Find A Portfolio/Ticker
Comparison Box
RCETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 16.75 0.05(0.30%) May 22
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (15%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.57% |
Expenses | 0.33% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/22/2024)
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(%) | -0.5 | 5.0 | 13.8 | 2.5 | 7.4 | 6.9 | 9.5 | 6.4 | 11.0 | -18.3 | 5.8 | 14.4 | 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 | 1.44 | 1.33 | 0.03 | 0.46 | 0.53 | NA | 0.39 | 0.81 | -1.32 | 0.6 | 0.71 | 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 | 3.8 | 7.7 | 21.2 | 22.4 | 22.4 | NA | 49.8 | 7.7 | 21.1 | 5.9 | 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 | 7.4 | 7.8 | 10.5 | 12.6 | 11.1 | NA | 14.5 | 8.4 | 15.0 | 9.7 | 19.9 | 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 | 0.11 | 0.12 | 0.0 | 0.06 | 0.06 | NA | 0.06 | 0.08 | -0.21 | 0.06 | 0.15 | 0.2 | -0.07 | 0.21 | 0.07 | 0.0 | 0.06 | 0.25 | 0.16 | -0.02 | 0.13 | 0.34 | -0.41 | 0.1 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | 0.02 |
Beta | NA | 0.94 | 0.87 | 0.93 | 0.93 | 0.96 | NA | 0.94 | 0.86 | 0.95 | 0.91 | 0.92 | 0.9 | 0.94 | 0.83 | 0.94 | 0.95 | 1.04 | 1.0 | 0.97 | 1.0 | 0.95 | 0.89 | 0.89 | 0.92 |
RSquared | NA | 0.96 | 0.82 | 0.95 | 0.97 | 0.97 | NA | 0.98 | 0.77 | 0.92 | 0.62 | 0.99 | 0.89 | 0.92 | 0.8 | 0.94 | 0.87 | 0.92 | 0.93 | 0.94 | 0.98 | 0.97 | 0.98 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 2.6 | 3.9 | 4.5 | 4.4 | 6.3 | N/A | 2.7 | 3.3 | 6.6 | 3.7 | 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 | -33.9 | 25.0 | 35.0 | N/A | N/A | N/A | -33.9 | -46.4 | 97.9 | -0.7 | 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
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 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) 0.43% (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) 0.24% (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) 0.31% (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) 0.29% (96%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) 0.44% (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) 0.35% (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) 0.51% (92%)
- PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) 0.35% (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) 0.28% (89%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) 0.33% (88%)