Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-2) | 5.99% | 18.72% | 17.20% | 6.75% | 10.46% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBITX (AMERICAN FUNDS 2050 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 (%) | -3.52 | 18.72 | 17.20 | 6.75 | 10.46 | NA | NA | … | … | 5.99 | 20.39 | 15.30 | 20.70 | -23.81 | 13.14 | 16.46 | 24.95 | -5.71 | 22.49 | 8.22 | 0.53 | 5.61 |
| Sharpe Ratio | NA | 1.55 | 1.16 | 0.31 | 0.58 | NA | NA | … | … | 1.02 | 1.18 | 1.06 | 1.56 | -1.19 | 1.10 | 0.59 | 2.27 | -0.52 | 3.92 | 0.67 | 0.04 | 0.70 |
| Standard Deviation(%) | NA | 11.87 | 12.77 | 14.66 | 15.14 | NA | NA | … | … | 14.30 | 14.85 | 11.00 | 11.03 | 21.28 | 11.91 | 27.48 | 10.34 | 13.67 | 5.59 | 11.97 | 12.61 | 9.37 |
| Draw Down(%) | NA | 9.41 | 14.89 | 29.09 | 29.28 | NA | NA | … | … | 9.41 | 14.89 | 6.69 | 9.80 | 25.93 | 5.20 | 29.28 | 5.35 | 16.10 | 1.94 | 10.07 | 11.52 | 7.12 |
| Yield(%) | 0.00 | 6.38 | 5.05 | 2.91 | 4.36 | 3.51 | 2.63 | … | … | 0.00 | 6.86 | 4.01 | 3.05 | 0.75 | 1.09 | 0.96 | 5.28 | 4.50 | 3.08 | 3.99 | 4.91 | 4.11 |
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 |
|---|---|---|---|---|
| FBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-2) |
-0.12%
Apr 2021 – Apr 2024 |
3.41%
Dec 2017 – Dec 2022 |
7.57%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS F-2) |
20.00%
May 2023 – May 2026 |
14.89%
Oct 2016 – Oct 2021 |
11.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart