Find A Portfolio/Ticker
Comparison Box
RDHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 20.51 0.01(0.05%) May 17
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (53%) |
Start Date: | 02/26/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.69% |
Expenses | 0.72% |
Sign up to get fund ranking change alerts |
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(%) | 1.4 | 8.5 | 21.6 | 4.8 | 10.2 | 9.1 | 11.3 | 7.7 | 16.8 | -23.6 | 11.7 | 18.8 | 24.2 | -5.9 | 22.0 | 7.9 | 0.2 | 6.7 | 26.1 | 16.4 | -2.6 | 12.8 | 31.5 | -35.6 | 7.8 |
Sharpe Ratio | NA | 1.69 | 1.59 | 0.12 | 0.48 | 0.54 | NA | 0.41 | 1.14 | -1.2 | 0.97 | 0.69 | 2.27 | -0.53 | 3.86 | 0.64 | 0.01 | 0.69 | 2.74 | 1.46 | -0.13 | 0.82 | 1.45 | -1.15 | 0.44 |
Draw Down(%) | NA | 4.8 | 9.8 | 25.9 | 29.0 | 29.0 | NA | 50.1 | 9.8 | 25.4 | 5.1 | 29.0 | 5.3 | 16.2 | 2.0 | 10.0 | 11.6 | 7.2 | 6.6 | 9.0 | 18.5 | 12.3 | 21.3 | 45.6 | 8.9 |
Standard Deviation(%) | NA | 10.1 | 10.2 | 14.4 | 17.2 | 14.4 | NA | 16.4 | 11.1 | 20.9 | 12.0 | 26.9 | 10.1 | 13.5 | 5.6 | 11.9 | 12.7 | 9.7 | 9.5 | 11.2 | 20.0 | 15.5 | 21.6 | 31.6 | 14.3 |
Treynor Ratio | NA | 0.16 | 0.17 | 0.02 | 0.09 | 0.09 | NA | 0.08 | 0.14 | -0.25 | 0.12 | 0.2 | 0.4 | -0.08 | 0.23 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -0.03 | 0.14 | 0.37 | -0.42 | 0.07 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
Beta | NA | 1.04 | 0.94 | 0.99 | 0.91 | 0.91 | NA | 0.89 | 0.94 | 1.0 | 0.96 | 0.91 | 0.58 | 0.87 | 0.93 | 0.93 | 0.95 | 0.98 | 0.92 | 0.92 | 0.92 | 0.91 | 0.86 | 0.86 | 0.91 |
RSquared | NA | 0.96 | 0.84 | 0.95 | 0.92 | 0.93 | NA | 0.96 | 0.83 | 0.89 | 0.84 | 0.96 | 0.64 | 0.89 | 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 | 2.7 | 4.1 | 4.9 | 4.9 | 7.1 | N/A | 2.8 | 5.1 | 5.2 | 3.6 | 5.1 | 4.3 | 2.8 | 3.7 | 4.6 | 3.7 | 2.3 | 2.9 | 2.0 | 3.2 | 2.5 | 2.7 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -57.3 | 28.8 | 50.6 | N/A | N/A | N/A | -57.8 | 12.4 | 64.4 | -15.7 | 4.5 | 86.1 | -20.0 | -23.7 | 28.3 | 91.7 | -7.7 | 36.8 | -32.1 | 64.7 | -41.4 | 107.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2041-2045
Best Mutual Funds
- AOOIX (ONE CHOICE 2045 PORTFOLIO I CLASS) 0.06% (100%)
- AROIX (ONE CHOICE 2045 PORTFOLIO INVESTOR CLASS) 0.06% (99%)
- VTIVX (Vanguard Target Retirement 2045 Fund Investor Shares) 0.17% (97%)
- TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) 0.28% (96%)
- ISRIX (VOYA SOLUTION 2045 PORTFOLIO CLASS I) 0.19% (95%)
- PRVYX (Putnam Retirement Ready 2045 Fd Cl Y Shs) 0.07% (94%)
- FFFGX (FIDELITY FREEDOM 2045 FUND FIDELITY FREEDOM 2045 FUND) 0.15% (91%)
- FFFIX (FIDELITY ADVISOR FREEDOM 2045 FUND CLASS I) 0.15% (90%)
- GMFZX (MYDESTINATION 2045 FUND INVESTOR) 0.17% (88%)
- ISJIX (VOYA INDEX SOLUTION 2045 PORTFOLIO CLASS I) 0.0% (87%)