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AAATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 11.67 0.02(0.17%) May 16
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (44%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.58% |
Expenses | 0.28% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/26/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 3.2 | 9.3 | 1.7 | 5.1 | 4.7 | 7.0 | 4.6 | 4.7 | -12.5 | 5.0 | 8.8 | 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 | 0.52 | 0.63 | -0.14 | 0.42 | 0.53 | NA | 0.39 | 0.07 | -1.4 | 0.86 | 0.7 | 2.98 | -0.75 | 3.45 | 1.14 | -0.18 | 1.3 | 2.23 | 1.82 | 0.34 | 1.21 | 1.55 | -1.22 | 0.37 |
Draw Down(%) | NA | 2.8 | 5.6 | 15.0 | 15.1 | 15.1 | NA | 40.4 | 5.6 | 15.0 | 3.2 | 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 | 5.4 | 5.9 | 7.0 | 8.0 | 6.8 | NA | 9.5 | 6.9 | 9.9 | 5.8 | 12.2 | 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 | 0.03 | 0.04 | -0.01 | 0.03 | 0.03 | NA | 0.03 | 0.01 | -0.13 | 0.05 | 0.07 | 0.12 | -0.05 | 0.13 | 0.05 | -0.01 | 0.05 | 0.12 | 0.08 | 0.02 | 0.07 | 0.14 | -0.15 | 0.03 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 |
Beta | NA | 1.02 | 1.02 | 1.03 | 1.12 | 1.17 | NA | 1.45 | 0.94 | 1.04 | 0.99 | 1.25 | 0.98 | 0.91 | 0.74 | 1.27 | 1.13 | 1.29 | 1.02 | 1.22 | 1.45 | 1.27 | 1.67 | 1.88 | 1.59 |
RSquared | NA | 0.91 | 0.92 | 0.91 | 0.92 | 0.9 | NA | 0.84 | 0.6 | 0.84 | 0.5 | 0.96 | 0.7 | 0.65 | 0.55 | 0.83 | 0.66 | 0.8 | 0.66 | 0.72 | 0.82 | 0.8 | 0.87 | 0.86 | 0.64 |
Yield(%) | N/A | 0.0 | 3.6 | 3.3 | 3.8 | 3.7 | 5.2 | N/A | 3.7 | 3.0 | 4.0 | 3.9 | 3.8 | 3.6 | 2.6 | 2.8 | 4.4 | 4.8 | 5.6 | 4.1 | 4.8 | 3.9 | 3.3 | 4.1 | 1.8 |
Dividend Growth(%) | N/A | -100.0 | 8.1 | 1.6 | 11.2 | N/A | N/A | N/A | 8.1 | -21.3 | 6.8 | 12.8 | 0.0 | 44.4 | 0.0 | -40.0 | -6.2 | -11.1 | 45.9 | -15.9 | 29.4 | 41.7 | -44.2 | 138.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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