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AANTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 16.53 0.07(0.42%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (38%) |
Start Date: | 03/30/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.20% |
Expenses | 0.38% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/28/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.2 | 19.2 | 2.9 | 9.0 | 9.9 | 18.6 | -24.6 | 12.9 | 15.9 | 25.0 | -9.1 | 20.3 | 5.5 | -3.5 |
Sharpe Ratio | NA | 0.45 | 1.11 | 0.02 | 0.4 | 0.48 | 1.27 | -1.2 | 1.07 | 0.57 | 2.29 | -0.74 | 3.39 | 0.43 | -0.35 |
Draw Down(%) | NA | 5.0 | 10.1 | 27.5 | 29.4 | 29.4 | 10.1 | 26.7 | 5.3 | 29.4 | 5.4 | 16.3 | 1.9 | 10.1 | 11.6 |
Standard Deviation(%) | NA | 10.4 | 10.6 | 15.1 | 17.7 | 15.2 | 11.4 | 21.7 | 12.0 | 27.5 | 10.4 | 14.1 | 5.8 | 12.3 | 13.1 |
Treynor Ratio | NA | 0.06 | 0.14 | 0.0 | 0.09 | 0.09 | 0.18 | -0.32 | 0.16 | 0.2 | 0.3 | -0.13 | 0.29 | 0.06 | -0.06 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.05 | -0.03 | 0.0 | 0.0 | -0.02 | 0.02 | -0.02 | -0.01 |
Beta | NA | 0.85 | 0.85 | 0.83 | 0.8 | 0.8 | 0.81 | 0.82 | 0.8 | 0.77 | 0.8 | 0.79 | 0.69 | 0.86 | 0.81 |
RSquared | NA | 0.95 | 0.95 | 0.96 | 0.97 | 0.96 | 0.91 | 0.9 | 0.85 | 0.97 | 0.96 | 0.91 | 0.7 | 0.92 | 0.95 |
Yield(%) | N/A | 0.0 | 2.4 | 3.5 | 4.1 | N/A | 2.5 | 4.7 | 4.0 | 2.9 | 3.9 | 3.1 | 1.8 | 2.5 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -59.0 | N/A | N/A | N/A | -59.0 | 33.9 | 55.0 | -9.1 | 12.8 | 105.3 | -20.8 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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