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RCCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 13.98 0(0.0%) June 06
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 2.45% |
| Expenses | 0.30% |
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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(%) | 0.5 | 5.2 | 7.1 | 4.5 | 3.6 | 4.4 | 6.5 | 4.7 | 5.7 | 9.1 | -12.9 | 4.7 | 8.1 | 14.9 | -3.3 | 12.1 | 6.4 | -0.5 | 6.0 | 17.9 | 12.3 | 0.5 | 10.9 | 26.4 | -32.7 | 9.6 |
| Sharpe Ratio | NA | 0.93 | 0.61 | 0.11 | 0.23 | 0.36 | NA | 0.31 | -0.14 | 0.74 | -1.31 | 0.67 | 0.55 | 2.75 | -0.67 | 3.59 | 0.84 | -0.07 | 0.93 | 2.4 | 1.5 | 0.03 | 0.96 | 1.42 | -1.18 | 0.68 |
| Draw Down(%) | NA | 6.1 | 7.3 | 11.0 | 21.0 | 21.0 | NA | 46.5 | 4.6 | 6.4 | 17.4 | 4.4 | 17.1 | 2.4 | 9.1 | 1.1 | 5.1 | 7.7 | 4.6 | 5.6 | 6.4 | 12.9 | 8.8 | 19.4 | 42.3 | 8.0 |
| Standard Deviation(%) | NA | 9.4 | 7.8 | 8.3 | 8.2 | 8.2 | NA | 11.7 | 6.3 | 6.7 | 11.0 | 7.0 | 14.3 | 4.9 | 6.9 | 3.2 | 7.3 | 8.0 | 6.5 | 7.5 | 8.2 | 14.6 | 11.3 | 18.5 | 28.4 | 12.7 |
| Treynor Ratio | NA | 0.08 | 0.04 | 0.01 | 0.04 | 0.17 | NA | 0.09 | -0.01 | 0.06 | -0.16 | 0.41 | 0.1 | 7.48 | -0.32 | 0.14 | 0.07 | -0.01 | 0.06 | 0.17 | 0.13 | 0.0 | 0.12 | 0.27 | -0.33 | 0.08 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.01 |
| Beta | NA | 1.13 | 1.08 | 0.93 | 0.53 | 0.17 | NA | 0.43 | 1.02 | 0.83 | 0.91 | 0.12 | 0.82 | 0.02 | 0.14 | 0.83 | 0.9 | 0.93 | 1.01 | 1.03 | 0.98 | 0.95 | 0.91 | 0.97 | 1.01 | 1.07 |
| RSquared | NA | 0.97 | 0.87 | 0.86 | 0.47 | 0.18 | NA | 0.43 | 0.81 | 0.76 | 0.92 | 0.07 | 0.89 | 0.04 | 0.2 | 0.87 | 0.97 | 0.94 | 0.98 | 0.97 | 0.98 | 0.99 | 0.97 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.3 | 2.0 | 2.7 | 3.8 | N/A | 2.5 | 2.5 | 1.8 | 1.0 | 2.1 | 4.1 | 3.6 | 2.5 | 2.9 | 3.7 | 3.4 | 2.4 | 2.9 | 2.6 | 3.7 | 2.7 | 3.3 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 6.6 | 0.2 | -33.3 | N/A | N/A | N/A | 6.6 | 17.9 | 82.3 | -47.0 | -43.9 | 6.6 | 58.8 | -10.0 | -26.5 | 12.5 | 62.8 | -11.5 | 12.5 | -27.0 | 66.5 | -46.0 | 151.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2016-2020 Asset Class Trend Rankings |
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