Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2) | 5.53% | 17.55% | 16.02% | 5.62% | 9.32% | 8.99% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/27/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.53 | 17.55 | 16.02 | 5.62 | 9.32 | 8.99 | NA | … | … | 5.53 | 19.14 | 14.20 | 19.42 | -24.66 | 11.85 | 15.23 | 23.65 | -6.60 | 21.26 | 7.12 | -0.36 | 5.94 | 25.25 | 15.60 | -3.31 | 11.85 | 30.38 | -36.11 | 10.28 |
| Sharpe Ratio | NA | 1.44 | 1.07 | 0.23 | 0.51 | NA | NA | … | … | 0.93 | 1.10 | 0.96 | 1.44 | -1.23 | 0.99 | 0.54 | 2.15 | -0.59 | 3.69 | 0.57 | -0.03 | 0.61 | 2.64 | 1.38 | -0.17 | 0.76 | 1.41 | -1.16 | 0.67 |
| Standard Deviation(%) | NA | 11.88 | 12.76 | 14.67 | 15.15 | NA | NA | … | … | 14.35 | 14.80 | 10.99 | 11.03 | 21.34 | 11.91 | 27.49 | 10.33 | 13.66 | 5.60 | 12.02 | 12.57 | 9.79 | 9.55 | 11.36 | 20.11 | 15.57 | 21.52 | 31.80 | 13.89 |
| Draw Down(%) | NA | 9.52 | 15.01 | 29.82 | 29.82 | NA | NA | … | … | 9.52 | 15.01 | 6.76 | 10.06 | 26.57 | 5.22 | 29.38 | 5.47 | 16.89 | 1.98 | 10.21 | 11.79 | 7.39 | 6.69 | 9.20 | 18.76 | 12.73 | 21.36 | 46.08 | 8.95 |
| Yield(%) | 0.00 | 5.62 | 4.07 | 2.05 | 3.09 | 3.73 | 3.05 | … | … | 0.00 | 6.01 | 3.01 | 2.04 | 0.00 | 0.00 | 0.00 | 4.26 | 3.59 | 2.04 | 3.07 | 4.08 | 3.28 | 1.67 | 2.06 | 1.41 | 2.84 | 2.51 | 2.82 | 1.23 |
Data as of 06/10/2026, Common starting date is 02/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.75%
Jun 2007 – Jun 2010 |
-1.20%
May 2007 – May 2012 |
5.07%
May 2007 – May 2017 |
4.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBITX (AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-2) |
21.20%
Feb 2009 – Feb 2012 |
19.22%
Feb 2009 – Feb 2014 |
12.73%
Feb 2009 – Feb 2019 |
10.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart