Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-4) | 2.37% | 3.90% | 2.52% | 3.84% | 3.88% | 5.53% | NA | 4.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-4) | 02/26/2007 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 02/26/2007.
AR inception is since 02/26/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.79 | 3.90 | 2.52 | 3.84 | 3.88 | 5.53 | NA | 4.41 | 2.37 | 2.69 | 8.35 | -11.56 | 6.33 | 7.75 | 14.58 | -3.04 | 10.77 | 7.23 | -1.04 | 6.34 | 15.28 | 11.23 | 1.98 | 9.99 | 24.57 | -29.07 | 6.68 |
| Sharpe Ratio | NA | -0.27 | -0.24 | 0.16 | 0.28 | NA | NA | 0.31 | 0.38 | -0.53 | 0.65 | -1.28 | 1.04 | 0.54 | 2.87 | -0.70 | 3.49 | 1.11 | -0.15 | 1.13 | 2.36 | 1.60 | 0.16 | 1.03 | 1.48 | -1.20 | 0.44 |
| Standard Deviation(%) | NA | 8.41 | 8.28 | 7.86 | 7.71 | NA | NA | 10.45 | 9.05 | 7.41 | 6.37 | 10.14 | 6.05 | 13.76 | 4.59 | 6.20 | 2.92 | 6.35 | 6.92 | 5.58 | 6.47 | 7.05 | 12.22 | 9.65 | 16.59 | 24.95 | 11.29 |
| Draw Down(%) | NA | 8.91 | 10.54 | 18.50 | 18.50 | NA | NA | 42.46 | 5.38 | 6.93 | 5.89 | 16.22 | 2.86 | 16.61 | 2.19 | 8.14 | 0.99 | 4.27 | 7.05 | 3.86 | 5.22 | 5.19 | 10.32 | 7.57 | 17.83 | 38.42 | 7.08 |
| Yield(%) | 0.00 | 0.00 | 1.65 | 1.95 | 2.87 | 3.83 | 2.92 | 3.25 | 0.00 | 0.00 | 2.86 | 2.17 | 1.57 | 2.53 | 4.44 | 3.93 | 2.94 | 3.18 | 5.25 | 4.05 | 3.83 | 4.05 | 3.39 | 4.15 | 3.35 | 3.73 | 1.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-4) |
-4.41%
Jun 2007 - Jun 2010 |
0.66%
May 2007 - May 2012 |
3.68%
Oct 2013 - Oct 2023 |
3.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDBTX (AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-4) |
18.58%
Feb 2009 - Feb 2012 |
15.55%
Feb 2009 - Feb 2014 |
9.93%
Feb 2009 - Feb 2019 |
7.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart