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RCJTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 12.15 0.04(0.33%) May 24
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (9%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.32% |
Expenses | 0.30% |
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Performance Analytics (As of 05/24/2024)
Last 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 | 2.8 | 10.1 | 1.2 | 5.1 | 4.6 | 7.0 | 4.7 | 5.5 | -13.7 | 4.7 | 9.3 | 14.1 | -3.4 | 10.6 | 6.8 | -1.3 | 5.9 | 14.9 | 10.9 | 1.7 | 9.7 | 24.2 | -29.2 | 8.7 |
Sharpe Ratio | NA | 0.62 | 1.03 | -0.15 | 0.4 | 0.48 | NA | 0.37 | 0.18 | -1.43 | 0.7 | 0.65 | 2.81 | -0.75 | 3.44 | 1.03 | -0.19 | 1.04 | 2.31 | 1.57 | 0.13 | 0.98 | 1.44 | -1.2 | 0.66 |
Draw Down(%) | NA | 2.9 | 5.9 | 16.4 | 16.6 | 16.6 | NA | 42.7 | 5.9 | 16.4 | 4.0 | 16.6 | 2.2 | 8.4 | 1.0 | 4.3 | 7.1 | 3.9 | 5.3 | 5.3 | 10.4 | 7.5 | 17.9 | 38.6 | 7.1 |
Standard Deviation(%) | NA | 5.6 | 6.1 | 7.5 | 8.8 | 7.4 | NA | 10.5 | 7.0 | 10.6 | 6.6 | 13.7 | 4.5 | 6.2 | 2.9 | 6.4 | 6.8 | 5.7 | 6.4 | 7.0 | 12.2 | 9.8 | 16.7 | 25.0 | 11.1 |
Treynor Ratio | NA | 0.0 | 0.0 | -0.06 | 0.06 | 0.05 | NA | 0.04 | 0.0 | -0.14 | 0.05 | 0.08 | 0.28 | -0.11 | 0.46 | 0.09 | -0.03 | 0.07 | 0.16 | 0.13 | 0.02 | 0.11 | 0.25 | -0.3 | 0.08 |
Alpha | NA | NA | 0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 |
Beta | NA | NA | 0.78 | 0.19 | 0.57 | 0.69 | NA | 0.9 | NA | 1.09 | 0.91 | 1.19 | 0.45 | 0.44 | 0.22 | 0.71 | 0.49 | 0.81 | 0.9 | 0.87 | 0.91 | 0.85 | 0.96 | 0.99 | 0.96 |
RSquared | NA | 0.0 | 0.0 | 0.05 | 0.33 | 0.48 | NA | 0.82 | 0.0 | 0.37 | 0.38 | 0.98 | 0.37 | 0.38 | 0.2 | 0.72 | 0.45 | 0.75 | 0.83 | 0.88 | 0.95 | 0.93 | 0.96 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 3.3 | 3.5 | 4.0 | 3.8 | 5.1 | N/A | 3.4 | 2.9 | 4.9 | 4.0 | 4.1 | 3.6 | 2.6 | 2.9 | 4.9 | 3.7 | 3.5 | 3.7 | 3.1 | 3.9 | 3.1 | 3.6 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | 0.9 | 1.8 | 17.4 | N/A | N/A | N/A | 0.9 | -37.7 | 28.5 | 6.1 | 4.6 | 51.6 | -4.8 | -46.0 | 37.0 | 16.2 | 0.9 | 19.9 | -17.8 | 54.8 | -41.1 | 140.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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