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RCFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 18.31 0.12(0.65%) May 23
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (17%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.53% |
Expenses | 0.35% |
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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(%) | -0.8 | 5.7 | 16.7 | 3.1 | 8.7 | 7.8 | 10.1 | 7.0 | 13.5 | -20.9 | 9.3 | 16.8 | 22.5 | -5.8 | 20.3 | 7.3 | -0.1 | 6.4 | 25.0 | 15.9 | -2.8 | 12.2 | 30.9 | -35.8 | 10.7 |
Sharpe Ratio | NA | 1.74 | 1.53 | 0.09 | 0.48 | 0.53 | NA | 0.4 | 0.99 | -1.26 | 0.87 | 0.68 | 2.27 | -0.57 | 3.76 | 0.62 | -0.01 | 0.67 | 2.64 | 1.45 | -0.14 | 0.8 | 1.44 | -1.16 | 0.71 |
Draw Down(%) | NA | 4.0 | 8.6 | 23.6 | 26.7 | 26.7 | NA | 50.2 | 8.6 | 23.3 | 5.1 | 26.7 | 4.9 | 15.3 | 1.8 | 9.6 | 11.3 | 7.1 | 6.6 | 8.9 | 18.3 | 12.3 | 21.2 | 45.8 | 8.8 |
Standard Deviation(%) | NA | 8.4 | 8.7 | 12.3 | 15.2 | 13.0 | NA | 15.6 | 9.4 | 17.7 | 10.8 | 24.4 | 9.3 | 12.4 | 5.2 | 11.5 | 12.2 | 9.5 | 9.5 | 11.0 | 19.7 | 15.2 | 21.4 | 31.5 | 13.9 |
Treynor Ratio | NA | 0.15 | 0.15 | 0.01 | 0.07 | 0.07 | NA | 0.07 | 0.1 | -0.22 | 0.09 | 0.16 | 0.21 | -0.07 | 0.23 | 0.08 | 0.0 | 0.06 | 0.27 | 0.18 | -0.03 | 0.14 | 0.37 | -0.43 | 0.11 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.03 | -0.02 | 0.03 |
Beta | NA | 1.0 | 0.91 | 1.0 | 1.01 | 1.02 | NA | 0.93 | 0.91 | 1.01 | 1.01 | 1.01 | 1.02 | 1.02 | 0.87 | 0.94 | 0.91 | 0.99 | 0.94 | 0.9 | 0.92 | 0.88 | 0.84 | 0.86 | 0.88 |
RSquared | NA | 0.96 | 0.82 | 0.94 | 0.97 | 0.97 | NA | 0.97 | 0.8 | 0.91 | 0.74 | 0.99 | 0.91 | 0.93 | 0.81 | 0.93 | 0.84 | 0.94 | 0.93 | 0.95 | 0.98 | 0.97 | 0.98 | 0.98 | 0.95 |
Yield(%) | N/A | 0.0 | 2.5 | 3.8 | 4.6 | 4.5 | 6.4 | N/A | 2.7 | 4.1 | 5.5 | 3.7 | 4.7 | 4.0 | 2.5 | 3.5 | 5.1 | 3.5 | 2.1 | 2.7 | 1.9 | 2.4 | 2.5 | 2.9 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -47.9 | 19.9 | 40.7 | N/A | N/A | N/A | -47.9 | -18.4 | 65.8 | -6.5 | 3.9 | 92.5 | -24.2 | -36.4 | 51.3 | 97.7 | -13.0 | 42.0 | -14.7 | 22.9 | -46.5 | 133.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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