Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-2) | 5.36% | 17.32% | 16.29% | 8.49% | 11.42% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBGTX (AMERICAN FUNDS 2040 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 (%) | -2.93 | 17.32 | 16.29 | 8.49 | 11.42 | NA | NA | … | … | 5.36 | 13.28 | 14.70 | 19.25 | -17.62 | 16.79 | 18.69 | 24.29 | -5.61 | 21.84 | 8.05 | 0.53 | 5.52 |
| Sharpe Ratio | NA | 1.56 | 1.18 | 0.46 | 0.69 | NA | NA | … | … | 0.99 | 0.72 | 1.08 | 1.51 | -0.99 | 1.52 | 0.70 | 2.31 | -0.54 | 3.82 | 0.67 | 0.04 | 0.71 |
| Standard Deviation(%) | NA | 10.60 | 11.69 | 13.36 | 14.21 | NA | NA | … | … | 12.61 | 14.80 | 10.22 | 10.39 | 19.28 | 11.06 | 26.40 | 9.89 | 13.11 | 5.57 | 11.76 | 12.38 | 9.18 |
| Draw Down(%) | NA | 8.42 | 13.53 | 24.89 | 28.55 | NA | NA | … | … | 8.42 | 13.53 | 5.97 | 9.31 | 24.60 | 4.82 | 28.55 | 5.15 | 15.61 | 1.86 | 9.85 | 11.40 | 7.06 |
| Yield(%) | 0.00 | 6.49 | 5.16 | 4.71 | 6.17 | 4.72 | 3.54 | … | … | 0.00 | 6.96 | 4.18 | 3.19 | 5.14 | 5.79 | 3.96 | 5.40 | 4.67 | 3.14 | 4.05 | 5.14 | 4.21 |
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 |
|---|---|---|---|---|
| FBGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-2) |
3.21%
Apr 2021 – Apr 2024 |
4.72%
Mar 2015 – Mar 2020 |
8.67%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBGTX (AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS F-2) |
19.95%
Sep 2022 – Sep 2025 |
14.95%
Oct 2016 – Oct 2021 |
12.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart