Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2) | 5.34% | 14.57% | 12.48% | 4.05% | 7.03% | 7.40% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/26/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.57 | 12.48 | 4.05 | 7.03 | 7.40 | NA | … | … | 5.34 | 14.47 | 9.70 | 13.20 | -17.62 | 5.99 | 11.41 | 18.74 | -5.26 | 17.19 | 6.52 | -0.52 | 5.89 | 24.37 | 15.23 | -2.73 | 12.10 | 29.95 | -35.74 | 6.98 |
| Sharpe Ratio | NA | 1.83 | 1.16 | 0.16 | 0.51 | NA | NA | … | … | 1.33 | 1.27 | 0.82 | 1.20 | -1.30 | 0.64 | 0.55 | 2.31 | -0.64 | 3.65 | 0.61 | -0.05 | 0.65 | 2.60 | 1.41 | -0.14 | 0.81 | 1.42 | -1.18 | 0.37 |
| Standard Deviation(%) | NA | 7.21 | 8.30 | 10.03 | 10.85 | NA | NA | … | … | 8.66 | 9.14 | 7.42 | 8.03 | 14.68 | 9.35 | 20.12 | 7.48 | 10.40 | 4.55 | 10.39 | 11.36 | 9.04 | 9.35 | 10.85 | 19.29 | 14.82 | 20.99 | 31.07 | 14.09 |
| Draw Down(%) | NA | 6.14 | 8.79 | 25.73 | 25.73 | NA | NA | … | … | 6.14 | 8.79 | 3.77 | 7.81 | 21.45 | 5.45 | 22.39 | 3.89 | 13.40 | 1.46 | 8.51 | 10.64 | 6.69 | 6.63 | 8.75 | 17.95 | 11.90 | 20.94 | 45.51 | 8.79 |
| Yield(%) | 0.00 | 5.88 | 4.18 | 2.32 | 3.04 | 3.72 | 2.98 | … | … | 0.00 | 6.19 | 3.27 | 2.26 | 0.81 | 0.23 | 0.78 | 3.82 | 3.38 | 2.06 | 2.94 | 4.63 | 3.48 | 1.86 | 2.64 | 1.68 | 1.83 | 2.11 | 2.71 | 1.15 |
Data as of 06/04/2026, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.48%
Jun 2007 – Jun 2010 |
-0.99%
May 2007 – May 2012 |
4.25%
Oct 2013 – Oct 2023 |
3.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBETX (AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2) |
21.10%
Feb 2009 – Feb 2012 |
18.96%
Feb 2009 – Feb 2014 |
12.08%
Feb 2009 – Feb 2019 |
9.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart