Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBHHX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2E) | 9.43% | 23.01% | 18.10% | 8.92% | 11.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBHHX (AMERICAN FUNDS 2045 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 | 23.01 | 18.10 | 8.92 | 11.23 | NA | NA | … | … | 9.43 | 14.07 | 14.31 | 19.11 | -18.76 | 16.28 | 18.25 | 23.70 | -6.28 | 21.40 | 7.46 | 0.09 | -0.14 |
| Sharpe Ratio | NA | 1.98 | 1.24 | 0.47 | 0.66 | NA | NA | … | … | 1.68 | 0.74 | 1.00 | 1.44 | -1.01 | 1.43 | 0.67 | 2.20 | -0.57 | 3.70 | 0.60 | 0.01 | -0.04 |
| Standard Deviation(%) | NA | 11.17 | 12.36 | 13.98 | 14.67 | NA | NA | … | … | 13.52 | 15.42 | 10.72 | 10.83 | 19.99 | 11.41 | 26.91 | 10.08 | 13.52 | 5.63 | 11.97 | 12.58 | 11.15 |
| Draw Down(%) | NA | 9.21 | 14.58 | 26.16 | 28.99 | NA | NA | … | … | 9.21 | 14.58 | 6.50 | 9.84 | 25.70 | 5.07 | 28.99 | 5.28 | 16.46 | 1.92 | 10.14 | 11.73 | 7.21 |
| Yield(%) | 0.00 | 5.86 | 4.44 | 4.08 | 5.26 | 3.89 | 2.92 | … | … | 0.00 | 6.23 | 3.35 | 2.44 | 4.83 | 4.77 | 3.23 | 4.64 | 3.97 | 2.68 | 3.54 | 4.77 | 3.61 |
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 |
|---|---|---|---|---|
| RBHHX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2E) |
2.54%
Apr 2021 – Apr 2024 |
4.09%
Mar 2015 – Mar 2020 |
8.20%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBHHX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2E) |
19.79%
Sep 2022 – Sep 2025 |
14.45%
Oct 2016 – Oct 2021 |
11.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart