Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEHX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2E) | 2.95% | 10.73% | 10.05% | 4.74% | 6.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEHX (AMERICAN FUNDS 2020 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 (%) | -1.24 | 10.73 | 10.05 | 4.74 | 6.53 | NA | NA | … | … | 2.95 | 5.93 | 8.11 | 9.61 | -11.75 | 9.76 | 10.11 | 15.27 | -3.45 | 11.89 | 6.31 | -0.43 | 0.15 |
| Sharpe Ratio | NA | 1.48 | 1.07 | 0.30 | 0.63 | NA | NA | … | … | 0.74 | 0.31 | 0.76 | 0.90 | -1.21 | 1.70 | 0.69 | 2.80 | -0.70 | 3.42 | 0.84 | -0.06 | 0.06 |
| Standard Deviation(%) | NA | 5.83 | 6.64 | 7.53 | 7.81 | NA | NA | … | … | 7.00 | 9.97 | 5.92 | 6.66 | 10.89 | 5.74 | 14.18 | 4.94 | 6.93 | 3.30 | 7.29 | 7.85 | 7.20 |
| Draw Down(%) | NA | 5.08 | 6.47 | 17.48 | 17.48 | NA | NA | … | … | 5.08 | 6.70 | 3.12 | 6.47 | 17.48 | 2.53 | 17.15 | 2.44 | 9.19 | 1.06 | 5.10 | 7.79 | 4.52 |
| Yield(%) | 0.00 | 7.42 | 5.41 | 4.53 | 4.70 | 3.51 | 2.63 | … | … | 0.00 | 7.82 | 4.94 | 2.99 | 2.96 | 6.12 | 4.03 | 4.57 | 3.53 | 2.53 | 3.06 | 4.11 | 3.69 |
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 |
|---|---|---|---|---|
| RBEHX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2E) |
0.69%
Apr 2021 – Apr 2024 |
2.68%
Sep 2017 – Sep 2022 |
5.19%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEHX (AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2E) |
12.03%
Sep 2022 – Sep 2025 |
8.52%
Dec 2016 – Dec 2021 |
7.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart