Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E) | 4.30% | 12.18% | 10.82% | 5.38% | 6.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E) | 11/23/2015 | 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 (%) | 0.00 | 12.18 | 10.82 | 5.38 | 6.76 | NA | NA | … | … | 4.30 | 5.43 | 8.30 | 9.37 | -10.31 | 10.08 | 9.81 | 14.80 | -2.88 | 11.04 | 7.40 | -1.18 |
| Sharpe Ratio | NA | 2.05 | 1.30 | 0.43 | 0.71 | NA | NA | … | … | 1.38 | 0.27 | 0.85 | 0.92 | -1.16 | 1.89 | 0.70 | 2.90 | -0.69 | 3.45 | 1.14 | -1.50 |
| Standard Deviation(%) | NA | 5.11 | 6.03 | 6.94 | 7.28 | NA | NA | … | … | 6.22 | 9.72 | 5.49 | 6.26 | 10.12 | 5.33 | 13.66 | 4.59 | 6.24 | 3.02 | 6.31 | 7.34 |
| Draw Down(%) | NA | 4.61 | 5.82 | 16.06 | 16.65 | NA | NA | … | … | 4.61 | 7.04 | 2.79 | 5.82 | 16.06 | 2.38 | 16.65 | 2.20 | 7.99 | 0.90 | 4.28 | 2.61 |
| Yield(%) | 0.00 | 7.78 | 6.07 | 4.86 | 5.02 | 3.65 | 2.73 | … | … | 0.00 | 8.20 | 5.65 | 3.92 | 3.39 | 5.41 | 4.50 | 4.63 | 4.20 | 3.18 | 3.44 | 5.55 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E) |
1.24%
Apr 2021 – Apr 2024 |
3.03%
Sep 2017 – Sep 2022 |
6.53%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E) |
11.94%
Sep 2022 – Sep 2025 |
8.40%
Dec 2016 – Dec 2021 |
7.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart