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RDFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 18.68 0(0.0%) May 17
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (51%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.60% |
Expenses | 0.35% |
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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 | 6.7 | 20.6 | 4.7 | 9.6 | 8.6 | 10.9 | 7.3 | 13.5 | -20.8 | 9.4 | 17.1 | 22.9 | -5.5 | 20.6 | 7.6 | 0.2 | 6.7 | 25.6 | 16.2 | -2.4 | 12.8 | 31.3 | -35.6 | 7.8 |
Sharpe Ratio | NA | 1.46 | 1.68 | 0.14 | 0.51 | 0.57 | NA | 0.41 | 0.98 | -1.25 | 0.87 | 0.69 | 2.32 | -0.55 | 3.89 | 0.65 | 0.02 | 0.71 | 2.71 | 1.47 | -0.13 | 0.83 | 1.45 | -1.15 | 0.44 |
Draw Down(%) | NA | 4.0 | 8.5 | 23.3 | 26.7 | 26.7 | NA | 49.9 | 8.5 | 23.1 | 5.3 | 26.7 | 4.8 | 15.0 | 1.8 | 9.5 | 11.3 | 6.9 | 6.6 | 8.9 | 18.2 | 12.1 | 21.1 | 45.6 | 8.8 |
Standard Deviation(%) | NA | 8.4 | 9.1 | 12.4 | 15.2 | 13.0 | NA | 15.7 | 9.5 | 17.8 | 10.8 | 24.4 | 9.3 | 12.4 | 5.2 | 11.4 | 12.2 | 9.4 | 9.4 | 11.1 | 19.7 | 15.3 | 21.5 | 31.7 | 14.3 |
Treynor Ratio | NA | 0.12 | 0.17 | 0.02 | 0.08 | 0.07 | NA | 0.07 | 0.1 | -0.22 | 0.09 | 0.17 | 0.21 | -0.07 | 0.24 | 0.08 | 0.0 | 0.07 | 0.27 | 0.18 | -0.03 | 0.14 | 0.37 | -0.42 | 0.07 |
Alpha | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.03 | -0.02 | 0.03 |
Beta | NA | 1.0 | 0.91 | 1.0 | 1.01 | 1.02 | NA | 0.93 | 0.92 | 1.01 | 1.0 | 1.01 | 1.02 | 1.02 | 0.85 | 0.94 | 0.91 | 0.98 | 0.93 | 0.9 | 0.92 | 0.89 | 0.85 | 0.86 | 0.88 |
RSquared | NA | 0.96 | 0.76 | 0.93 | 0.96 | 0.97 | NA | 0.97 | 0.79 | 0.9 | 0.73 | 0.99 | 0.92 | 0.93 | 0.8 | 0.93 | 0.84 | 0.94 | 0.93 | 0.95 | 0.98 | 0.97 | 0.98 | 0.98 | 0.95 |
Yield(%) | N/A | 0.0 | 5.6 | 4.8 | 5.5 | 5.2 | 7.4 | N/A | 5.9 | 4.3 | 5.8 | 3.9 | 5.0 | 4.3 | 2.8 | 3.7 | 5.3 | 3.8 | 2.4 | 3.1 | 2.1 | 2.8 | 2.8 | 3.1 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | 9.8 | 43.9 | 56.3 | N/A | N/A | N/A | 9.6 | -18.6 | 64.5 | -6.1 | 3.1 | 82.9 | -20.5 | -35.3 | 44.7 | 88.0 | -10.7 | 40.0 | -16.7 | 26.3 | -42.4 | 135.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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