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AAMTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 28.98 0.14(0.48%) July 11
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 02/23/2010 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.24% |
| Expenses | 0.38% |
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Performance Analytics (As of 07/07/2025)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 11.0 | 14.1 | 13.2 | 8.7 | 8.7 | 10.0 | 9.8 | 11.6 | 19.8 | -24.5 | 13.0 | 16.3 | 24.6 | -6.0 | 22.2 | 8.0 | 0.3 | 6.7 | 26.1 | 16.4 | -2.6 | 15.7 |
| Sharpe Ratio | NA | 1.08 | 0.77 | 0.7 | 0.45 | 0.46 | NA | 0.6 | 0.43 | 1.39 | -1.2 | 1.08 | 0.58 | 2.25 | -0.53 | 3.84 | 0.65 | 0.02 | 0.69 | 2.73 | 1.47 | -0.13 | 1.18 |
| Draw Down(%) | NA | 15.4 | 15.4 | 15.4 | 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 | 9.1 | 18.6 | 12.6 |
| Standard Deviation(%) | NA | 19.1 | 16.2 | 14.8 | 15.1 | 15.4 | NA | 14.8 | 11.7 | 11.3 | 21.6 | 12.0 | 27.4 | 10.3 | 13.7 | 5.6 | 12.0 | 12.8 | 9.7 | 9.6 | 11.3 | 20.2 | 15.5 |
| Treynor Ratio | NA | 0.27 | 0.16 | 0.13 | 0.08 | 0.09 | NA | 0.11 | 0.06 | 0.19 | -0.31 | 0.15 | 0.22 | 0.29 | -0.09 | 0.28 | 0.09 | 0.0 | 0.08 | 0.31 | 0.19 | -0.03 | 0.22 |
| Alpha | NA | 0.04 | 0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.05 | -0.03 | 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 | 0.8 | 0.82 | 0.79 | NA | 0.81 | 0.83 | 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 | 0.95 | 0.91 | 0.88 | 0.89 | 0.9 | NA | 0.92 | 0.81 | 0.92 | 0.88 | 0.84 | 0.88 | 0.96 | 0.95 | 0.87 | 0.94 | 0.93 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 1.4 | 0.4 | 0.8 | 0.7 | 4.7 | 4.0 | 2.6 | 3.4 | 3.9 | 3.4 | 2.5 | 2.6 | 2.8 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 203.2 | 138.8 | -33.7 | 19.0 | -81.5 | 5.3 | 84.6 | -18.4 | -17.9 | 20.3 | 66.2 | 5.9 | -11.4 | 48.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2010
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