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RCATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 12.09 0.02(0.17%) June 06
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 4.86% |
| Expenses | 0.28% |
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Performance Analytics (As of 05/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 4.9 | 9.3 | 4.7 | 4.2 | 4.3 | 5.8 | 4.4 | 2.6 | 7.2 | -10.6 | 6.2 | 7.1 | 13.2 | -3.2 | 9.7 | 6.8 | -1.5 | 6.0 | 11.8 | 9.8 | 3.0 | 9.8 | 22.9 | -27.7 | 7.9 |
| Sharpe Ratio | NA | 1.05 | 0.26 | -0.05 | 0.2 | 0.34 | NA | 0.33 | -0.57 | 0.5 | -1.29 | 1.2 | 0.56 | 2.93 | -0.81 | 3.26 | 1.08 | -0.23 | 1.24 | 2.15 | 1.78 | 0.31 | 1.27 | 1.51 | -1.23 | 0.62 |
| Draw Down(%) | NA | 5.0 | 8.2 | 10.1 | 16.6 | 16.6 | NA | 40.7 | 6.6 | 5.6 | 15.2 | 2.2 | 15.1 | 1.9 | 7.7 | 1.0 | 4.1 | 7.1 | 3.5 | 4.9 | 4.1 | 8.1 | 5.7 | 16.8 | 36.8 | 6.8 |
| Standard Deviation(%) | NA | 7.9 | 7.9 | 7.6 | 7.2 | 7.1 | NA | 9.4 | 7.0 | 6.1 | 9.3 | 5.2 | 12.3 | 4.0 | 5.6 | 2.8 | 6.0 | 6.8 | 4.9 | 5.5 | 5.5 | 9.6 | 7.7 | 15.1 | 23.2 | 10.5 |
| Treynor Ratio | NA | 0.08 | 0.03 | 0.0 | 0.02 | 0.02 | NA | 0.02 | -0.06 | 0.03 | -0.12 | 0.19 | 0.06 | 0.1 | -0.04 | 0.08 | 0.05 | -0.01 | 0.04 | 0.09 | 0.07 | 0.02 | 0.07 | 0.13 | -0.15 | 0.03 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.01 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 |
| Beta | NA | 1.09 | 0.74 | 0.93 | 0.82 | 0.98 | NA | 1.32 | 0.64 | 0.98 | 1.03 | 0.33 | 1.21 | 1.16 | 1.23 | 1.09 | 1.36 | 1.48 | 1.46 | 1.32 | 1.37 | 1.5 | 1.34 | 1.69 | 1.93 | 1.85 |
| RSquared | NA | 0.93 | 0.43 | 0.73 | 0.63 | 0.74 | NA | 0.76 | 0.33 | 0.87 | 0.93 | 0.21 | 0.92 | 0.87 | 0.9 | 0.76 | 0.91 | 0.87 | 0.9 | 0.87 | 0.81 | 0.87 | 0.86 | 0.88 | 0.89 | 0.73 |
| Yield(%) | N/A | 0.0 | 4.8 | 3.1 | 2.6 | 2.9 | 4.0 | N/A | 5.0 | 2.6 | 1.9 | 1.2 | 2.2 | 3.5 | 3.3 | 2.3 | 2.5 | 4.1 | 4.4 | 5.3 | 3.7 | 4.5 | 4.2 | 2.9 | 3.9 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | 100.7 | 44.0 | -10.2 | N/A | N/A | N/A | 100.7 | 19.9 | 66.2 | -42.8 | -31.9 | 0.9 | 48.7 | -2.9 | -41.2 | -5.7 | -12.8 | 50.0 | -16.7 | 12.2 | 68.4 | -47.6 | 126.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2000-2010 Asset Class Trend Rankings |
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