Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEMX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2E) | 5.84% | 18.41% | 16.63% | 8.13% | 11.15% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEMX (AMERICAN FUNDS 2055 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 (%) | -3.69 | 18.41 | 16.63 | 8.13 | 11.15 | NA | NA | … | … | 5.84 | 14.63 | 14.61 | 20.44 | -20.10 | 16.35 | 18.49 | 24.98 | -6.36 | 21.64 | 7.53 | 0.12 | -0.13 |
| Sharpe Ratio | NA | 1.48 | 1.09 | 0.40 | 0.63 | NA | NA | … | … | 0.96 | 0.74 | 0.98 | 1.51 | -1.03 | 1.39 | 0.66 | 2.27 | -0.57 | 3.70 | 0.61 | 0.01 | -0.04 |
| Standard Deviation(%) | NA | 12.24 | 13.09 | 14.69 | 15.15 | NA | NA | … | … | 14.82 | 16.14 | 11.24 | 11.19 | 20.88 | 11.76 | 27.37 | 10.37 | 13.69 | 5.70 | 12.01 | 12.61 | 11.13 |
| Draw Down(%) | NA | 9.77 | 15.43 | 27.64 | 29.34 | NA | NA | … | … | 9.77 | 15.43 | 7.02 | 10.09 | 26.87 | 5.30 | 29.34 | 5.43 | 16.64 | 1.92 | 10.17 | 11.63 | 7.18 |
| Yield(%) | 0.00 | 5.69 | 4.23 | 3.90 | 5.20 | 3.79 | 2.84 | … | … | 0.00 | 6.09 | 3.18 | 2.24 | 4.89 | 4.26 | 3.03 | 5.18 | 3.70 | 2.39 | 3.23 | 4.14 | 3.31 |
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 |
|---|---|---|---|---|
| RBEMX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2E) |
2.37%
Apr 2021 – Apr 2024 |
4.28%
Mar 2015 – Mar 2020 |
8.28%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEMX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2E) |
20.39%
Sep 2022 – Sep 2025 |
14.86%
Oct 2016 – Oct 2021 |
11.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart