Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBENX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2E) | 6.99% | 20.94% | 17.65% | 8.44% | 11.05% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBENX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2E) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.12 | 20.94 | 17.65 | 8.44 | 11.05 | NA | NA | … | … | 6.99 | 15.10 | 14.72 | 20.62 | -20.30 | 16.38 | 18.46 | 23.98 | -6.36 | 21.64 | 7.56 | -2.65 |
| Sharpe Ratio | NA | 1.97 | 1.22 | 0.45 | 0.65 | NA | NA | … | … | 1.71 | 0.77 | 0.98 | 1.52 | -1.04 | 1.39 | 0.66 | 2.17 | -0.57 | 3.71 | 0.61 | -0.27 |
| Standard Deviation(%) | NA | 12.03 | 13.13 | 14.72 | 15.17 | NA | NA | … | … | 14.58 | 16.15 | 11.33 | 11.28 | 20.89 | 11.79 | 27.41 | 10.37 | 13.76 | 5.67 | 12.01 | 12.98 |
| Draw Down(%) | NA | 9.87 | 15.60 | 27.81 | 29.36 | NA | NA | … | … | 9.87 | 15.60 | 7.14 | 10.18 | 27.03 | 5.34 | 29.36 | 5.44 | 16.69 | 1.97 | 10.05 | 11.55 |
| Yield(%) | 0.00 | 5.32 | 4.02 | 3.57 | 4.50 | 3.05 | 2.29 | … | … | 0.00 | 5.64 | 3.01 | 2.12 | 4.36 | 3.55 | 2.58 | 3.58 | 2.84 | 1.67 | 2.27 | 0.72 |
Data as of 06/05/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBENX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2E) |
2.35%
Apr 2021 – Apr 2024 |
4.28%
Sep 2017 – Sep 2022 |
8.21%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBENX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2E) |
20.45%
Sep 2022 – Sep 2025 |
14.66%
Oct 2016 – Oct 2021 |
11.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart