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RDETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 16.97 0(0.0%) May 17
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (40%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.83% |
Expenses | 0.33% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/26/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 5.3 | 14.5 | 2.9 | 7.7 | 7.2 | 10.0 | 6.6 | 11.1 | -18.3 | 5.8 | 14.8 | 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 | 1.15 | 1.2 | 0.01 | 0.46 | 0.55 | NA | 0.39 | 0.82 | -1.32 | 0.6 | 0.72 | 2.44 | -0.56 | 3.8 | 0.68 | 0.01 | 0.74 | 2.7 | 1.48 | -0.11 | 0.85 | 1.47 | -1.16 | 0.43 |
Draw Down(%) | NA | 3.7 | 7.7 | 21.0 | 22.4 | 22.4 | NA | 49.5 | 7.7 | 21.0 | 6.1 | 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 | 7.3 | 7.7 | 10.5 | 12.6 | 11.1 | NA | 14.5 | 8.4 | 15.0 | 9.8 | 20.0 | 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 | 0.09 | 0.11 | 0.0 | 0.06 | 0.06 | NA | 0.06 | 0.08 | -0.21 | 0.06 | 0.16 | 0.2 | -0.06 | 0.21 | 0.07 | 0.0 | 0.06 | 0.25 | 0.17 | -0.02 | 0.13 | 0.35 | -0.41 | 0.07 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.03 | -0.02 | 0.02 |
Beta | NA | 0.93 | 0.86 | 0.93 | 0.93 | 0.96 | NA | 0.94 | 0.86 | 0.94 | 0.9 | 0.92 | 0.91 | 0.94 | 0.83 | 0.95 | 0.95 | 1.04 | 1.0 | 0.97 | 0.99 | 0.95 | 0.89 | 0.89 | 0.92 |
RSquared | NA | 0.96 | 0.82 | 0.95 | 0.97 | 0.97 | NA | 0.98 | 0.76 | 0.91 | 0.61 | 0.99 | 0.89 | 0.91 | 0.79 | 0.94 | 0.86 | 0.92 | 0.92 | 0.94 | 0.98 | 0.97 | 0.98 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 2.8 | 4.1 | 4.7 | 4.7 | 6.8 | N/A | 3.0 | 3.6 | 6.9 | 3.9 | 4.6 | 4.0 | 2.9 | 3.7 | 5.3 | 4.2 | 2.5 | 3.3 | 2.3 | 2.4 | 2.8 | 3.1 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | -31.6 | 24.5 | 33.0 | N/A | N/A | N/A | -31.7 | -45.2 | 94.9 | -1.7 | 3.4 | 61.1 | -18.2 | -34.3 | 31.4 | 96.2 | -13.3 | 36.4 | 4.8 | 10.5 | -42.4 | 120.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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