Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F-2) | 9.79% | 23.90% | 18.94% | 9.70% | 12.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBHTX (AMERICAN FUNDS 2045 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 (%) | 0.11 | 23.90 | 18.94 | 9.70 | 12.02 | NA | NA | … | … | 9.79 | 14.25 | 15.14 | 20.00 | -18.20 | 17.08 | 19.11 | 24.65 | -5.71 | 22.29 | 8.15 | 0.57 | 5.59 |
| Sharpe Ratio | NA | 2.07 | 1.31 | 0.52 | 0.72 | NA | NA | … | … | 1.76 | 0.74 | 1.07 | 1.52 | -0.98 | 1.50 | 0.70 | 2.28 | -0.53 | 3.82 | 0.66 | 0.04 | 0.70 |
| Standard Deviation(%) | NA | 11.15 | 12.37 | 13.99 | 14.65 | NA | NA | … | … | 13.47 | 15.60 | 10.73 | 10.83 | 20.02 | 11.38 | 26.80 | 10.15 | 13.46 | 5.69 | 12.00 | 12.55 | 9.34 |
| Draw Down(%) | NA | 9.19 | 14.48 | 25.69 | 28.92 | NA | NA | … | … | 9.19 | 14.48 | 6.44 | 9.67 | 25.28 | 5.04 | 28.92 | 5.31 | 15.94 | 1.90 | 10.07 | 11.56 | 7.20 |
| Yield(%) | 0.00 | 6.45 | 5.15 | 4.67 | 6.09 | 4.69 | 3.52 | … | … | 0.00 | 6.88 | 4.04 | 3.15 | 5.34 | 5.45 | 3.89 | 5.34 | 4.59 | 3.04 | 3.95 | 4.78 | 3.73 |
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 |
|---|---|---|---|---|
| FBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F-2) |
3.27%
Apr 2021 – Apr 2024 |
4.78%
Mar 2015 – Mar 2020 |
8.83%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F-2) |
20.64%
Sep 2022 – Sep 2025 |
15.25%
Oct 2016 – Oct 2021 |
12.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart