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RBCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 13.13 0.04(0.31%) May 24
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (28%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.61% |
Expenses | 0.30% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/26/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 3.0 | 10.5 | 1.0 | 5.1 | 4.6 | 7.2 | 4.4 | 6.5 | -14.6 | 3.6 | 9.8 | 14.4 | -3.8 | 11.6 | 6.0 | -0.9 | 5.6 | 17.4 | 11.9 | 0.1 | 10.0 | 25.8 | -32.9 | 6.5 |
Sharpe Ratio | NA | 0.6 | 0.69 | -0.19 | 0.35 | 0.45 | NA | 0.3 | 0.32 | -1.42 | 0.48 | 0.67 | 2.6 | -0.74 | 3.46 | 0.78 | -0.12 | 0.86 | 2.37 | 1.45 | 0.0 | 0.88 | 1.39 | -1.19 | 0.37 |
Draw Down(%) | NA | 3.1 | 6.6 | 17.7 | 17.7 | 17.7 | NA | 46.8 | 6.6 | 17.7 | 5.0 | 17.2 | 2.4 | 9.4 | 1.1 | 5.1 | 7.9 | 4.6 | 5.7 | 6.5 | 13.1 | 9.2 | 19.5 | 42.5 | 8.0 |
Standard Deviation(%) | NA | 6.1 | 6.6 | 8.1 | 9.3 | 8.0 | NA | 11.9 | 7.1 | 11.3 | 7.5 | 14.2 | 5.0 | 6.9 | 3.2 | 7.3 | 8.1 | 6.5 | 7.3 | 8.3 | 14.6 | 11.3 | 18.6 | 28.4 | 12.9 |
Treynor Ratio | NA | 0.04 | 0.05 | -0.02 | 0.24 | 0.21 | NA | 0.09 | 0.02 | -0.17 | 0.04 | 0.26 | 6.37 | -0.36 | 0.13 | 0.06 | -0.01 | 0.06 | 0.17 | 0.12 | 0.0 | 0.11 | 0.27 | -0.34 | 0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.02 | -0.01 | -0.01 | 0.02 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 |
Beta | NA | 1.01 | 0.94 | 0.94 | 0.13 | 0.17 | NA | 0.42 | 0.93 | 0.95 | 0.81 | 0.36 | 0.02 | 0.14 | 0.82 | 0.89 | 0.94 | 1.0 | 1.01 | 0.99 | 0.95 | 0.91 | 0.97 | 1.01 | 1.07 |
RSquared | NA | 0.94 | 0.8 | 0.92 | 0.15 | 0.19 | NA | 0.43 | 0.72 | 0.9 | 0.45 | 0.4 | 0.04 | 0.2 | 0.88 | 0.97 | 0.94 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
Yield(%) | N/A | 0.0 | 2.6 | 3.5 | 3.9 | 3.4 | 4.6 | N/A | 2.7 | 2.7 | 5.8 | 3.7 | 3.6 | 3.1 | 2.0 | 2.4 | 3.3 | 3.0 | 2.0 | 2.5 | 2.2 | 3.0 | 2.4 | 3.1 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -14.1 | 15.1 | 49.4 | N/A | N/A | N/A | -14.1 | -52.0 | 63.1 | 15.2 | 6.8 | 73.5 | -13.5 | -31.7 | 13.5 | 71.3 | -13.7 | 13.6 | -21.3 | 50.6 | -49.5 | 177.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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