Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-3) | 4.44% | 12.44% | 10.99% | 5.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 12.44 | 10.99 | 5.56 | NA | NA | NA | … | … | 4.44 | 5.48 | 8.43 | 9.60 | -10.25 | 10.32 | 9.99 | 14.86 | -2.72 | 9.83 |
| Sharpe Ratio | NA | 2.08 | 1.34 | 0.45 | NA | NA | NA | … | … | 1.42 | 0.27 | 0.89 | 0.95 | -1.16 | 1.93 | 0.71 | 2.95 | -0.66 | 3.34 |
| Standard Deviation(%) | NA | 5.16 | 6.01 | 6.94 | NA | NA | NA | … | … | 6.26 | 9.79 | 5.42 | 6.30 | 10.14 | 5.33 | 13.71 | 4.54 | 6.24 | 3.00 |
| Draw Down(%) | NA | 4.66 | 5.79 | 15.98 | NA | NA | NA | … | … | 4.66 | 7.14 | 2.85 | 5.79 | 15.98 | 2.36 | 16.65 | 2.19 | 7.87 | 0.90 |
| Yield(%) | 0.00 | 7.90 | 6.21 | 4.99 | 4.82 | 3.21 | 2.41 | … | … | 0.00 | 8.32 | 5.79 | 4.07 | 3.52 | 5.58 | 4.62 | 4.85 | 4.31 | 3.22 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-3) |
1.41%
Apr 2021 – Apr 2024 |
3.18%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-3) |
12.11%
Sep 2022 – Sep 2025 |
7.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart