Find A Portfolio/Ticker
Comparison Box
AAOTX: American Funds 2065 Target Date Retirement Fund (MUTUAL FUND)
Basic Info 16.23 0.14(0.87%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (24%) |
Start Date: | 03/30/2020 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.45% |
Expenses | 0.74% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 5.0 | 20.6 | 3.0 | 6.1 | 19.1 | -22.8 | 15.3 | 42.8 |
Sharpe Ratio | NA | 0.43 | 1.1 | 0.01 | 0.75 | 1.32 | -1.14 | 1.3 | 3.32 |
Draw Down(%) | NA | 5.0 | 10.1 | 27.6 | 27.6 | 10.1 | 26.8 | 5.3 | 6.7 |
Standard Deviation(%) | NA | 10.4 | 10.6 | 15.1 | 15.6 | 11.4 | 21.3 | 11.8 | 17.9 |
Treynor Ratio | NA | 0.05 | 0.14 | 0.0 | 0.15 | 0.19 | -0.29 | 0.19 | 0.79 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.04 | -0.02 | 0.02 |
Beta | NA | 0.85 | 0.85 | 0.83 | 0.81 | 0.81 | 0.83 | 0.81 | 0.76 |
RSquared | NA | 0.94 | 0.95 | 0.96 | 0.96 | 0.92 | 0.94 | 0.91 | 0.97 |
Yield(%) | N/A | 0.0 | 1.9 | 2.0 | N/A | 2.0 | 2.9 | 1.6 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -45.8 | N/A | N/A | -45.8 | 108.7 | 155.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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 EQUITY Asset Class Trend Rankings |