Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEEX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2E) | 5.47% | 14.94% | 12.83% | 6.08% | 8.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEEX (AMERICAN FUNDS 2030 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 (%) | 0.05 | 14.94 | 12.83 | 6.08 | 8.48 | NA | NA | … | … | 5.47 | 8.96 | 9.96 | 13.58 | -15.13 | 12.26 | 14.25 | 19.18 | -5.01 | 17.54 | 6.89 | -0.23 | -0.04 |
| Sharpe Ratio | NA | 1.88 | 1.20 | 0.38 | 0.65 | NA | NA | … | … | 1.36 | 0.58 | 0.85 | 1.24 | -1.15 | 1.51 | 0.70 | 2.37 | -0.61 | 3.64 | 0.64 | -0.02 | -0.01 |
| Standard Deviation(%) | NA | 7.20 | 8.31 | 9.74 | 10.69 | NA | NA | … | … | 8.63 | 10.75 | 7.46 | 8.07 | 14.42 | 8.10 | 19.91 | 7.48 | 10.46 | 4.66 | 10.42 | 11.20 | 10.17 |
| Draw Down(%) | NA | 6.15 | 8.74 | 21.28 | 22.34 | NA | NA | … | … | 6.15 | 8.74 | 3.74 | 7.76 | 21.22 | 3.55 | 22.34 | 3.93 | 13.19 | 1.52 | 8.51 | 10.55 | 6.50 |
| Yield(%) | 0.00 | 6.12 | 4.47 | 4.11 | 4.82 | 3.64 | 2.73 | … | … | 0.00 | 6.45 | 3.58 | 2.56 | 3.23 | 6.50 | 3.55 | 4.17 | 3.73 | 2.60 | 3.52 | 5.33 | 4.07 |
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 |
|---|---|---|---|---|
| RBEEX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2E) |
1.23%
Apr 2021 – Apr 2024 |
3.60%
Sep 2017 – Sep 2022 |
6.55%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEEX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2E) |
15.19%
Dec 2018 – Dec 2021 |
11.41%
Feb 2016 – Feb 2021 |
9.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart