Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEDX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2E) | 2.99% | 11.08% | 10.44% | 4.84% | 7.57% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEDX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2E) | 09/02/2014 | 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 (%) | -1.46 | 11.08 | 10.44 | 4.84 | 7.57 | NA | NA | … | … | 2.99 | 13.69 | 8.42 | 11.16 | -13.47 | 10.57 | 12.83 | 20.69 | -4.18 | 14.42 | 6.49 | -0.45 | -0.03 |
| Sharpe Ratio | NA | 1.49 | 1.09 | 0.29 | 0.66 | NA | NA | … | … | 0.74 | 1.49 | 0.76 | 1.06 | -1.23 | 1.55 | 0.75 | 2.70 | -0.65 | 3.55 | 0.73 | -0.05 | -0.01 |
| Standard Deviation(%) | NA | 6.14 | 6.98 | 8.22 | 9.04 | NA | NA | … | … | 7.43 | 7.28 | 6.28 | 7.13 | 12.21 | 6.79 | 16.74 | 7.13 | 8.62 | 3.89 | 8.59 | 9.26 | 8.66 |
| Draw Down(%) | NA | 5.41 | 6.91 | 19.29 | 19.29 | NA | NA | … | … | 5.41 | 6.53 | 3.31 | 6.91 | 19.29 | 2.93 | 19.27 | 3.21 | 11.12 | 1.23 | 6.45 | 8.81 | 5.66 |
| Yield(%) | 0.00 | 7.03 | 5.27 | 4.43 | 5.11 | 3.80 | 2.85 | … | … | 0.00 | 7.41 | 4.99 | 2.89 | 2.92 | 6.14 | 3.47 | 7.29 | 3.40 | 2.51 | 3.21 | 5.64 | 3.70 |
Data as of 06/10/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEDX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2E) |
0.72%
Apr 2021 – Apr 2024 |
3.81%
Sep 2017 – Sep 2022 |
6.11%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEDX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2E) |
14.62%
Dec 2018 – Dec 2021 |
10.55%
Oct 2016 – Oct 2021 |
8.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart