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FAATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS F-1 (MUTUAL FUND)
Basic Info 11.26 0.04(0.36%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (85%) |
Start Date: | 02/25/2014 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.22% |
Expenses | 0.28% |
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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 | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.3 | 5.3 | 1.1 | 4.4 | 4.6 | 4.4 | 4.6 | -12.5 | 5.0 | 8.9 | 13.5 | -2.9 | 9.9 | 7.2 | -1.2 | 5.2 |
Sharpe Ratio | NA | -0.73 | 0.21 | -0.19 | 0.34 | 0.51 | 0.52 | 0.04 | -1.4 | 0.86 | 0.7 | 2.97 | -0.76 | 3.37 | 1.15 | -0.19 | 1.28 |
Draw Down(%) | NA | 2.9 | 5.6 | 15.0 | 15.1 | 15.1 | 15.1 | 5.6 | 15.0 | 3.2 | 15.1 | 1.9 | 7.4 | 0.9 | 4.0 | 6.9 | 3.6 |
Standard Deviation(%) | NA | 5.4 | 5.9 | 7.0 | 8.0 | 6.8 | 6.7 | 7.0 | 10.0 | 5.7 | 12.2 | 4.1 | 5.6 | 2.8 | 6.1 | 6.6 | 4.8 |
Treynor Ratio | NA | -0.12 | 0.03 | -0.04 | 0.08 | 0.1 | 0.1 | 0.01 | -0.41 | 0.17 | 0.26 | 0.42 | -0.14 | 0.38 | 0.17 | -0.03 | 0.16 |
Alpha | NA | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.03 | -0.03 | -0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.01 | -0.01 | 0.0 |
Beta | NA | 0.33 | 0.37 | 0.34 | 0.33 | 0.34 | 0.34 | 0.34 | 0.34 | 0.29 | 0.33 | 0.29 | 0.31 | 0.25 | 0.41 | 0.39 | 0.39 |
RSquared | NA | 0.54 | 0.59 | 0.74 | 0.83 | 0.82 | 0.82 | 0.43 | 0.73 | 0.5 | 0.92 | 0.81 | 0.88 | 0.39 | 0.85 | 0.84 | 0.87 |
Yield(%) | N/A | 0.0 | 3.6 | 3.4 | 3.8 | 3.8 | N/A | 3.7 | 3.0 | 3.9 | 3.9 | 3.8 | 3.6 | 2.8 | 3.0 | 4.5 | 4.7 |
Dividend Growth(%) | N/A | -100.0 | 8.1 | N/A | N/A | N/A | N/A | 8.1 | -19.6 | 4.5 | 12.8 | 0.0 | 39.3 | -3.4 | -37.0 | -4.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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