Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-2) | 6.18% | 19.24% | 17.46% | 8.90% | 11.85% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBJTX (AMERICAN FUNDS 2055 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 (%) | -3.69 | 19.24 | 17.46 | 8.90 | 11.85 | NA | NA | … | … | 6.18 | 14.81 | 15.50 | 21.30 | -19.55 | 17.23 | 19.30 | 24.98 | -5.75 | 22.53 | 8.22 | 0.49 | 5.62 |
| Sharpe Ratio | NA | 1.54 | 1.15 | 0.45 | 0.68 | NA | NA | … | … | 1.02 | 0.75 | 1.06 | 1.58 | -1.01 | 1.46 | 0.69 | 2.27 | -0.52 | 3.86 | 0.67 | 0.04 | 0.71 |
| Standard Deviation(%) | NA | 12.28 | 13.10 | 14.69 | 15.15 | NA | NA | … | … | 14.85 | 16.29 | 11.25 | 11.24 | 20.85 | 11.78 | 27.42 | 10.36 | 13.66 | 5.69 | 12.02 | 12.60 | 9.30 |
| Draw Down(%) | NA | 9.70 | 15.34 | 27.19 | 29.32 | NA | NA | … | … | 9.70 | 15.34 | 7.00 | 9.95 | 26.48 | 5.29 | 29.32 | 5.39 | 16.10 | 1.90 | 10.13 | 11.55 | 7.18 |
| Yield(%) | 0.00 | 6.27 | 4.93 | 4.48 | 5.95 | 4.53 | 3.40 | … | … | 0.00 | 6.73 | 3.89 | 2.91 | 5.38 | 4.95 | 3.66 | 4.99 | 4.24 | 2.85 | 3.61 | 4.11 | 3.55 |
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 |
|---|---|---|---|---|
| FBJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-2) |
3.10%
Apr 2021 – Apr 2024 |
4.81%
Mar 2015 – Mar 2020 |
8.87%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-2) |
21.24%
Sep 2022 – Sep 2025 |
15.49%
Oct 2016 – Oct 2021 |
12.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart