Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-2) | 4.89% | 15.91% | 14.77% | 7.45% | 10.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBFTX (AMERICAN FUNDS 2035 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 (%) | -2.06 | 15.91 | 14.77 | 7.45 | 10.39 | NA | NA | … | … | 4.89 | 10.83 | 12.66 | 16.85 | -16.30 | 15.47 | 17.51 | 23.16 | -5.28 | 20.96 | 7.89 | 0.51 | 5.56 |
| Sharpe Ratio | NA | 1.99 | 1.32 | 0.48 | 0.71 | NA | NA | … | … | 1.56 | 0.65 | 1.05 | 1.45 | -1.04 | 1.55 | 0.70 | 2.36 | -0.54 | 3.81 | 0.67 | 0.04 | 0.72 |
| Standard Deviation(%) | NA | 8.44 | 9.64 | 11.47 | 12.80 | NA | NA | … | … | 10.09 | 12.39 | 8.57 | 9.20 | 17.14 | 9.95 | 24.42 | 9.21 | 12.47 | 5.35 | 11.51 | 12.03 | 9.13 |
| Draw Down(%) | NA | 6.95 | 10.53 | 23.10 | 26.67 | NA | NA | … | … | 6.95 | 10.53 | 4.38 | 8.44 | 22.95 | 4.22 | 26.67 | 4.77 | 14.83 | 1.82 | 9.59 | 11.18 | 7.00 |
| Yield(%) | 0.00 | 6.48 | 5.35 | 4.73 | 5.98 | 4.64 | 3.48 | … | … | 0.00 | 6.86 | 4.89 | 3.24 | 4.50 | 6.05 | 4.22 | 5.27 | 4.57 | 3.06 | 3.99 | 5.58 | 4.00 |
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 |
|---|---|---|---|---|
| FBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-2) |
2.59%
Apr 2021 – Apr 2024 |
4.79%
Mar 2015 – Mar 2020 |
8.14%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS F-2) |
18.67%
Dec 2018 – Dec 2021 |
14.13%
Oct 2016 – Oct 2021 |
11.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
