Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBMTX (American Funds 2065 Target Date Retirement Fund Class F-2) | -0.79% | 14.23% | 14.77% | 6.09% | 7.53% | 2.80% | 3.15% | … | … |
Data as of 03/16/2026, Common starting date is 03/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBMTX (American Funds 2065 Target Date Retirement Fund Class F-2) | 03/15/2006 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 14.23 | 14.77 | 6.09 | 7.53 | 2.80 | 3.15 | … | … | -0.79 | 16.26 | 12.56 | 19.11 | -22.72 | 15.48 | -2.67 | 8.54 | -2.16 | 11.30 | 23.64 | -21.80 | 8.62 | 6.14 |
| Sharpe Ratio | NA | 0.79 | 0.87 | 0.25 | 0.09 | NA | NA | … | … | -0.49 | 0.85 | 0.64 | 1.31 | -1.14 | 1.31 | -0.02 | 1.18 | -0.18 | 1.13 | 1.86 | -1.30 | 0.67 | 0.61 |
| Standard Deviation(%) | NA | 15.77 | 13.10 | 14.81 | 22.58 | NA | NA | … | … | 12.91 | 16.09 | 11.67 | 11.46 | 21.26 | 11.84 | 49.74 | 7.24 | 12.50 | 9.96 | 12.66 | 17.40 | 8.41 | 7.27 |
| Draw Down(%) | NA | 12.15 | 16.50 | 27.91 | 34.87 | NA | NA | … | … | 5.90 | 15.50 | 7.14 | 10.05 | 26.60 | 5.31 | 34.87 | 7.00 | 12.43 | 7.55 | 13.03 | 30.23 | 6.37 | 7.66 |
| Yield(%) | 0.00 | 0.00 | 0.49 | 0.54 | 0.51 | 0.43 | 1.21 | … | … | 0.00 | 0.00 | 0.00 | 1.50 | 0.57 | 0.84 | 0.94 | 1.47 | 1.44 | 1.31 | 2.33 | 4.38 | 6.21 | 3.55 |
Data as of 03/16/2026, Common starting date is 03/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMTX (American Funds 2065 Target Date Retirement Fund Class F-2) |
-6.35%
Mar 2017 – Mar 2020 |
-4.35%
Mar 2015 – Mar 2020 |
1.82%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMTX (American Funds 2065 Target Date Retirement Fund Class F-2) |
18.74%
Sep 2022 – Sep 2025 |
11.80%
Mar 2020 – Mar 2025 |
8.48%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart