Find A Portfolio/Ticker
Comparison Box
AAMTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 25.22 0.18(0.71%) May 23
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (31%) |
Start Date: | 02/23/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.45% |
Expenses | 0.38% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/23/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 7.9 | 22.0 | 4.4 | 10.3 | 8.9 | 10.2 | 18.4 | -25.0 | 12.2 | 19.0 | 24.6 | -6.0 | 22.2 | 8.0 | 0.3 | 6.7 | 26.1 | 16.4 | -2.6 | 15.7 |
Sharpe Ratio | NA | 2.02 | 1.76 | 0.17 | 0.5 | 0.54 | 0.65 | 1.25 | -1.21 | 1.01 | 0.69 | 2.25 | -0.53 | 3.84 | 0.64 | 0.02 | 0.69 | 2.73 | 1.47 | -0.13 | 1.18 |
Draw Down(%) | NA | 4.9 | 10.0 | 27.4 | 29.3 | 29.3 | 29.3 | 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 | 10.5 | 10.6 | 15.0 | 17.6 | 14.8 | 14.6 | 11.4 | 21.8 | 12.1 | 27.3 | 10.3 | 13.7 | 5.6 | 12.0 | 12.8 | 9.7 | 9.6 | 11.3 | 20.2 | 15.5 |
Treynor Ratio | NA | 0.24 | 0.21 | 0.03 | 0.11 | 0.1 | 0.12 | 0.17 | -0.32 | 0.15 | 0.24 | 0.29 | -0.09 | 0.28 | 0.09 | 0.0 | 0.08 | 0.31 | 0.19 | -0.03 | 0.22 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.05 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 |
Beta | NA | 0.88 | 0.88 | 0.84 | 0.81 | 0.81 | 0.82 | 0.82 | 0.84 | 0.83 | 0.77 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.83 | 0.84 | 0.86 | 0.85 | 0.84 |
RSquared | NA | 0.93 | 0.93 | 0.95 | 0.96 | 0.95 | 0.95 | 0.89 | 0.87 | 0.8 | 0.97 | 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 | 2.5 | 3.9 | 4.8 | 4.7 | N/A | 2.6 | 5.2 | 4.7 | 3.4 | 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 | -62.0 | 32.5 | 60.8 | N/A | N/A | -62.0 | 25.1 | 56.4 | -12.1 | 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 02/23/2010
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 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) 0.64% (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) 0.86% (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) 0.88% (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) 0.72% (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) 0.67% (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) 0.0% (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) 0.88% (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) 0.83% (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) 0.87% (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) 0.85% (84%)