Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) | 4.56% | 4.21% | 3.78% | 4.51% | 3.92% | 4.12% | 6.47% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/26/2007 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 02/26/2007.
AR inception is since 02/26/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 3.78 | 4.51 | 3.92 | 4.12 | 6.47 | NA | 4.56 | 4.21 | 3.51 | 10.00 | -15.29 | 4.68 | 10.35 | 16.55 | -4.51 | 14.07 | 6.16 | -0.93 | 5.66 | 22.49 | 14.34 | -1.99 | 11.82 | 28.33 | -35.23 | 6.83 |
| Sharpe Ratio | NA | -0.32 | -0.03 | 0.16 | 0.25 | NA | NA | 0.25 | 0.80 | -0.41 | 0.81 | -1.35 | 0.57 | 0.60 | 2.46 | -0.68 | 3.61 | 0.70 | -0.10 | 0.70 | 2.55 | 1.41 | -0.11 | 0.84 | 1.40 | -1.18 | 0.37 |
| Standard Deviation(%) | NA | 8.88 | 9.18 | 9.25 | 9.55 | NA | NA | 13.26 | 9.99 | 7.56 | 7.13 | 12.37 | 8.12 | 16.85 | 6.16 | 8.59 | 3.74 | 8.53 | 9.37 | 8.07 | 8.80 | 10.19 | 17.96 | 14.00 | 20.19 | 30.42 | 13.83 |
| Draw Down(%) | NA | 9.70 | 11.65 | 23.50 | 23.50 | NA | NA | 49.41 | 6.56 | 6.53 | 6.96 | 19.50 | 5.02 | 19.28 | 3.15 | 11.39 | 1.18 | 6.51 | 8.94 | 5.77 | 6.38 | 8.23 | 16.58 | 11.00 | 20.62 | 44.94 | 8.63 |
| Yield(%) | 0.00 | 0.00 | 0.99 | 0.92 | 2.03 | 3.00 | 2.12 | 2.35 | 0.00 | 0.00 | 1.80 | 1.12 | 0.32 | 1.08 | 3.44 | 3.04 | 1.91 | 2.58 | 4.90 | 3.06 | 1.82 | 2.46 | 1.86 | 2.60 | 2.34 | 3.00 | 1.20 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.41%
Jun 2007 - Jun 2010 |
-1.02%
May 2007 - May 2012 |
3.65%
Oct 2013 - Oct 2023 |
3.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) |
20.48%
Feb 2009 - Feb 2012 |
18.19%
Feb 2009 - Feb 2014 |
11.28%
Feb 2009 - Feb 2019 |
8.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart