Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2) | 8.27% | 20.75% | 16.84% | 6.09% | 9.21% | 8.88% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBKTX (AMERICAN FUNDS 2040 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 (%) | 0.04 | 20.75 | 16.84 | 6.09 | 9.21 | 8.88 | NA | … | … | 8.27 | 18.22 | 13.51 | 18.08 | -22.65 | 10.77 | 14.59 | 22.97 | -6.54 | 20.71 | 6.94 | -0.46 | 5.90 | 25.32 | 15.50 | -3.28 | 11.82 | 30.49 | -36.10 | 7.21 |
| Sharpe Ratio | NA | 1.93 | 1.21 | 0.27 | 0.54 | NA | NA | … | … | 1.59 | 1.14 | 0.97 | 1.40 | -1.21 | 0.93 | 0.54 | 2.17 | -0.60 | 3.68 | 0.57 | -0.04 | 0.61 | 2.65 | 1.38 | -0.17 | 0.75 | 1.40 | -1.17 | 0.39 |
| Standard Deviation(%) | NA | 10.26 | 11.60 | 13.58 | 14.33 | NA | NA | … | … | 12.28 | 13.48 | 10.22 | 10.39 | 19.92 | 11.50 | 26.52 | 9.89 | 13.16 | 5.48 | 11.77 | 12.51 | 9.61 | 9.54 | 11.32 | 20.02 | 15.60 | 21.68 | 31.59 | 14.21 |
| Draw Down(%) | NA | 8.48 | 13.60 | 28.69 | 28.69 | NA | NA | … | … | 8.48 | 13.60 | 6.06 | 9.55 | 25.20 | 4.88 | 28.62 | 5.21 | 16.40 | 1.90 | 9.92 | 11.69 | 7.27 | 6.65 | 9.14 | 18.80 | 12.72 | 21.39 | 45.99 | 8.95 |
| Yield(%) | 0.00 | 5.70 | 4.21 | 2.17 | 3.15 | 3.78 | 3.02 | … | … | 0.00 | 6.04 | 3.18 | 2.20 | 0.19 | 0.03 | 0.16 | 4.34 | 3.73 | 2.09 | 3.11 | 4.29 | 3.36 | 1.85 | 2.11 | 1.44 | 1.73 | 1.99 | 2.56 | 1.18 |
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 |
|---|---|---|---|---|
| RBKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.74%
Jun 2007 – Jun 2010 |
-1.17%
May 2007 – May 2012 |
5.03%
May 2007 – May 2017 |
4.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBKTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-2) |
21.18%
Feb 2009 – Feb 2012 |
19.21%
Feb 2009 – Feb 2014 |
12.62%
Feb 2009 – Feb 2019 |
10.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart