Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2) | 8.08% | 20.42% | 17.14% | 6.14% | 9.72% | 9.16% | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/23/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | 20.42 | 17.14 | 6.14 | 9.72 | 9.16 | NA | … | … | 8.08 | 19.43 | 14.33 | 20.10 | -25.25 | 11.98 | 15.33 | 23.70 | -6.68 | 21.26 | 7.21 | -0.44 | 5.89 | 25.30 | 15.60 | -3.33 | 15.62 |
| Sharpe Ratio | NA | 1.45 | 1.06 | 0.23 | 0.51 | NA | NA | … | … | 0.94 | 1.09 | 0.95 | 1.48 | -1.23 | 0.99 | 0.55 | 2.16 | -0.59 | 3.67 | 0.58 | -0.04 | 0.61 | 2.64 | 1.40 | -0.17 | 1.17 |
| Standard Deviation(%) | NA | 12.24 | 13.09 | 14.98 | 15.31 | NA | NA | … | … | 14.82 | 15.22 | 11.28 | 11.20 | 21.68 | 12.04 | 27.51 | 10.30 | 13.68 | 5.64 | 12.03 | 12.70 | 9.70 | 9.56 | 11.23 | 20.12 | 15.57 |
| Draw Down(%) | NA | 9.80 | 15.45 | 30.35 | 30.35 | NA | NA | … | … | 9.80 | 15.45 | 7.02 | 10.16 | 27.05 | 5.34 | 29.40 | 5.46 | 16.89 | 1.94 | 10.20 | 11.85 | 7.35 | 6.68 | 9.11 | 18.82 | 12.15 |
| Yield(%) | 0.00 | 5.62 | 4.01 | 2.02 | 3.00 | 3.57 | 3.21 | … | … | 0.00 | 6.03 | 2.91 | 1.92 | 0.00 | 0.00 | 0.00 | 3.96 | 3.33 | 1.87 | 2.73 | 3.35 | 2.78 | 1.85 | 2.02 | 2.41 | 2.35 |
Data as of 06/11/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2) |
-1.23%
Apr 2021 – Apr 2024 |
2.19%
Dec 2017 – Dec 2022 |
5.24%
Oct 2013 – Oct 2023 |
7.90%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBMTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2) |
19.17%
May 2023 – May 2026 |
13.79%
Oct 2016 – Oct 2021 |
12.08%
Sep 2011 – Sep 2021 |
9.49%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart