Find A Portfolio/Ticker
Comparison Box
RBDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 14.8 0(0.0%) May 17
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (44%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.46% |
Expenses | 0.32% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
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(%) | 1.0 | 3.9 | 11.1 | 1.4 | 5.8 | 5.5 | 8.3 | 5.1 | 8.2 | -16.4 | 4.4 | 12.5 | 16.6 | -4.5 | 14.1 | 6.2 | -0.9 | 5.7 | 22.5 | 14.3 | -2.0 | 11.8 | 28.3 | -35.2 | 6.8 |
Sharpe Ratio | NA | 0.73 | 0.83 | -0.15 | 0.38 | 0.47 | NA | 0.32 | 0.53 | -1.41 | 0.53 | 0.73 | 2.46 | -0.68 | 3.61 | 0.69 | -0.1 | 0.7 | 2.55 | 1.41 | -0.11 | 0.84 | 1.4 | -1.18 | 0.37 |
Draw Down(%) | NA | 3.3 | 7.0 | 19.5 | 19.5 | 19.5 | NA | 49.4 | 7.0 | 19.5 | 5.3 | 19.3 | 3.2 | 11.4 | 1.2 | 6.5 | 8.9 | 5.8 | 6.4 | 8.2 | 16.6 | 11.0 | 20.6 | 44.9 | 8.6 |
Standard Deviation(%) | NA | 6.4 | 6.9 | 9.0 | 10.7 | 9.3 | NA | 13.4 | 7.5 | 12.6 | 8.3 | 16.8 | 6.2 | 8.6 | 3.7 | 8.5 | 9.4 | 8.1 | 8.8 | 10.2 | 18.0 | 14.0 | 20.2 | 30.4 | 13.8 |
Treynor Ratio | NA | 0.05 | 0.07 | -0.02 | 0.14 | 0.13 | NA | 0.07 | 0.05 | -0.2 | 0.05 | 0.27 | 3.14 | -0.26 | 0.15 | 0.06 | -0.01 | 0.05 | 0.21 | 0.13 | -0.02 | 0.12 | 0.3 | -0.37 | 0.05 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.0 | -0.02 | -0.01 | -0.01 | 0.02 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | -0.04 | 0.01 |
Beta | NA | 0.91 | 0.84 | 0.88 | 0.28 | 0.33 | NA | 0.62 | 0.84 | 0.9 | 0.8 | 0.46 | 0.05 | 0.22 | 0.88 | 0.92 | 0.96 | 1.09 | 1.09 | 1.08 | 1.04 | 1.0 | 0.94 | 0.97 | 1.02 |
RSquared | NA | 0.94 | 0.8 | 0.92 | 0.31 | 0.36 | NA | 0.63 | 0.74 | 0.93 | 0.51 | 0.51 | 0.08 | 0.29 | 0.91 | 0.98 | 0.96 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
Yield(%) | N/A | 0.0 | 2.5 | 3.4 | 3.8 | 3.6 | 5.1 | N/A | 2.6 | 2.7 | 5.9 | 3.2 | 3.4 | 3.0 | 1.9 | 2.6 | 4.9 | 3.1 | 1.8 | 2.5 | 1.9 | 2.6 | 2.4 | 3.0 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | -19.6 | 29.4 | 33.7 | N/A | N/A | N/A | -19.0 | -52.3 | 100.0 | 4.8 | 5.0 | 73.9 | -20.7 | -50.8 | 63.9 | 100.0 | -18.2 | 29.4 | -22.7 | 37.5 | -50.0 | 166.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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 Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) 0.0% (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) 0.0% (99%)
- VTTVX (Vanguard Target Retirement 2025) 0.05% (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) 0.06% (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) 0.0% (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) 0.0% (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) 0.07% (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) 0.10% (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) 0.0% (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) 0.0% (87%)