Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RHBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E) | 7.57% | 9.29% | 7.43% | 6.19% | NA | NA | NA | 6.85% |
Data as of 07/31/2025, AR inception 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 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 9.29 | 7.43 | 6.19 | NA | NA | NA | 6.85 | 7.57 | 8.30 | 9.37 | -10.31 | 10.08 | 9.81 | 14.80 | -2.88 | 11.04 | 7.40 | -1.18 |
| Sharpe Ratio | NA | 1.27 | 0.70 | 0.61 | NA | NA | NA | 0.67 | 1.65 | 0.85 | 0.92 | -1.16 | 1.89 | 0.70 | 2.90 | -0.69 | 3.45 | 1.14 | -1.50 |
| Standard Deviation(%) | NA | 6.67 | 7.16 | 7.10 | NA | NA | NA | 7.43 | 7.44 | 5.49 | 6.26 | 10.12 | 5.33 | 13.66 | 4.59 | 6.24 | 3.02 | 6.31 | 7.34 |
| Draw Down(%) | NA | 5.41 | 9.90 | 16.06 | NA | NA | NA | 16.65 | 5.41 | 2.79 | 5.82 | 16.06 | 2.38 | 16.65 | 2.20 | 7.99 | 0.90 | 4.28 | 2.61 |
| Yield(%) | 0.00 | 5.28 | 4.30 | 4.55 | 4.57 | 3.04 | 2.28 | 5.07 | 0.00 | 5.65 | 3.92 | 3.39 | 5.41 | 4.50 | 4.63 | 4.20 | 3.18 | 3.44 | 5.55 |
Data as of 07/31/2025, AR inception 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 |
0.00%
NA |
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) |
11.54%
Dec 2018 - Dec 2021 |
8.40%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart