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RDETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 18.62 0.03(0.16%) July 02
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.73% |
| Expenses | 0.33% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/26/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 8.4 | 13.3 | 10.1 | 6.7 | 6.5 | 8.9 | 6.3 | 6.6 | 13.3 | -16.9 | 6.8 | 12.3 | 19.7 | -4.5 | 18.0 | 7.3 | 0.2 | 6.7 | 25.1 | 16.0 | -2.0 | 12.8 | 31.1 | -35.2 | 7.6 |
| Sharpe Ratio | NA | 1.22 | 0.94 | 0.63 | 0.43 | 0.45 | NA | 0.37 | 0.0 | 1.13 | -1.26 | 0.73 | 0.6 | 2.44 | -0.56 | 3.8 | 0.69 | 0.01 | 0.74 | 2.7 | 1.48 | -0.11 | 0.85 | 1.47 | -1.16 | 0.43 |
| Draw Down(%) | NA | 8.7 | 8.7 | 12.2 | 25.1 | 25.1 | NA | 49.5 | 6.1 | 7.7 | 21.0 | 5.3 | 22.4 | 3.9 | 12.9 | 1.5 | 8.5 | 10.5 | 6.6 | 6.5 | 8.7 | 17.7 | 11.8 | 20.9 | 45.1 | 8.8 |
| Standard Deviation(%) | NA | 11.5 | 9.8 | 9.9 | 10.4 | 11.3 | NA | 14.3 | 8.3 | 8.0 | 14.6 | 9.3 | 20.1 | 7.5 | 10.4 | 4.6 | 10.4 | 11.3 | 9.1 | 9.3 | 10.9 | 19.2 | 14.9 | 21.1 | 31.0 | 14.1 |
| Treynor Ratio | NA | 0.16 | 0.1 | 0.07 | 0.05 | 0.05 | NA | 0.06 | 0.0 | 0.1 | -0.19 | 0.08 | 0.13 | 0.18 | -0.06 | 0.18 | 0.07 | 0.0 | 0.06 | 0.24 | 0.16 | -0.02 | 0.13 | 0.34 | -0.4 | 0.06 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.9 | 0.91 | 0.93 | 0.93 | 0.95 | NA | 0.94 | 0.93 | 0.93 | 0.94 | 0.87 | 0.92 | 0.99 | 1.0 | 0.98 | 1.0 | 1.04 | 1.11 | 1.04 | 1.03 | 1.0 | 0.97 | 0.9 | 0.89 | 0.94 |
| RSquared | NA | 0.94 | 0.95 | 0.95 | 0.9 | 0.95 | NA | 0.97 | 0.78 | 0.96 | 0.96 | 0.61 | 0.98 | 0.98 | 0.98 | 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 | 3.7 | 2.7 | 2.1 | 3.2 | 4.8 | N/A | 4.0 | 2.2 | 1.4 | 1.0 | 1.5 | 4.6 | 4.0 | 2.8 | 3.7 | 5.3 | 4.2 | 2.6 | 3.3 | 2.3 | 2.4 | 2.8 | 3.1 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 100.3 | 22.0 | -39.6 | N/A | N/A | N/A | 100.3 | 26.2 | 50.0 | -24.3 | -62.9 | 2.4 | 64.3 | -18.2 | -34.8 | 30.5 | 93.6 | -12.9 | 38.4 | 7.4 | 9.1 | -43.0 | 124.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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