Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEAX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2E) | 3.57% | 10.66% | 9.62% | 4.52% | 5.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEAX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2E) | 09/02/2014 | 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 (%) | 0.00 | 10.66 | 9.62 | 4.52 | 5.68 | NA | NA | … | … | 3.57 | 5.79 | 7.28 | 7.86 | -9.91 | 8.49 | 8.40 | 12.95 | -3.23 | 9.51 | 6.59 | -1.29 | 0.28 |
| Sharpe Ratio | NA | 1.88 | 1.16 | 0.32 | 0.62 | NA | NA | … | … | 1.20 | 0.35 | 0.70 | 0.70 | -1.21 | 1.76 | 0.66 | 2.85 | -0.83 | 3.05 | 1.05 | -0.20 | 0.14 |
| Standard Deviation(%) | NA | 4.81 | 5.75 | 6.51 | 6.70 | NA | NA | … | … | 5.74 | 8.51 | 5.23 | 6.04 | 9.37 | 4.81 | 12.30 | 4.03 | 5.58 | 2.92 | 6.06 | 6.51 | 5.79 |
| Draw Down(%) | NA | 4.50 | 5.67 | 15.31 | 15.31 | NA | NA | … | … | 4.50 | 5.78 | 2.80 | 5.67 | 15.31 | 2.26 | 15.18 | 2.00 | 7.87 | 0.97 | 4.13 | 7.07 | 3.53 |
| Yield(%) | 0.00 | 6.43 | 5.08 | 3.89 | 3.90 | 3.05 | 2.29 | … | … | 0.00 | 6.75 | 4.89 | 3.23 | 2.53 | 3.56 | 3.48 | 3.43 | 3.16 | 2.45 | 2.68 | 4.65 | 4.67 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEAX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2E) |
0.52%
Apr 2021 – Apr 2024 |
2.16%
Sep 2017 – Sep 2022 |
4.44%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEAX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-2E) |
10.64%
Sep 2022 – Sep 2025 |
7.08%
Dec 2016 – Dec 2021 |
6.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart