Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-2) | 3.04% | 10.78% | 10.20% | 5.16% | 6.72% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-2) | 02/25/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 10.78 | 10.20 | 5.16 | 6.72 | NA | NA | … | … | 3.04 | 13.33 | 8.37 | 9.53 | -10.29 | 10.17 | 9.83 | 14.91 | -2.88 | 11.12 | 7.50 | -0.78 | 5.43 |
| Sharpe Ratio | NA | 1.62 | 1.19 | 0.39 | 0.70 | NA | NA | … | … | 0.84 | 1.66 | 0.87 | 0.94 | -1.17 | 1.90 | 0.70 | 2.97 | -0.68 | 3.58 | 1.16 | -0.12 | 1.20 |
| Standard Deviation(%) | NA | 5.28 | 6.07 | 6.95 | 7.28 | NA | NA | … | … | 6.30 | 6.33 | 5.44 | 6.31 | 10.08 | 5.33 | 13.67 | 4.53 | 6.25 | 2.93 | 6.29 | 6.68 | 5.32 |
| Draw Down(%) | NA | 4.68 | 5.81 | 16.03 | 16.61 | NA | NA | … | … | 4.68 | 5.39 | 2.86 | 5.81 | 16.03 | 2.37 | 16.61 | 2.19 | 7.96 | 0.90 | 4.17 | 6.96 | 3.85 |
| Yield(%) | 0.00 | 7.82 | 6.09 | 4.91 | 5.10 | 4.03 | 3.02 | … | … | 0.00 | 8.24 | 5.71 | 3.99 | 3.44 | 5.50 | 4.54 | 4.76 | 4.26 | 3.19 | 3.45 | 5.52 | 4.25 |
Data as of 06/10/2026, Common starting date is 02/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-2) |
1.32%
Apr 2021 – Apr 2024 |
3.08%
Sep 2017 – Sep 2022 |
5.08%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS F-2) |
12.02%
Sep 2022 – Sep 2025 |
8.45%
Dec 2016 – Dec 2021 |
7.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart