Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-2) | 5.79% | 15.79% | 13.65% | 6.84% | 9.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-2) | 02/25/2014 | 06/04/2026 |
| 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 (%) | 0.05 | 15.79 | 13.65 | 6.84 | 9.25 | NA | NA | … | … | 5.79 | 9.08 | 10.78 | 14.37 | -14.54 | 13.08 | 15.10 | 19.99 | -4.30 | 18.31 | 7.59 | 0.41 | 5.60 |
| Sharpe Ratio | NA | 2.00 | 1.30 | 0.45 | 0.72 | NA | NA | … | … | 1.45 | 0.57 | 0.96 | 1.34 | -1.11 | 1.61 | 0.74 | 2.46 | -0.55 | 3.81 | 0.71 | 0.03 | 0.76 |
| Standard Deviation(%) | NA | 7.21 | 8.31 | 9.75 | 10.70 | NA | NA | … | … | 8.68 | 11.07 | 7.48 | 8.07 | 14.44 | 8.11 | 19.92 | 7.52 | 10.45 | 4.65 | 10.38 | 11.17 | 8.61 |
| Draw Down(%) | NA | 6.07 | 8.68 | 20.87 | 22.33 | NA | NA | … | … | 6.07 | 8.68 | 3.73 | 7.60 | 20.82 | 3.53 | 22.33 | 3.80 | 12.64 | 1.43 | 8.46 | 10.31 | 6.49 |
| Yield(%) | 0.00 | 6.76 | 5.19 | 4.71 | 5.59 | 4.39 | 3.29 | … | … | 0.00 | 7.15 | 4.27 | 3.26 | 3.81 | 7.16 | 4.20 | 4.85 | 4.32 | 3.10 | 3.92 | 5.49 | 4.35 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-2) |
1.96%
Apr 2021 – Apr 2024 |
4.34%
Sep 2017 – Sep 2022 |
7.13%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS F-2) |
16.02%
Dec 2018 – Dec 2021 |
12.21%
Oct 2016 – Oct 2021 |
9.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart