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AAATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 12.45 0.01(0.08%) July 02
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 5.09% |
| Expenses | 0.28% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 7.3 | 12.1 | 7.4 | 5.3 | 4.9 | 6.3 | 4.6 | 2.6 | 7.7 | -10.3 | 6.6 | 7.4 | 13.5 | -2.9 | 10.0 | 7.2 | -1.2 | 6.3 | 12.2 | 10.1 | 3.4 | 9.5 | 23.3 | -27.5 | 5.9 |
| Sharpe Ratio | NA | 1.2 | 0.97 | 0.58 | 0.39 | 0.48 | NA | 0.39 | -0.56 | 0.57 | -1.25 | 1.27 | 0.58 | 2.98 | -0.75 | 3.45 | 1.14 | -0.18 | 1.3 | 2.23 | 1.82 | 0.34 | 1.21 | 1.55 | -1.22 | 0.38 |
| Draw Down(%) | NA | 5.0 | 5.0 | 9.4 | 16.4 | 16.4 | NA | 40.4 | 6.8 | 5.6 | 15.0 | 2.2 | 15.1 | 2.0 | 7.4 | 0.9 | 4.0 | 6.9 | 3.6 | 4.9 | 4.1 | 8.0 | 6.0 | 16.8 | 36.5 | 6.7 |
| Standard Deviation(%) | NA | 7.5 | 6.4 | 6.9 | 6.7 | 6.9 | NA | 9.3 | 7.2 | 6.1 | 9.4 | 5.2 | 12.3 | 4.1 | 5.6 | 2.7 | 6.1 | 6.7 | 4.9 | 5.5 | 5.6 | 9.6 | 7.8 | 15.0 | 23.2 | 10.7 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.04 | 0.03 | 0.03 | NA | 0.03 | -0.06 | 0.03 | -0.11 | 0.2 | 0.06 | 0.1 | -0.03 | 0.09 | 0.05 | -0.01 | 0.04 | 0.09 | 0.07 | 0.02 | 0.07 | 0.14 | -0.15 | 0.02 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.01 | -0.01 | 0.01 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.02 | -0.01 | 0.0 | -0.03 | -0.01 |
| Beta | NA | 1.09 | 1.07 | 1.04 | 1.04 | 1.14 | NA | 1.43 | 0.64 | 0.98 | 1.04 | 0.33 | 1.21 | 1.16 | 1.23 | 1.07 | 1.37 | 1.49 | 1.46 | 1.32 | 1.38 | 1.5 | 1.36 | 1.68 | 1.93 | 1.88 |
| RSquared | NA | 0.92 | 0.9 | 0.92 | 0.87 | 0.89 | NA | 0.83 | 0.31 | 0.88 | 0.93 | 0.21 | 0.93 | 0.85 | 0.91 | 0.77 | 0.91 | 0.89 | 0.9 | 0.88 | 0.8 | 0.87 | 0.86 | 0.88 | 0.89 | 0.73 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 2.9 | 2.2 | 1.6 | 2.5 | 3.8 | 3.5 | 2.7 | 2.8 | 4.3 | 4.7 | 5.6 | 4.1 | 4.8 | 3.9 | 3.3 | 4.1 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 88.6 | 18.3 | 43.3 | -33.7 | -27.9 | 1.2 | 41.1 | 1.1 | -39.5 | -5.7 | -11.9 | 46.1 | -15.4 | 28.6 | 41.8 | -44.7 | 133.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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See Target Date 2000-2010 Asset Class Trend Rankings |
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