Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEFX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2E) | 3.93% | 13.75% | 13.32% | 6.49% | 9.65% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEFX (AMERICAN FUNDS 2035 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 (%) | -2.31 | 13.75 | 13.32 | 6.49 | 9.65 | NA | NA | … | … | 3.93 | 10.64 | 11.88 | 15.97 | -16.91 | 14.68 | 16.59 | 22.35 | -5.95 | 20.18 | 7.13 | -0.03 | -0.07 |
| Sharpe Ratio | NA | 1.44 | 1.10 | 0.36 | 0.62 | NA | NA | … | … | 0.82 | 0.65 | 0.96 | 1.36 | -1.08 | 1.47 | 0.67 | 2.26 | -0.59 | 3.67 | 0.60 | 0.00 | -0.02 |
| Standard Deviation(%) | NA | 8.66 | 9.68 | 11.48 | 12.81 | NA | NA | … | … | 10.35 | 12.11 | 8.61 | 9.13 | 17.11 | 9.95 | 24.45 | 9.23 | 12.44 | 5.34 | 11.48 | 12.13 | 10.84 |
| Draw Down(%) | NA | 7.02 | 10.62 | 23.63 | 26.69 | NA | NA | … | … | 7.02 | 10.62 | 4.43 | 8.63 | 23.38 | 4.26 | 26.69 | 4.85 | 15.41 | 1.78 | 9.65 | 11.35 | 7.01 |
| Yield(%) | 0.00 | 5.85 | 4.62 | 4.14 | 5.23 | 3.86 | 2.89 | … | … | 0.00 | 6.21 | 4.22 | 2.56 | 3.96 | 5.38 | 3.57 | 4.59 | 3.97 | 2.58 | 3.61 | 5.59 | 3.73 |
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 |
|---|---|---|---|---|
| RBEFX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2E) |
1.85%
Apr 2021 – Apr 2024 |
4.06%
Mar 2015 – Mar 2020 |
7.54%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEFX (AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2E) |
17.83%
Dec 2018 – Dec 2021 |
13.31%
Oct 2016 – Oct 2021 |
10.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart