Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEKX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2E) | 5.87% | 18.37% | 16.27% | 7.96% | 10.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEKX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 18.37 | 16.27 | 7.96 | 10.64 | NA | NA | … | … | 5.87 | 18.56 | 13.89 | 18.45 | -18.23 | 15.87 | 17.89 | 23.79 | -6.27 | 21.08 | 7.34 | -0.05 | -0.18 |
| Sharpe Ratio | NA | 1.96 | 1.24 | 0.46 | 0.66 | NA | NA | … | … | 1.62 | 1.17 | 1.01 | 1.44 | -1.02 | 1.43 | 0.67 | 2.25 | -0.58 | 3.72 | 0.60 | -0.01 | -0.05 |
| Standard Deviation(%) | NA | 10.28 | 11.62 | 13.32 | 14.20 | NA | NA | … | … | 12.33 | 13.51 | 10.19 | 10.40 | 19.31 | 11.06 | 26.35 | 9.90 | 13.22 | 5.51 | 11.83 | 12.33 | 11.02 |
| Draw Down(%) | NA | 8.48 | 13.58 | 25.39 | 28.56 | NA | NA | … | … | 8.48 | 13.58 | 6.01 | 9.51 | 25.01 | 4.83 | 28.56 | 5.24 | 16.17 | 1.88 | 9.91 | 11.58 | 7.14 |
| Yield(%) | 0.00 | 5.93 | 4.50 | 4.14 | 5.31 | 3.93 | 2.95 | … | … | 0.00 | 6.29 | 3.48 | 2.50 | 4.62 | 5.10 | 3.30 | 5.08 | 4.06 | 2.61 | 3.63 | 5.12 | 3.94 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RBEKX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2E) |
2.47%
Apr 2021 – Apr 2024 |
4.07%
Mar 2015 – Mar 2020 |
8.09%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEKX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2E) |
19.14%
Dec 2018 – Dec 2021 |
14.21%
Oct 2016 – Oct 2021 |
11.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart