Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2) | 10.10% | 24.16% | 18.45% | 8.76% | 11.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 24.16 | 18.45 | 8.76 | 11.04 | NA | NA | … | … | 10.10 | 14.84 | 14.34 | 20.29 | -20.52 | 15.98 | 18.11 | 23.66 | -6.64 | 21.10 | 7.24 | -3.18 |
| Sharpe Ratio | NA | 1.95 | 1.20 | 0.43 | 0.63 | NA | NA | … | … | 1.69 | 0.76 | 0.94 | 1.49 | -1.05 | 1.35 | 0.65 | 2.15 | -0.59 | 3.60 | 0.58 | -0.32 |
| Standard Deviation(%) | NA | 12.01 | 13.14 | 14.72 | 15.18 | NA | NA | … | … | 14.59 | 16.12 | 11.37 | 11.25 | 20.90 | 11.79 | 27.47 | 10.31 | 13.72 | 5.70 | 12.11 | 12.98 |
| Draw Down(%) | NA | 9.89 | 15.64 | 28.03 | 29.44 | NA | NA | … | … | 9.89 | 15.64 | 7.16 | 10.22 | 27.23 | 5.32 | 29.44 | 5.47 | 16.92 | 1.98 | 10.19 | 11.85 |
| Yield(%) | 0.00 | 5.26 | 3.78 | 3.38 | 4.16 | 2.80 | 2.10 | … | … | 0.00 | 5.57 | 2.72 | 1.78 | 4.33 | 3.22 | 2.32 | 3.26 | 2.53 | 1.25 | 2.03 | 0.49 |
Data as of 06/04/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2) |
2.02%
Apr 2021 – Apr 2024 |
3.96%
Sep 2017 – Sep 2022 |
7.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBNTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-2) |
20.09%
Sep 2022 – Sep 2025 |
14.32%
Oct 2016 – Oct 2021 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart