Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-2) | 3.68% | 12.51% | 11.60% | 5.72% | 7.96% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBDTX (AMERICAN FUNDS 2025 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 (%) | -1.36 | 12.51 | 11.60 | 5.72 | 7.96 | NA | NA | … | … | 3.68 | 6.77 | 9.18 | 11.94 | -12.84 | 11.34 | 13.69 | 17.71 | -3.56 | 15.15 | 7.24 | 0.08 | 5.33 |
| Sharpe Ratio | NA | 1.61 | 1.19 | 0.39 | 0.71 | NA | NA | … | … | 0.85 | 0.39 | 0.89 | 1.18 | -1.16 | 1.67 | 0.80 | 2.59 | -0.57 | 3.77 | 0.82 | 0.01 | 0.82 |
| Standard Deviation(%) | NA | 6.14 | 6.98 | 8.23 | 8.98 | NA | NA | … | … | 7.43 | 10.33 | 6.26 | 7.07 | 12.29 | 6.78 | 16.75 | 6.26 | 8.64 | 3.86 | 8.61 | 9.27 | 7.65 |
| Draw Down(%) | NA | 5.31 | 6.71 | 18.80 | 19.19 | NA | NA | … | … | 5.31 | 6.89 | 3.25 | 6.71 | 18.80 | 2.93 | 19.19 | 3.15 | 10.56 | 1.22 | 6.42 | 8.56 | 5.66 |
| Yield(%) | 0.00 | 7.70 | 6.01 | 5.05 | 5.47 | 4.29 | 3.22 | … | … | 0.00 | 8.12 | 5.68 | 3.58 | 3.55 | 6.83 | 4.16 | 4.48 | 4.00 | 2.93 | 3.55 | 5.75 | 3.94 |
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 |
|---|---|---|---|---|
| FBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-2) |
1.44%
Apr 2021 – Apr 2024 |
3.89%
Sep 2017 – Sep 2022 |
6.21%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS F-2) |
14.22%
Dec 2018 – Dec 2021 |
10.61%
Feb 2016 – Feb 2021 |
8.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart