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RCHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 22.12 0.1(0.45%) June 06
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 0.93% |
| Expenses | 0.72% |
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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(%) | 1.7 | 6.8 | 10.6 | 7.7 | 7.4 | 7.3 | 9.4 | 6.8 | 12.0 | 18.1 | -23.3 | 12.0 | 15.5 | 23.9 | -6.2 | 21.6 | 7.5 | -0.0 | 6.4 | 25.7 | 16.0 | -3.0 | 12.3 | 31.0 | -35.8 | 10.7 |
| Sharpe Ratio | NA | 0.49 | 0.48 | 0.27 | 0.38 | 0.38 | NA | 0.35 | 0.49 | 1.28 | -1.2 | 1.02 | 0.56 | 2.23 | -0.56 | 3.75 | 0.61 | 0.0 | 0.65 | 2.71 | 1.42 | -0.15 | 0.78 | 1.43 | -1.16 | 0.71 |
| Draw Down(%) | NA | 14.6 | 15.1 | 15.1 | 28.9 | 29.0 | NA | 50.3 | 6.5 | 9.8 | 25.6 | 5.0 | 29.0 | 5.3 | 16.4 | 2.0 | 10.2 | 11.7 | 7.3 | 6.6 | 9.1 | 18.6 | 12.6 | 21.4 | 45.8 | 8.8 |
| Standard Deviation(%) | NA | 19.7 | 15.4 | 14.8 | 14.8 | 15.1 | NA | 16.4 | 10.9 | 10.9 | 20.7 | 11.7 | 27.0 | 10.1 | 13.4 | 5.6 | 12.0 | 12.7 | 9.8 | 9.5 | 11.3 | 20.0 | 15.6 | 21.6 | 31.6 | 14.0 |
| Treynor Ratio | NA | 0.09 | 0.07 | 0.04 | 0.06 | 0.07 | NA | 0.07 | 0.05 | 0.14 | -0.25 | 0.27 | 0.16 | 0.39 | -0.09 | 0.22 | 0.08 | 0.0 | 0.06 | 0.28 | 0.17 | -0.03 | 0.13 | 0.36 | -0.43 | 0.11 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | -0.03 | 0.04 | 0.0 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 1.07 | 1.06 | 1.02 | 0.88 | 0.88 | NA | 0.88 | 1.04 | 1.0 | 1.01 | 0.45 | 0.92 | 0.58 | 0.86 | 0.94 | 0.93 | 0.95 | 0.99 | 0.92 | 0.93 | 0.92 | 0.91 | 0.86 | 0.86 | 0.91 |
| RSquared | NA | 0.99 | 0.96 | 0.92 | 0.81 | 0.87 | NA | 0.93 | 0.92 | 0.97 | 0.92 | 0.38 | 0.98 | 0.64 | 0.89 | 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 | 0.9 | 0.9 | 0.8 | 2.4 | 3.7 | N/A | 1.0 | 1.3 | 0.4 | 0.5 | 0.5 | 4.8 | 4.0 | 2.5 | 3.4 | 4.3 | 3.4 | 2.0 | 2.5 | 1.7 | 2.7 | 2.3 | 2.6 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -11.5 | -42.0 | -74.9 | N/A | N/A | N/A | -11.5 | 158.0 | -4.7 | 3.7 | -87.4 | 4.7 | 96.4 | -24.0 | -24.3 | 32.8 | 102.4 | -10.9 | 44.7 | -32.9 | 53.9 | -43.6 | 106.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2041-2045 Asset Class Trend Rankings |
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