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RCKTX: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 21.48 0.08(0.37%) June 06
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.36% |
| Expenses | 1.46% |
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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(%) | 1.5 | 6.5 | 12.7 | 8.4 | 7.6 | 7.4 | 9.4 | 6.9 | 10.5 | 17.4 | -22.3 | 11.4 | 15.2 | 23.5 | -6.1 | 21.2 | 7.4 | -0.1 | 6.3 | 25.7 | 16.0 | -2.9 | 12.6 | 31.2 | -35.8 | 10.6 |
| Sharpe Ratio | NA | 0.52 | 0.42 | 0.25 | 0.37 | 0.38 | NA | 0.35 | 0.37 | 1.27 | -1.19 | 0.99 | 0.56 | 2.25 | -0.57 | 3.75 | 0.61 | -0.01 | 0.65 | 2.68 | 1.42 | -0.15 | 0.81 | 1.44 | -1.16 | 0.7 |
| Draw Down(%) | NA | 13.6 | 14.9 | 14.9 | 28.3 | 28.5 | NA | 50.3 | 6.2 | 9.4 | 25.0 | 4.8 | 28.5 | 5.1 | 16.1 | 1.9 | 9.9 | 11.6 | 7.2 | 6.7 | 9.1 | 18.7 | 12.2 | 21.4 | 45.7 | 8.8 |
| Standard Deviation(%) | NA | 18.4 | 14.7 | 14.1 | 14.3 | 14.6 | NA | 16.2 | 10.7 | 10.4 | 19.9 | 11.5 | 26.5 | 9.9 | 13.2 | 5.5 | 11.8 | 12.5 | 9.6 | 9.6 | 11.3 | 20.2 | 15.5 | 21.6 | 31.6 | 13.9 |
| Treynor Ratio | NA | 0.09 | 0.06 | 0.03 | 0.05 | 0.05 | NA | 0.06 | 0.04 | 0.13 | -0.22 | 0.38 | 0.15 | 0.63 | -0.1 | 0.22 | 0.08 | 0.0 | 0.06 | 0.28 | 0.17 | -0.03 | 0.14 | 0.36 | -0.43 | 0.11 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.05 | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.04 | 0.02 |
| Beta | NA | 1.09 | 1.09 | 1.05 | 1.05 | 1.01 | NA | 0.93 | 0.99 | 1.03 | 1.06 | 0.3 | 0.99 | 0.35 | 0.78 | 0.96 | 0.93 | 0.95 | 0.97 | 0.93 | 0.93 | 0.93 | 0.92 | 0.86 | 0.86 | 0.91 |
| RSquared | NA | 0.98 | 0.93 | 0.92 | 0.91 | 0.95 | NA | 0.96 | 0.82 | 0.97 | 0.93 | 0.23 | 0.98 | 0.39 | 0.79 | 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 | 3.3 | 1.9 | 1.5 | 2.8 | 4.3 | N/A | 3.6 | 1.4 | 0.6 | 0.5 | 0.6 | 4.8 | 4.1 | 2.5 | 3.5 | 4.6 | 3.7 | 2.2 | 2.5 | 1.8 | 2.4 | 2.3 | 2.7 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 195.5 | 18.5 | -55.3 | N/A | N/A | N/A | 195.5 | 91.3 | 26.4 | -1.1 | -85.8 | 3.5 | 92.6 | -23.2 | -28.7 | 29.2 | 100.4 | 2.7 | 32.7 | -18.0 | 29.7 | -45.9 | 114.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2036-2040 Asset Class Trend Rankings |
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