Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-2) | 6.26% | 19.37% | 17.54% | 8.92% | 11.84% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-2) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.76 | 19.37 | 17.54 | 8.92 | 11.84 | NA | NA | … | … | 6.26 | 15.27 | 15.57 | 21.52 | -19.76 | 17.19 | 19.35 | 24.89 | -5.71 | 22.35 | 8.20 | -2.50 |
| Sharpe Ratio | NA | 1.53 | 1.15 | 0.45 | 0.67 | NA | NA | … | … | 1.02 | 0.77 | 1.06 | 1.61 | -1.01 | 1.45 | 0.69 | 2.26 | -0.52 | 3.78 | 0.66 | -0.25 |
| Standard Deviation(%) | NA | 12.49 | 13.23 | 14.80 | 15.22 | NA | NA | … | … | 15.13 | 16.33 | 11.32 | 11.22 | 20.98 | 11.84 | 27.42 | 10.37 | 13.71 | 5.76 | 12.15 | 13.02 |
| Draw Down(%) | NA | 9.80 | 15.52 | 27.32 | 29.31 | NA | NA | … | … | 9.80 | 15.52 | 7.05 | 9.99 | 26.60 | 5.29 | 29.31 | 5.44 | 16.11 | 1.87 | 10.14 | 11.55 |
| Yield(%) | 0.00 | 5.86 | 4.66 | 4.13 | 5.38 | 3.62 | 2.71 | … | … | 0.00 | 6.29 | 3.71 | 2.76 | 4.83 | 4.21 | 3.18 | 4.21 | 3.35 | 2.07 | 2.61 | 0.77 |
Data as of 06/10/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-2) |
3.07%
Apr 2021 – Apr 2024 |
5.02%
Sep 2017 – Sep 2022 |
8.92%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBKTX (AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS F-2) |
21.32%
Sep 2022 – Sep 2025 |
15.48%
Oct 2016 – Oct 2021 |
12.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart