Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2) | 9.15% | 22.93% | 17.69% | 6.60% | 9.58% | 9.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/27/2007 | 06/03/2026 |
| 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 (%) | 0.40 | 22.93 | 17.69 | 6.60 | 9.58 | 9.03 | NA | … | … | 9.15 | 19.09 | 13.99 | 18.74 | -23.66 | 11.45 | 14.97 | 23.38 | -6.61 | 21.01 | 7.09 | -0.37 | 5.97 | 25.34 | 15.49 | -3.37 | 11.95 | 30.49 | -36.14 | 10.25 |
| Sharpe Ratio | NA | 1.95 | 1.21 | 0.28 | 0.54 | NA | NA | … | … | 1.66 | 1.12 | 0.97 | 1.41 | -1.21 | 0.97 | 0.54 | 2.15 | -0.59 | 3.69 | 0.57 | -0.03 | 0.61 | 2.66 | 1.38 | -0.17 | 0.76 | 1.41 | -1.17 | 0.66 |
| Standard Deviation(%) | NA | 11.18 | 12.37 | 14.28 | 14.83 | NA | NA | … | … | 13.49 | 14.47 | 10.71 | 10.81 | 20.78 | 11.76 | 27.02 | 10.17 | 13.50 | 5.54 | 12.04 | 12.59 | 9.76 | 9.52 | 11.29 | 20.07 | 15.52 | 21.62 | 31.69 | 13.96 |
| Draw Down(%) | NA | 9.25 | 14.61 | 29.21 | 29.21 | NA | NA | … | … | 9.25 | 14.61 | 6.53 | 9.90 | 25.85 | 5.04 | 28.99 | 5.32 | 16.72 | 1.95 | 10.17 | 11.86 | 7.35 | 6.67 | 9.16 | 18.84 | 12.57 | 21.32 | 46.04 | 8.95 |
| Yield(%) | 0.00 | 5.68 | 4.16 | 2.11 | 3.11 | 3.65 | 3.04 | … | … | 0.00 | 6.01 | 3.06 | 2.16 | 0.03 | 0.00 | 0.09 | 4.32 | 3.66 | 2.01 | 3.04 | 3.97 | 3.02 | 1.61 | 2.19 | 1.37 | 2.46 | 1.92 | 2.39 | 1.10 |
Data as of 06/03/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.75%
Jun 2007 – Jun 2010 |
-1.20%
May 2007 – May 2012 |
5.06%
May 2007 – May 2017 |
4.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBHTX (AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-2) |
21.18%
Feb 2009 – Feb 2012 |
19.20%
Feb 2009 – Feb 2014 |
12.69%
Feb 2009 – Feb 2019 |
10.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart