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RCITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 21.81 0.1(0.46%) June 06
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.18% |
| Expenses | 0.73% |
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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 | 6.7 | 12.9 | 8.6 | 7.8 | 7.6 | 9.5 | 7.0 | 11.3 | 18.7 | -24.3 | 12.5 | 15.8 | 24.2 | -6.2 | 21.7 | 7.6 | -0.0 | 6.4 | 25.7 | 16.0 | -3.0 | 12.7 | 31.0 | -35.8 | 10.7 |
| Sharpe Ratio | NA | 0.47 | 0.4 | 0.25 | 0.36 | 0.37 | NA | 0.35 | 0.42 | 1.32 | -1.21 | 1.04 | 0.56 | 2.2 | -0.55 | 3.76 | 0.62 | 0.0 | 0.66 | 2.69 | 1.43 | -0.15 | 0.81 | 1.43 | -1.15 | 0.71 |
| Draw Down(%) | NA | 15.0 | 16.1 | 16.1 | 29.4 | 29.4 | NA | 50.3 | 6.7 | 10.0 | 26.3 | 5.2 | 29.3 | 5.4 | 16.5 | 2.0 | 10.1 | 11.8 | 7.3 | 6.6 | 9.1 | 18.6 | 12.3 | 21.3 | 45.8 | 8.8 |
| Standard Deviation(%) | NA | 20.2 | 15.9 | 15.2 | 15.2 | 15.4 | NA | 16.6 | 11.3 | 11.1 | 21.3 | 11.9 | 27.5 | 10.3 | 13.7 | 5.6 | 12.1 | 12.6 | 9.7 | 9.5 | 11.3 | 20.1 | 15.5 | 21.7 | 31.8 | 13.9 |
| Treynor Ratio | NA | 0.13 | 0.08 | 0.05 | 0.07 | 0.07 | NA | 0.07 | 0.06 | 0.18 | -0.31 | 0.15 | 0.21 | 0.28 | -0.1 | 0.27 | 0.08 | 0.0 | 0.08 | 0.31 | 0.19 | -0.04 | 0.15 | 0.4 | -0.48 | 0.12 |
| Alpha | NA | 0.03 | -0.01 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.05 | -0.04 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.03 | -0.04 | 0.02 |
| Beta | NA | 0.75 | 0.77 | 0.8 | 0.81 | 0.79 | NA | 0.79 | 0.83 | 0.81 | 0.83 | 0.83 | 0.74 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.83 | 0.83 | 0.86 | 0.85 | 0.84 | 0.78 | 0.76 | 0.81 |
| RSquared | NA | 0.97 | 0.92 | 0.89 | 0.89 | 0.9 | NA | 0.93 | 0.87 | 0.92 | 0.88 | 0.83 | 0.88 | 0.96 | 0.95 | 0.87 | 0.95 | 0.95 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | 3.1 | 1.6 | 1.3 | 2.7 | 4.1 | N/A | 3.4 | 1.2 | 0.3 | 0.5 | 0.4 | 4.7 | 4.0 | 2.5 | 3.5 | 4.4 | 3.6 | 2.1 | 2.4 | 1.8 | 3.4 | 2.9 | 3.1 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 230.3 | 11.2 | -59.3 | N/A | N/A | N/A | 230.3 | 203.2 | -27.9 | 30.3 | -89.5 | 5.0 | 90.3 | -23.1 | -25.7 | 24.8 | 114.0 | -4.2 | 31.7 | -43.8 | 52.1 | -41.8 | 132.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2046-2050 Asset Class Trend Rankings |
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