Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBHEX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2E) | 9.69% | 23.44% | 18.36% | 8.95% | 11.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBHEX (AMERICAN FUNDS 2050 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 (%) | 0.08 | 23.44 | 18.36 | 8.95 | 11.33 | NA | NA | … | … | 9.69 | 14.24 | 14.52 | 19.82 | -19.56 | 16.40 | 18.54 | 24.07 | -6.39 | 21.68 | 7.52 | 0.00 | -0.09 |
| Sharpe Ratio | NA | 1.96 | 1.23 | 0.46 | 0.66 | NA | NA | … | … | 1.68 | 0.73 | 0.99 | 1.47 | -1.03 | 1.40 | 0.67 | 2.20 | -0.57 | 3.70 | 0.60 | 0.00 | -0.02 |
| Standard Deviation(%) | NA | 11.52 | 12.68 | 14.34 | 14.97 | NA | NA | … | … | 13.95 | 15.76 | 10.97 | 11.06 | 20.52 | 11.66 | 27.33 | 10.29 | 13.72 | 5.70 | 12.08 | 12.56 | 11.13 |
| Draw Down(%) | NA | 9.51 | 14.98 | 27.00 | 29.32 | NA | NA | … | … | 9.51 | 14.98 | 6.75 | 10.02 | 26.38 | 5.18 | 29.32 | 5.44 | 16.61 | 1.97 | 10.13 | 11.70 | 7.20 |
| Yield(%) | 0.00 | 5.83 | 4.40 | 4.03 | 5.24 | 3.88 | 2.91 | … | … | 0.00 | 6.19 | 3.32 | 2.36 | 5.03 | 4.44 | 3.19 | 4.60 | 3.94 | 2.58 | 3.60 | 4.87 | 3.89 |
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 |
|---|---|---|---|---|
| RBHEX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2E) |
2.42%
Apr 2021 – Apr 2024 |
4.11%
Mar 2015 – Mar 2020 |
8.24%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBHEX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2E) |
20.09%
Sep 2022 – Sep 2025 |
14.67%
Oct 2016 – Oct 2021 |
11.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart