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FAJTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1 (MUTUAL FUND)
Basic Info 23.78 0.17(0.71%) April 19
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (92%) |
Start Date: | 02/25/2014 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.79% |
Expenses | 0.38% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/25/2014 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.6 | 2.5 | 15.4 | 2.5 | 8.7 | 8.6 | 8.4 | 18.4 | -25.0 | 16.8 | 19.0 | 24.5 | -6.0 | 22.1 | 8.0 | 0.2 | 5.5 |
Sharpe Ratio | NA | 1.57 | 1.51 | 0.1 | 0.44 | 0.54 | 0.52 | 1.25 | -1.21 | 1.43 | 0.68 | 2.23 | -0.53 | 3.83 | 0.65 | 0.02 | 0.69 |
Draw Down(%) | NA | 2.4 | 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 |
Standard Deviation(%) | NA | 10.3 | 10.5 | 15.0 | 17.6 | 14.7 | 14.7 | 11.4 | 21.8 | 11.8 | 27.4 | 10.4 | 13.7 | 5.6 | 12.0 | 12.7 | 9.3 |
Treynor Ratio | NA | 0.19 | 0.18 | 0.02 | 0.1 | 0.1 | 0.09 | 0.17 | -0.32 | 0.2 | 0.24 | 0.28 | -0.09 | 0.27 | 0.09 | 0.0 | 0.08 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.05 | -0.02 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 |
Beta | NA | 0.86 | 0.86 | 0.84 | 0.81 | 0.81 | 0.81 | 0.82 | 0.84 | 0.85 | 0.78 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.82 |
RSquared | NA | 0.91 | 0.92 | 0.95 | 0.96 | 0.95 | 0.95 | 0.89 | 0.87 | 0.91 | 0.97 | 0.96 | 0.95 | 0.87 | 0.94 | 0.93 | 0.95 |
Yield(%) | N/A | 0.0 | 2.4 | 3.9 | 4.6 | 4.8 | N/A | 2.6 | 5.2 | 4.7 | 3.4 | 4.7 | 4.0 | 2.7 | 3.5 | 4.0 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | -62.2 | 30.7 | 55.4 | N/A | N/A | -62.2 | 25.0 | 54.3 | -11.4 | 3.9 | 81.0 | -19.2 | -16.1 | 17.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2014
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