Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEJX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-2E) | 2.78% | 10.04% | 9.42% | 4.42% | 5.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEJX (AMERICAN FUNDS 2015 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 (%) | -1.07 | 10.04 | 9.42 | 4.42 | 5.96 | NA | NA | … | … | 2.78 | 5.33 | 7.55 | 8.78 | -10.94 | 9.42 | 8.98 | 14.09 | -3.55 | 10.34 | 6.80 | -1.15 | 0.32 |
| Sharpe Ratio | NA | 1.48 | 1.07 | 0.28 | 0.59 | NA | NA | … | … | 0.74 | 0.27 | 0.71 | 0.82 | -1.23 | 1.75 | 0.63 | 2.76 | -0.80 | 3.15 | 1.03 | -0.17 | 0.15 |
| Standard Deviation(%) | NA | 5.27 | 6.08 | 6.96 | 7.31 | NA | NA | … | … | 6.33 | 9.20 | 5.51 | 6.33 | 10.13 | 5.37 | 13.75 | 4.57 | 6.21 | 3.08 | 6.36 | 6.77 | 6.30 |
| Draw Down(%) | NA | 4.75 | 5.99 | 16.49 | 16.68 | NA | NA | … | … | 4.75 | 6.43 | 2.91 | 5.99 | 16.49 | 2.41 | 16.68 | 2.23 | 8.50 | 0.91 | 4.29 | 7.15 | 3.85 |
| Yield(%) | 0.00 | 7.15 | 5.38 | 4.27 | 4.37 | 3.36 | 2.52 | … | … | 0.00 | 7.51 | 5.03 | 3.26 | 2.76 | 4.77 | 3.81 | 4.01 | 3.59 | 2.71 | 3.11 | 5.51 | 4.02 |
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 |
|---|---|---|---|---|
| RBEJX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-2E) |
0.59%
Apr 2021 – Apr 2024 |
2.34%
Sep 2017 – Sep 2022 |
4.76%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEJX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-2E) |
11.22%
Sep 2022 – Sep 2025 |
7.68%
Dec 2016 – Dec 2021 |
6.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart