RCETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)

Basic Info 18.61 0.03(0.16%) July 25

Asset Class:	Target Date 2026-2030
MyPlanIQ Rating:	(15%)
Start Date:	02/27/2007
Last Dividend Date:	12/26/2024
12-Mo. Yield	3.42%
Expenses	0.33%
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Performance Analytics (As of 07/18/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 02/27/2007	2024
Annualized Return(%) ?	0.9	9.5	13.6	9.5	5.4	6.3	8.2	6.2	6.5
Sharpe Ratio ?	NA	1.22	0.85	0.68	0.32	0.42	NA	0.36	-0.01
Draw Down(%) ?	NA	8.7	8.7	12.2	25.4	25.4	NA	49.8	5.8

	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(%) ?	0.9	9.5	13.6	9.5	5.4	6.3	8.2	6.2	6.5	12.9	-17.2	6.5	11.9	19.3	-4.8	17.7	7.0	-0.1	6.3	24.8	15.6	-2.4	12.7	30.5	-35.5	10.3
Sharpe Ratio ?	NA	1.22	0.85	0.68	0.32	0.42	NA	0.36	-0.01	1.08	-1.27	0.69	0.58	2.38	-0.59	3.76	0.65	-0.01	0.7	2.68	1.45	-0.12	0.84	1.45	-1.17	0.68
Draw Down(%) ?	NA	8.7	8.7	12.2	25.4	25.4	NA	49.8	5.8	7.7	21.1	5.3	22.4	3.9	13.1	1.5	8.5	10.5	6.6	6.6	8.8	17.9	11.8	21.0	45.2	8.8
Standard Deviation(%) ?	NA	11.0	9.7	9.9	10.4	11.2	NA	14.3	8.2	8.1	14.7	9.4	20.0	7.5	10.4	4.6	10.4	11.3	9.0	9.3	10.9	19.4	15.0	21.0	31.0	13.8
Treynor Ratio ?	NA	0.15	0.09	0.07	0.04	0.05	NA	0.05	0.0	0.09	-0.2	0.07	0.13	0.18	-0.06	0.18	0.07	0.0	0.06	0.24	0.15	-0.02	0.13	0.34	-0.41	0.1
Alpha	NA	0.01	0.0	0.0	-0.01	0.0	NA	0.0	-0.01	-0.01	-0.01	-0.01	0.0	-0.01	0.0	0.0	0.0	0.0	-0.01	0.01	0.0	0.0	0.0	0.02	-0.03	0.01
Beta	NA	0.91	0.91	0.93	0.93	0.94	NA	0.94	0.93	0.93	0.95	0.87	0.92	0.99	1.0	0.98	1.0	1.04	1.1	1.04	1.03	1.0	0.97	0.9	0.89	0.94
RSquared ?	NA	0.97	0.96	0.95	0.9	0.95	NA	0.97	0.8	0.96	0.96	0.6	0.98	0.98	0.97	0.95	0.98	0.97	0.98	0.97	0.99	0.99	0.98	0.98	0.99	0.97
Yield(%)	N/A	0.0	3.5	2.3	1.8	3.0	4.0	N/A	3.7	1.9	1.2	0.7	1.2	4.3	3.8	2.5	3.3	5.0	3.8	2.2	3.0	2.0	2.2	2.4	2.9	1.4
Dividend Growth(%)	N/A	-100.0	114.3	24.4	-44.0	N/A	N/A	N/A	114.3	31.9	78.4	-37.0	-66.9	2.2	73.3	-20.7	-36.9	33.9	104.8	-15.8	43.9	-0.5	15.2	-46.6	127.2	N/A

	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(%) ?	0.9	9.5	13.6	9.5	5.4	6.3	8.2	6.2	6.5	12.9	-17.2	6.5	11.9	19.3	-4.8	17.7	7.0	-0.1	6.3	24.8	15.6	-2.4	12.7	30.5	-35.5	10.3
Sharpe Ratio ?	NA	1.22	0.85	0.68	0.32	0.42	NA	0.36	-0.01	1.08	-1.27	0.69	0.58	2.38	-0.59	3.76	0.65	-0.01	0.7	2.68	1.45	-0.12	0.84	1.45	-1.17	0.68
Draw Down(%) ?	NA	8.7	8.7	12.2	25.4	25.4	NA	49.8	5.8	7.7	21.1	5.3	22.4	3.9	13.1	1.5	8.5	10.5	6.6	6.6	8.8	17.9	11.8	21.0	45.2	8.8
Standard Deviation(%) ?	NA	11.0	9.7	9.9	10.4	11.2	NA	14.3	8.2	8.1	14.7	9.4	20.0	7.5	10.4	4.6	10.4	11.3	9.0	9.3	10.9	19.4	15.0	21.0	31.0	13.8
Treynor Ratio ?	NA	0.15	0.09	0.07	0.04	0.05	NA	0.05	0.0	0.09	-0.2	0.07	0.13	0.18	-0.06	0.18	0.07	0.0	0.06	0.24	0.15	-0.02	0.13	0.34	-0.41	0.1
Alpha	NA	0.01	0.0	0.0	-0.01	0.0	NA	0.0	-0.01	-0.01	-0.01	-0.01	0.0	-0.01	0.0	0.0	0.0	0.0	-0.01	0.01	0.0	0.0	0.0	0.02	-0.03	0.01
Beta	NA	0.91	0.91	0.93	0.93	0.94	NA	0.94	0.93	0.93	0.95	0.87	0.92	0.99	1.0	0.98	1.0	1.04	1.1	1.04	1.03	1.0	0.97	0.9	0.89	0.94
RSquared ?	NA	0.97	0.96	0.95	0.9	0.95	NA	0.97	0.8	0.96	0.96	0.6	0.98	0.98	0.97	0.95	0.98	0.97	0.98	0.97	0.99	0.99	0.98	0.98	0.99	0.97
Yield(%)	N/A	0.0	3.5	2.3	1.8	3.0	4.0	N/A	3.7	1.9	1.2	0.7	1.2	4.3	3.8	2.5	3.3	5.0	3.8	2.2	3.0	2.0	2.2	2.4	2.9	1.4
Dividend Growth(%)	N/A	-100.0	114.3	24.4	-44.0	N/A	N/A	N/A	114.3	31.9	78.4	-37.0	-66.9	2.2	73.3	-20.7	-36.9	33.9	104.8	-15.8	43.9	-0.5	15.2	-46.6	127.2	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007

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RCETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)

Basic Info 18.61 0.03(0.16%) July 25

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RCETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)

Basic Info 18.61 0.03(0.16%) July 25

Performance Analytics (As of 07/18/2025)

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