Find A Portfolio/Ticker
Comparison Box
RCCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 13.35 0(0.0%) May 17
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (10%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.06% |
Expenses | 0.30% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 3.7 | 13.8 | 2.7 | 6.1 | 5.5 | 8.0 | 5.3 | 6.6 | -14.7 | 3.7 | 10.2 | 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 | 0.7 | 1.16 | 0.0 | 0.47 | 0.55 | NA | 0.37 | 0.33 | -1.41 | 0.49 | 0.7 | 2.75 | -0.67 | 3.59 | 0.84 | -0.07 | 0.93 | 2.4 | 1.5 | 0.03 | 0.96 | 1.42 | -1.18 | 0.67 |
Draw Down(%) | NA | 3.2 | 6.4 | 17.4 | 17.4 | 17.4 | NA | 46.5 | 6.4 | 17.4 | 5.3 | 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 | 6.1 | 7.2 | 8.3 | 9.3 | 8.0 | NA | 11.9 | 7.2 | 11.5 | 7.6 | 14.2 | 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 | 0.04 | 0.09 | 0.0 | 0.33 | 0.26 | NA | 0.11 | 0.03 | -0.17 | 0.05 | 0.28 | 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 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | NA | 0.01 | -0.02 | -0.01 | -0.01 | 0.02 | 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 | 1.0 | 0.94 | 0.94 | 0.13 | 0.17 | NA | 0.41 | 0.92 | 0.95 | 0.79 | 0.36 | 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 | 0.94 | 0.64 | 0.87 | 0.14 | 0.18 | NA | 0.42 | 0.69 | 0.88 | 0.42 | 0.39 | 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 | 6.1 | 4.7 | 4.9 | 4.3 | 5.7 | N/A | 6.3 | 3.0 | 6.3 | 4.2 | 4.1 | 3.5 | 2.5 | 2.8 | 3.7 | 3.4 | 2.3 | 2.9 | 2.5 | 3.8 | 2.7 | 3.3 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | 75.2 | 40.1 | 66.0 | N/A | N/A | N/A | 76.7 | -49.4 | 57.4 | 14.9 | 6.8 | 57.1 | -9.7 | -26.2 | 10.5 | 65.2 | -11.5 | 13.0 | -28.1 | 68.4 | -45.7 | 150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) 0.05% (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) 0.07% (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) 0.0% (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) 0.0% (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) 0.0% (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) 0.0% (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) 0.0% (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) 0.18% (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) 0.09% (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) 0.09% (80%)