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RCMTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 25.07 0.01(0.04%) May 17
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (41%) |
Start Date: | 02/23/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.19% |
Expenses | 0.38% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/23/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 8.7 | 22.1 | 4.5 | 10.1 | 8.7 | 9.9 | 18.2 | -25.0 | 12.2 | 18.6 | 24.2 | -6.2 | 21.8 | 7.6 | -0.1 | 6.4 | 25.7 | 16.1 | -3.0 | 15.6 |
Sharpe Ratio | NA | 1.98 | 1.72 | 0.14 | 0.48 | 0.52 | 0.63 | 1.24 | -1.22 | 1.0 | 0.67 | 2.21 | -0.55 | 3.75 | 0.61 | -0.01 | 0.66 | 2.67 | 1.44 | -0.15 | 1.17 |
Draw Down(%) | NA | 5.0 | 10.1 | 27.6 | 29.3 | 29.3 | 29.3 | 10.1 | 26.8 | 5.3 | 29.3 | 5.5 | 16.5 | 2.0 | 10.1 | 11.7 | 7.2 | 6.6 | 9.2 | 18.8 | 12.5 |
Standard Deviation(%) | NA | 10.5 | 10.6 | 15.0 | 17.6 | 14.7 | 14.6 | 11.4 | 21.7 | 12.1 | 27.3 | 10.3 | 13.7 | 5.7 | 12.1 | 12.7 | 9.7 | 9.6 | 11.2 | 20.1 | 15.5 |
Treynor Ratio | NA | 0.24 | 0.21 | 0.03 | 0.11 | 0.09 | 0.11 | 0.17 | -0.32 | 0.15 | 0.24 | 0.28 | -0.1 | 0.27 | 0.08 | 0.0 | 0.08 | 0.3 | 0.19 | -0.04 | 0.22 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.05 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 |
Beta | NA | 0.88 | 0.89 | 0.84 | 0.81 | 0.81 | 0.82 | 0.82 | 0.84 | 0.83 | 0.77 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.83 | 0.84 | 0.86 | 0.85 | 0.84 |
RSquared | NA | 0.93 | 0.93 | 0.95 | 0.96 | 0.95 | 0.95 | 0.89 | 0.88 | 0.82 | 0.97 | 0.96 | 0.94 | 0.87 | 0.94 | 0.93 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 2.2 | 3.7 | 4.4 | 4.4 | N/A | 2.4 | 5.0 | 4.4 | 3.2 | 4.4 | 3.7 | 2.3 | 3.1 | 3.6 | 3.1 | 2.2 | 2.3 | 2.6 | 2.1 |
Dividend Growth(%) | N/A | -100.0 | -64.7 | 33.4 | 63.0 | N/A | N/A | -64.6 | 28.7 | 57.8 | -13.5 | 5.7 | 94.4 | -21.7 | -17.9 | 21.7 | 70.4 | 8.0 | -16.7 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2010
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