Find A Portfolio/Ticker
Comparison Box
AALTX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 23.11 0.02(0.09%) July 18
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.32% |
| Expenses | 0.73% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/11/2025)
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(%) | 0.3 | 11.4 | 14.8 | 14.3 | 8.5 | 8.5 | 10.0 | 7.4 | 11.4 | 19.0 | -24.0 | 12.9 | 16.1 | 24.6 | -5.9 | 22.2 | 8.0 | 0.3 | 6.7 | 26.1 | 16.4 | -2.6 | 12.6 | 31.6 | -35.6 | 7.8 |
| Sharpe Ratio | NA | 1.04 | 0.7 | 0.7 | 0.43 | 0.47 | NA | 0.39 | 0.42 | 1.35 | -1.2 | 1.08 | 0.58 | 2.27 | -0.53 | 3.83 | 0.64 | 0.03 | 0.69 | 2.72 | 1.46 | -0.13 | 0.81 | 1.46 | -1.15 | 0.44 |
| Draw Down(%) | NA | 14.9 | 14.9 | 14.9 | 29.2 | 29.3 | NA | 50.0 | 6.7 | 9.9 | 26.1 | 5.2 | 29.3 | 5.4 | 16.3 | 1.9 | 10.1 | 11.6 | 7.2 | 6.6 | 9.0 | 18.5 | 12.5 | 21.2 | 45.6 | 8.8 |
| Standard Deviation(%) | NA | 18.3 | 15.7 | 14.5 | 14.9 | 15.3 | NA | 16.5 | 11.4 | 11.0 | 21.3 | 11.9 | 27.4 | 10.2 | 13.7 | 5.6 | 12.0 | 12.6 | 9.7 | 9.6 | 11.3 | 20.1 | 15.5 | 21.6 | 31.8 | 14.3 |
| Treynor Ratio | NA | 0.25 | 0.14 | 0.13 | 0.08 | 0.09 | NA | 0.08 | 0.06 | 0.18 | -0.31 | 0.15 | 0.21 | 0.29 | -0.09 | 0.27 | 0.09 | 0.0 | 0.08 | 0.31 | 0.19 | -0.03 | 0.15 | 0.41 | -0.48 | 0.08 |
| Alpha | NA | 0.04 | 0.01 | -0.01 | -0.02 | -0.01 | NA | 0.0 | -0.03 | -0.01 | -0.04 | -0.03 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.03 | -0.04 | 0.02 |
| Beta | NA | 0.75 | 0.77 | 0.79 | 0.8 | 0.78 | NA | 0.79 | 0.84 | 0.81 | 0.82 | 0.83 | 0.74 | 0.8 | 0.78 | 0.79 | 0.89 | 0.79 | 0.83 | 0.84 | 0.86 | 0.85 | 0.84 | 0.77 | 0.76 | 0.81 |
| RSquared | NA | 0.95 | 0.94 | 0.88 | 0.89 | 0.9 | NA | 0.93 | 0.86 | 0.92 | 0.88 | 0.83 | 0.88 | 0.96 | 0.95 | 0.87 | 0.95 | 0.95 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 1.5 | 0.6 | 0.8 | 0.7 | 5.0 | 4.2 | 2.8 | 3.7 | 4.6 | 3.9 | 2.4 | 2.7 | 2.1 | 3.4 | 3.2 | 3.2 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 190.3 | 101.7 | -23.4 | 30.5 | -82.6 | 4.6 | 81.3 | -20.1 | -24.0 | 22.0 | 100.0 | -1.2 | 27.1 | -34.9 | 37.2 | -38.0 | 131.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) 0.16% (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) 0.16% (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) 0.0% (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) 0.0% (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) 0.07% (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) 0.07% (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) 0.16% (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) 0.16% (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) 0.0% (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) 0.0% (88%)
Latest Articles Related to AALTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
