Find A Portfolio/Ticker
Comparison Box
RDKTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 17.26 0.07(0.40%) May 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 03/30/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.33% |
Expenses | 0.38% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 8.6 | 21.6 | 4.5 | 10.4 | 8.9 | 18.7 | -24.6 | 12.9 | 16.1 | 25.0 | -9.1 | 22.1 | 8.0 | -2.7 |
Sharpe Ratio | NA | 2.01 | 1.76 | 0.16 | 0.5 | 0.52 | 1.27 | -1.2 | 1.07 | 0.57 | 2.29 | -0.74 | 3.78 | 0.64 | -0.27 |
Draw Down(%) | NA | 5.0 | 10.1 | 27.6 | 29.4 | 29.4 | 10.1 | 26.8 | 5.3 | 29.4 | 5.4 | 16.3 | 2.0 | 10.2 | 11.6 |
Standard Deviation(%) | NA | 10.5 | 10.7 | 15.0 | 17.7 | 15.2 | 11.5 | 21.7 | 12.0 | 27.5 | 10.4 | 14.1 | 5.7 | 12.1 | 13.0 |
Treynor Ratio | NA | 0.24 | 0.22 | 0.03 | 0.11 | 0.1 | 0.18 | -0.32 | 0.16 | 0.21 | 0.3 | -0.13 | 0.31 | 0.09 | -0.04 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.05 | -0.03 | 0.0 | 0.0 | -0.02 | 0.03 | -0.01 | -0.01 |
Beta | NA | 0.87 | 0.87 | 0.83 | 0.8 | 0.8 | 0.81 | 0.82 | 0.8 | 0.77 | 0.8 | 0.79 | 0.7 | 0.86 | 0.81 |
RSquared | NA | 0.95 | 0.95 | 0.96 | 0.97 | 0.96 | 0.91 | 0.9 | 0.85 | 0.97 | 0.96 | 0.91 | 0.75 | 0.94 | 0.95 |
Yield(%) | N/A | 0.0 | 2.3 | 3.5 | 4.2 | N/A | 2.5 | 4.6 | 4.0 | 2.9 | 4.0 | 3.1 | 1.9 | 2.5 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -59.3 | N/A | N/A | N/A | -59.3 | 33.8 | 56.6 | -11.7 | 13.9 | 102.8 | -19.9 | 254.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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 EQUITY Asset Class Trend Rankings |