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RBFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 17.72 0.14(0.80%) May 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (54%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.12% |
Expenses | 0.35% |
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Performance Analytics (As of 05/03/2024)
Last 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(%) | 0.4 | 3.6 | 14.1 | 1.9 | 7.3 | 7.2 | 9.8 | 6.3 | 13.4 | -20.9 | 9.3 | 16.3 | 21.9 | -6.2 | 19.7 | 6.9 | -0.5 | 5.9 | 24.7 | 15.4 | -3.1 | 12.0 | 30.4 | -36.0 | 7.2 |
Sharpe Ratio | NA | 0.86 | 1.18 | -0.03 | 0.37 | 0.47 | NA | 0.35 | 0.99 | -1.27 | 0.87 | 0.65 | 2.22 | -0.6 | 3.65 | 0.58 | -0.05 | 0.63 | 2.6 | 1.4 | -0.16 | 0.79 | 1.41 | -1.17 | 0.39 |
Draw Down(%) | NA | 4.1 | 8.7 | 23.9 | 26.7 | 26.7 | NA | 50.4 | 8.7 | 23.5 | 4.8 | 26.7 | 4.9 | 15.7 | 1.9 | 9.6 | 11.4 | 7.1 | 6.6 | 9.0 | 18.4 | 12.3 | 21.3 | 45.9 | 9.0 |
Standard Deviation(%) | NA | 8.5 | 8.7 | 12.3 | 15.2 | 13.0 | NA | 15.6 | 9.3 | 17.6 | 10.6 | 24.4 | 9.3 | 12.5 | 5.3 | 11.5 | 12.2 | 9.5 | 9.5 | 11.0 | 19.7 | 15.2 | 21.4 | 31.6 | 14.2 |
Treynor Ratio | NA | 0.07 | 0.11 | 0.0 | 0.06 | 0.06 | NA | 0.06 | 0.1 | -0.22 | 0.09 | 0.16 | 0.2 | -0.07 | 0.22 | 0.07 | -0.01 | 0.06 | 0.26 | 0.17 | -0.03 | 0.14 | 0.36 | -0.43 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | 0.02 |
Beta | NA | 0.99 | 0.9 | 1.0 | 1.01 | 1.02 | NA | 0.93 | 0.91 | 1.01 | 1.01 | 1.01 | 1.02 | 1.02 | 0.86 | 0.94 | 0.91 | 0.98 | 0.94 | 0.9 | 0.92 | 0.88 | 0.85 | 0.86 | 0.88 |
RSquared | NA | 0.96 | 0.83 | 0.94 | 0.97 | 0.97 | NA | 0.97 | 0.82 | 0.92 | 0.76 | 0.99 | 0.91 | 0.93 | 0.8 | 0.93 | 0.85 | 0.93 | 0.93 | 0.95 | 0.98 | 0.97 | 0.98 | 0.98 | 0.95 |
Yield(%) | N/A | 0.0 | 2.1 | 3.4 | 4.0 | 4.1 | 5.8 | N/A | 2.3 | 3.7 | 5.1 | 3.3 | 4.3 | 3.6 | 2.0 | 3.1 | 4.8 | 3.1 | 1.8 | 2.4 | 1.5 | 2.2 | 2.1 | 2.7 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -52.1 | 20.6 | 41.5 | N/A | N/A | N/A | -52.1 | -19.3 | 72.5 | -8.9 | 5.7 | 112.0 | -30.6 | -40.0 | 57.9 | 111.1 | -14.3 | 50.0 | -26.3 | 35.7 | -51.7 | 163.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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