Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBEOX (American Funds 2065 Target Date Retirement Fund Class R-2E) | 5.93% | 18.53% | 16.69% | 8.13% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBEOX (American Funds 2065 Target Date Retirement Fund Class R-2E) | 03/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.79 | 18.53 | 16.69 | 8.13 | NA | NA | NA | … | … | 5.93 | 19.79 | 14.69 | 20.66 | -20.31 | 16.38 | 43.29 |
| Sharpe Ratio | NA | 1.47 | 1.09 | 0.40 | NA | NA | NA | … | … | 0.97 | 1.10 | 0.97 | 1.53 | -1.04 | 1.38 | 3.38 |
| Standard Deviation(%) | NA | 12.45 | 13.25 | 14.82 | NA | NA | NA | … | … | 15.11 | 15.39 | 11.39 | 11.24 | 20.98 | 11.85 | 17.85 |
| Draw Down(%) | NA | 9.89 | 15.62 | 27.89 | NA | NA | NA | … | … | 9.89 | 15.62 | 7.12 | 10.22 | 27.07 | 5.36 | 6.68 |
| Yield(%) | 0.00 | 4.35 | 3.27 | 2.50 | 2.03 | 1.35 | 1.01 | … | … | 0.00 | 4.65 | 2.48 | 1.72 | 2.61 | 1.14 | 0.59 |
Data as of 06/10/2026, Common starting date is 03/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEOX (American Funds 2065 Target Date Retirement Fund Class R-2E) |
2.33%
Apr 2021 – Apr 2024 |
7.35%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBEOX (American Funds 2065 Target Date Retirement Fund Class R-2E) |
20.45%
Sep 2022 – Sep 2025 |
11.97%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart