Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2) | 3.56% | 10.38% | 9.30% | 3.54% | 4.90% | 5.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/27/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.38 | 9.30 | 3.54 | 4.90 | 5.12 | NA | … | … | 3.56 | 11.79 | 7.05 | 7.53 | -11.04 | 5.75 | 6.63 | 12.59 | -3.57 | 9.20 | 6.40 | -1.93 | 5.68 | 11.36 | 9.40 | 2.68 | 8.74 | 22.48 | -28.01 | 7.44 |
| Sharpe Ratio | NA | 1.81 | 1.10 | 0.17 | 0.49 | NA | NA | … | … | 1.17 | 1.50 | 0.65 | 0.65 | -1.34 | 1.10 | 0.52 | 2.75 | -0.89 | 3.14 | 1.01 | -0.29 | 1.17 | 2.11 | 1.71 | 0.28 | 1.12 | 1.48 | -1.24 | 0.55 |
| Standard Deviation(%) | NA | 4.79 | 5.76 | 6.57 | 6.74 | NA | NA | … | … | 5.70 | 5.97 | 5.25 | 6.06 | 9.35 | 5.19 | 12.34 | 4.05 | 5.59 | 2.73 | 6.13 | 6.75 | 4.83 | 5.37 | 5.51 | 9.58 | 7.71 | 15.11 | 23.21 | 10.53 |
| Draw Down(%) | NA | 4.49 | 5.75 | 16.93 | 16.93 | NA | NA | … | … | 4.49 | 5.07 | 2.79 | 5.75 | 15.49 | 2.26 | 15.14 | 2.00 | 8.03 | 1.04 | 4.05 | 7.24 | 3.58 | 4.93 | 4.25 | 8.20 | 6.18 | 16.85 | 36.93 | 6.86 |
| Yield(%) | 0.00 | 6.17 | 4.76 | 2.97 | 2.98 | 3.52 | 3.00 | … | … | 0.00 | 6.47 | 4.49 | 2.93 | 1.44 | 0.77 | 1.76 | 3.00 | 2.80 | 1.85 | 2.05 | 3.66 | 4.01 | 4.95 | 3.41 | 4.10 | 3.23 | 2.59 | 3.70 | 1.59 |
Data as of 06/04/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2) |
-4.44%
Jun 2007 – Jun 2010 |
0.28%
May 2007 – May 2012 |
2.77%
Oct 2013 – Oct 2023 |
2.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2) |
17.03%
Feb 2009 – Feb 2012 |
13.71%
Feb 2009 – Feb 2014 |
8.53%
Feb 2009 – Feb 2019 |
6.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart