Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2) | 9.45% | 12.13% | 10.83% | 6.44% | 6.93% | 8.54% | NA | 6.23% |
Data as of 07/10/2025, AR inception is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/26/2007 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 12.13 | 10.83 | 6.44 | 6.93 | 8.54 | NA | 6.23 | 9.45 | 7.72 | 14.59 | -20.45 | 9.41 | 13.31 | 21.90 | -6.20 | 19.72 | 6.93 | -0.53 | 5.94 | 24.71 | 15.40 | -3.13 | 12.02 | 30.35 | -36.04 | 7.16 |
| Sharpe Ratio | NA | 0.84 | 0.63 | 0.38 | 0.41 | NA | NA | 0.33 | 1.19 | 0.12 | 1.14 | -1.26 | 0.89 | 0.53 | 2.22 | -0.60 | 3.65 | 0.59 | -0.05 | 0.63 | 2.60 | 1.40 | -0.16 | 0.79 | 1.41 | -1.17 | 0.39 |
| Standard Deviation(%) | NA | 11.58 | 11.51 | 12.18 | 13.30 | NA | NA | 15.44 | 13.53 | 9.26 | 9.17 | 17.45 | 10.53 | 24.53 | 9.25 | 12.49 | 5.26 | 11.46 | 12.21 | 9.47 | 9.50 | 11.05 | 19.72 | 15.19 | 21.43 | 31.56 | 14.24 |
| Draw Down(%) | NA | 10.68 | 13.27 | 27.13 | 27.13 | NA | NA | 50.44 | 10.68 | 6.21 | 8.69 | 23.54 | 4.69 | 26.74 | 4.88 | 15.68 | 1.87 | 9.57 | 11.45 | 7.14 | 6.64 | 9.00 | 18.43 | 12.30 | 21.27 | 45.90 | 8.95 |
| Yield(%) | 0.00 | 3.57 | 2.01 | 1.31 | 2.56 | 3.59 | 2.45 | 2.72 | 0.00 | 3.91 | 1.20 | 0.49 | 0.13 | 0.37 | 4.23 | 3.63 | 2.03 | 3.03 | 4.75 | 3.12 | 1.74 | 2.39 | 1.52 | 2.22 | 2.11 | 2.70 | 1.13 |
Data as of 07/10/2025, AR inception is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.64%
Jun 2007 - Jun 2010 |
-1.14%
May 2007 - May 2012 |
4.95%
May 2007 - May 2017 |
4.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBFTX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2) |
21.14%
Feb 2009 - Feb 2012 |
19.08%
Feb 2009 - Feb 2014 |
12.45%
Feb 2009 - Feb 2019 |
10.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart