Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBOTX (American Funds 2065 Target Date Retirement Fund Class R-2) | 10.12% | 24.20% | 18.48% | 8.76% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBOTX (American Funds 2065 Target Date Retirement Fund Class R-2) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 24.20 | 18.48 | 8.76 | NA | NA | NA | … | … | 10.12 | 19.48 | 14.38 | 20.31 | -20.56 | 16.00 | 42.90 |
| Sharpe Ratio | NA | 1.95 | 1.19 | 0.43 | NA | NA | NA | … | … | 1.69 | 1.08 | 0.95 | 1.49 | -1.05 | 1.35 | 3.35 |
| Standard Deviation(%) | NA | 12.01 | 13.15 | 14.75 | NA | NA | NA | … | … | 14.59 | 15.39 | 11.37 | 11.25 | 20.97 | 11.84 | 17.83 |
| Draw Down(%) | NA | 9.87 | 15.66 | 28.05 | NA | NA | NA | … | … | 9.87 | 15.66 | 7.17 | 10.29 | 27.22 | 5.39 | 6.62 |
| Yield(%) | 0.00 | 4.23 | 3.04 | 2.29 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 4.48 | 2.15 | 1.42 | 2.45 | 0.93 | 0.58 |
Data as of 06/04/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBOTX (American Funds 2065 Target Date Retirement Fund Class R-2) |
2.01%
Apr 2021 – Apr 2024 |
7.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBOTX (American Funds 2065 Target Date Retirement Fund Class R-2) |
20.07%
Sep 2022 – Sep 2025 |
11.63%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart