Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2) | 3.17% | 11.05% | 10.07% | 3.21% | 5.26% | 5.77% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/26/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 11.05 | 10.07 | 3.21 | 5.26 | 5.77 | NA | … | … | 3.17 | 13.04 | 7.77 | 9.21 | -13.23 | 4.15 | 7.65 | 14.37 | -3.80 | 11.64 | 5.95 | -0.90 | 5.61 | 17.43 | 11.92 | 0.10 | 10.05 | 25.84 | -32.94 | 6.53 |
| Sharpe Ratio | NA | 1.87 | 1.15 | 0.13 | 0.48 | NA | NA | … | … | 1.28 | 1.46 | 0.70 | 0.84 | -1.34 | 0.57 | 0.51 | 2.59 | -0.75 | 3.45 | 0.79 | -0.12 | 0.86 | 2.37 | 1.45 | 0.00 | 0.88 | 1.39 | -1.19 | 0.36 |
| Standard Deviation(%) | NA | 5.67 | 6.60 | 7.79 | 7.96 | NA | NA | … | … | 6.83 | 6.98 | 5.95 | 6.70 | 10.94 | 7.18 | 14.35 | 4.98 | 6.91 | 3.19 | 7.29 | 8.09 | 6.49 | 7.34 | 8.27 | 14.58 | 11.27 | 18.57 | 28.39 | 12.93 |
| Draw Down(%) | NA | 5.15 | 6.56 | 21.37 | 21.37 | NA | NA | … | … | 5.15 | 6.17 | 3.12 | 6.56 | 17.69 | 4.54 | 17.15 | 2.44 | 9.37 | 1.08 | 5.14 | 7.89 | 4.60 | 5.67 | 6.53 | 13.08 | 9.20 | 19.46 | 42.54 | 8.04 |
| Yield(%) | 0.00 | 7.14 | 5.12 | 3.02 | 3.23 | 3.60 | 2.90 | … | … | 0.00 | 7.49 | 4.61 | 2.68 | 1.42 | 0.55 | 1.63 | 3.60 | 3.13 | 1.98 | 2.39 | 3.33 | 3.03 | 2.00 | 2.54 | 2.20 | 2.98 | 2.42 | 3.14 | 1.19 |
Data as of 06/05/2026, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2) |
-6.52%
Jun 2007 – Jun 2010 |
-0.72%
May 2007 – May 2012 |
3.06%
Oct 2013 – Oct 2023 |
2.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCTX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2) |
18.96%
Feb 2009 – Feb 2012 |
16.13%
Feb 2009 – Feb 2014 |
10.05%
Feb 2009 – Feb 2019 |
7.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart