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RBETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 16.42 0.05(0.30%) May 28
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (37%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.18% |
Expenses | 0.33% |
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Performance Analytics (As of 05/24/2024)
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(%) | -0.7 | 4.3 | 14.3 | 1.7 | 6.9 | 6.2 | 8.9 | 5.8 | 10.9 | -18.4 | 5.8 | 13.9 | 18.7 | -5.3 | 17.2 | 6.5 | -0.5 | 5.9 | 24.4 | 15.2 | -2.7 | 12.1 | 30.0 | -35.7 | 7.0 |
Sharpe Ratio | NA | 1.14 | 1.38 | -0.05 | 0.43 | 0.47 | NA | 0.34 | 0.82 | -1.33 | 0.61 | 0.68 | 2.32 | -0.63 | 3.65 | 0.61 | -0.05 | 0.65 | 2.6 | 1.41 | -0.14 | 0.81 | 1.42 | -1.18 | 0.38 |
Draw Down(%) | NA | 3.8 | 7.8 | 21.6 | 22.4 | 22.4 | NA | 50.0 | 7.8 | 21.4 | 5.6 | 22.4 | 3.9 | 13.4 | 1.5 | 8.5 | 10.6 | 6.7 | 6.6 | 8.7 | 18.0 | 11.9 | 20.9 | 45.5 | 8.8 |
Standard Deviation(%) | NA | 7.3 | 7.8 | 10.4 | 12.6 | 11.1 | NA | 14.5 | 8.2 | 14.9 | 9.5 | 20.0 | 7.5 | 10.4 | 4.6 | 10.4 | 11.4 | 9.0 | 9.4 | 10.9 | 19.3 | 14.8 | 21.0 | 31.1 | 14.1 |
Treynor Ratio | NA | 0.09 | 0.12 | -0.01 | 0.06 | 0.05 | NA | 0.05 | 0.08 | -0.21 | 0.06 | 0.15 | 0.19 | -0.07 | 0.2 | 0.07 | -0.01 | 0.06 | 0.24 | 0.16 | -0.03 | 0.13 | 0.34 | -0.41 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.03 | -0.03 | 0.02 |
Beta | NA | 0.94 | 0.87 | 0.93 | 0.93 | 0.96 | NA | 0.94 | 0.86 | 0.95 | 0.9 | 0.92 | 0.9 | 0.94 | 0.82 | 0.95 | 0.96 | 1.04 | 1.01 | 0.97 | 0.99 | 0.94 | 0.89 | 0.89 | 0.92 |
RSquared | NA | 0.96 | 0.82 | 0.95 | 0.97 | 0.97 | NA | 0.98 | 0.79 | 0.94 | 0.64 | 0.99 | 0.89 | 0.91 | 0.79 | 0.94 | 0.87 | 0.93 | 0.93 | 0.94 | 0.98 | 0.97 | 0.97 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 2.2 | 3.5 | 4.1 | 3.9 | 5.5 | N/A | 2.3 | 3.0 | 6.2 | 3.2 | 3.8 | 3.4 | 2.1 | 2.9 | 4.6 | 3.5 | 1.9 | 2.6 | 1.7 | 1.8 | 2.1 | 2.7 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -38.2 | 26.9 | 35.9 | N/A | N/A | N/A | -38.2 | -48.8 | 108.9 | -1.6 | 2.3 | 89.0 | -26.1 | -40.4 | 37.2 | 123.3 | -20.3 | 51.0 | 0.6 | 9.9 | -50.7 | 148.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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