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AAHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 20.53 0.07(0.34%) May 16
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (51%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.69% |
Expenses | 0.72% |
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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(%) | 1.5 | 8.4 | 22.4 | 4.7 | 10.4 | 9.0 | 11.3 | 7.7 | 16.8 | -23.6 | 11.6 | 18.8 | 24.4 | -5.9 | 22.0 | 7.9 | 0.3 | 6.7 | 26.2 | 16.4 | -2.7 | 12.7 | 31.5 | -35.6 | 7.8 |
Sharpe Ratio | NA | 1.69 | 1.59 | 0.13 | 0.49 | 0.55 | NA | 0.41 | 1.14 | -1.2 | 0.97 | 0.69 | 2.26 | -0.54 | 3.88 | 0.64 | 0.03 | 0.69 | 2.73 | 1.46 | -0.14 | 0.81 | 1.45 | -1.15 | 0.44 |
Draw Down(%) | NA | 4.8 | 9.7 | 25.9 | 28.9 | 28.9 | NA | 50.0 | 9.7 | 25.4 | 5.1 | 28.9 | 5.3 | 16.1 | 1.9 | 10.1 | 11.6 | 7.2 | 6.6 | 9.0 | 18.6 | 12.5 | 21.3 | 45.6 | 8.8 |
Standard Deviation(%) | NA | 10.0 | 10.2 | 14.5 | 17.2 | 14.4 | NA | 16.4 | 11.1 | 20.9 | 11.9 | 26.8 | 10.1 | 13.5 | 5.5 | 12.0 | 12.6 | 9.8 | 9.6 | 11.3 | 20.1 | 15.5 | 21.7 | 31.7 | 14.3 |
Treynor Ratio | NA | 0.16 | 0.17 | 0.02 | 0.09 | 0.09 | NA | 0.08 | 0.14 | -0.25 | 0.12 | 0.2 | 0.4 | -0.08 | 0.23 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -0.03 | 0.14 | 0.37 | -0.42 | 0.07 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
Beta | NA | 1.03 | 0.94 | 0.99 | 0.9 | 0.91 | NA | 0.9 | 0.94 | 1.01 | 0.96 | 0.91 | 0.58 | 0.86 | 0.93 | 0.94 | 0.95 | 0.99 | 0.93 | 0.93 | 0.92 | 0.91 | 0.86 | 0.86 | 0.92 |
RSquared | NA | 0.96 | 0.84 | 0.95 | 0.92 | 0.93 | NA | 0.96 | 0.83 | 0.89 | 0.83 | 0.96 | 0.64 | 0.89 | 0.96 | 0.98 | 0.97 | 0.98 | 0.97 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 |
Yield(%) | N/A | 0.0 | 2.7 | 4.1 | 5.0 | 5.0 | 7.1 | N/A | 2.9 | 5.1 | 5.2 | 3.6 | 5.1 | 4.3 | 2.8 | 3.7 | 4.6 | 3.7 | 2.3 | 2.9 | 2.0 | 3.0 | 2.6 | 2.7 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -57.4 | 28.5 | 51.9 | N/A | N/A | N/A | -56.9 | 11.2 | 63.3 | -14.3 | 4.5 | 86.1 | -20.0 | -23.7 | 28.3 | 91.7 | -7.7 | 36.8 | -26.9 | 44.4 | -37.9 | 107.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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