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RBJTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 12.1 0.01(0.08%) May 17
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (46%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.82% |
Expenses | 0.30% |
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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(%) | 0.8 | 3.2 | 9.0 | 1.0 | 4.6 | 4.3 | 6.7 | 4.2 | 5.4 | -13.7 | 4.7 | 8.7 | 13.7 | -3.8 | 10.0 | 6.4 | -1.7 | 5.5 | 14.5 | 10.5 | 1.3 | 9.1 | 23.7 | -29.6 | 6.0 |
Sharpe Ratio | NA | 0.51 | 0.61 | -0.22 | 0.33 | 0.43 | NA | 0.31 | 0.17 | -1.44 | 0.73 | 0.61 | 2.71 | -0.82 | 3.26 | 0.97 | -0.25 | 0.98 | 2.25 | 1.49 | 0.1 | 0.94 | 1.42 | -1.22 | 0.37 |
Draw Down(%) | NA | 2.9 | 6.1 | 16.8 | 16.8 | 16.8 | NA | 42.9 | 6.1 | 16.8 | 3.7 | 16.7 | 2.3 | 8.7 | 1.1 | 4.3 | 7.2 | 4.0 | 5.2 | 5.5 | 10.6 | 7.7 | 17.9 | 38.8 | 7.1 |
Standard Deviation(%) | NA | 5.6 | 6.1 | 7.5 | 8.8 | 7.4 | NA | 10.5 | 6.8 | 10.5 | 6.4 | 13.7 | 4.5 | 6.2 | 2.9 | 6.3 | 6.9 | 5.6 | 6.4 | 7.1 | 12.2 | 9.6 | 16.6 | 25.0 | 11.3 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.08 | 0.05 | 0.05 | NA | 0.04 | 0.0 | -0.14 | 0.05 | 0.07 | 0.27 | -0.12 | 0.43 | 0.09 | -0.03 | 0.07 | 0.16 | 0.12 | 0.01 | 0.11 | 0.25 | -0.31 | 0.04 |
Alpha | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.02 |
Beta | NA | NA | 0.41 | 0.21 | 0.58 | 0.69 | NA | 0.9 | NA | 1.09 | 0.93 | 1.18 | 0.46 | 0.43 | 0.22 | 0.7 | 0.5 | 0.8 | 0.9 | 0.87 | 0.91 | 0.84 | 0.95 | 0.98 | 0.96 |
RSquared | NA | 0.0 | 0.0 | 0.06 | 0.34 | 0.48 | NA | 0.82 | 0.0 | 0.38 | 0.42 | 0.98 | 0.38 | 0.37 | 0.2 | 0.72 | 0.46 | 0.75 | 0.83 | 0.87 | 0.95 | 0.93 | 0.96 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 2.8 | 3.1 | 3.5 | 3.4 | 4.5 | N/A | 2.9 | 2.5 | 4.4 | 3.5 | 3.7 | 3.2 | 2.1 | 2.4 | 4.6 | 3.3 | 3.1 | 3.3 | 2.8 | 3.3 | 2.8 | 3.3 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | 2.4 | 1.6 | 17.9 | N/A | N/A | N/A | 0.0 | -40.7 | 31.7 | 5.1 | 5.4 | 68.2 | -8.3 | -52.0 | 42.9 | 16.7 | 0.0 | 20.0 | -13.8 | 45.0 | -42.9 | 150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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