | 5.16 | 5.36 | 4.18 | 3.13 | … | … | 0.00 | 8.53 | 5.66 | 3.73 | 3.61 | 6.84 | 4.73 | 4.69 | 4.13 | 3.04 | 3.42 | 4.24 | 3.92 |
Data as of 06/05/2026, Common starting date is 02/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-2) |
1.41%
Apr 2021 – Apr 2024 |
3.31%
Sep 2017 – Sep 2022 |
5.50%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS F-2) |
12.83%
Sep 2022 – Sep 2025 |
9.20%
Dec 2016 – Dec 2021 |
7.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart