RDJTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 28.96 0.17(0.58%) August 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 02/22/2010 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 0.93% |
| Expenses | 0.38% |
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Performance Analytics (As of 08/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/22/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 11.1 | 16.0 | 10.9 | 7.6 | 8.3 | 9.5 | 9.4 | 12.6 | 19.8 | -24.6 | 12.9 | 16.2 | 24.6 | -5.9 | 22.2 | 7.9 | 0.2 | 6.7 | 26.1 | 16.4 | -2.7 | 14.7 |
| Sharpe Ratio | NA | 0.84 | 0.61 | 0.49 | 0.36 | 0.43 | NA | 0.57 | 0.53 | 1.39 | -1.21 | 1.07 | 0.58 | 2.25 | -0.53 | 3.85 | 0.64 | 0.02 | 0.69 | 2.74 | 1.46 | -0.14 | 1.09 |
| Draw Down(%) | NA | 15.4 | 16.0 | 16.0 | 29.8 | 29.8 | NA | 29.8 | 7.0 | 10.0 | 26.6 | 5.3 | 29.3 | 5.4 | 16.3 | 1.9 | 10.1 | 11.6 | 7.2 | 6.6 | 9.0 | 18.6 | 12.3 |
| Standard Deviation(%) | NA | 17.9 | 16.0 | 14.7 | 15.1 | 15.4 | NA | 14.8 | 11.5 | 11.2 | 21.6 | 12.0 | 27.5 | 10.3 | 13.7 | 5.6 | 12.1 | 12.7 | 9.7 | 9.5 | 11.3 | 20.1 | 15.6 |
| Treynor Ratio | NA | 0.19 | 0.12 | 0.09 | 0.07 | 0.08 | NA | 0.1 | 0.07 | 0.19 | -0.31 | 0.15 | 0.21 | 0.29 | -0.09 | 0.27 | 0.09 | 0.0 | 0.08 | 0.31 | 0.19 | -0.03 | 0.2 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.05 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.77 | 0.78 | 0.81 | 0.82 | 0.79 | NA | 0.81 | 0.86 | 0.82 | 0.84 | 0.84 | 0.74 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.83 | 0.84 | 0.86 | 0.85 | 0.84 |
| RSquared | NA | 0.94 | 0.92 | 0.88 | 0.89 | 0.9 | NA | 0.92 | 0.89 | 0.92 | 0.88 | 0.83 | 0.88 | 0.96 | 0.94 | 0.87 | 0.95 | 0.93 | 0.96 | 0.94 | 0.95 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.9 | 0.9 | 2.5 | 3.6 | N/A | 1.0 | 1.4 | 0.4 | 0.7 | 0.6 | 4.7 | 4.0 | 2.6 | 3.4 | 3.9 | 3.4 | 2.4 | 2.7 | 2.8 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | -14.1 | -42.9 | -70.2 | N/A | N/A | N/A | -14.1 | 161.3 | -35.0 | 25.4 | -83.6 | 5.3 | 85.2 | -18.9 | -18.0 | 21.9 | 65.1 | 4.5 | -9.9 | 39.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2010
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