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RDKTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 19.64 0.07(0.36%) July 02
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 03/30/2015 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.11% |
| Expenses | 0.38% |
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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 | Since 03/30/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 10.5 | 16.1 | 16.2 | 12.3 | 9.7 | 9.7 | 15.2 | 21.2 | -19.9 | 16.9 | 19.0 | 24.5 | -5.9 | 22.1 | 8.0 | -2.7 |
| Sharpe Ratio | NA | 0.95 | 0.74 | 0.84 | 0.68 | 0.54 | 0.54 | 1.03 | 1.57 | -1.02 | 1.43 | 0.68 | 2.23 | -0.54 | 3.78 | 0.65 | -0.27 |
| Draw Down(%) | NA | 15.6 | 15.6 | 15.6 | 27.6 | 29.4 | 29.4 | 7.1 | 10.1 | 26.8 | 5.3 | 29.4 | 5.4 | 16.3 | 2.0 | 10.2 | 11.6 |
| Standard Deviation(%) | NA | 19.6 | 16.3 | 14.6 | 14.9 | 15.4 | 15.2 | 11.3 | 11.3 | 20.9 | 11.8 | 27.4 | 10.4 | 13.7 | 5.7 | 12.1 | 13.0 |
| Treynor Ratio | NA | 0.24 | 0.15 | 0.15 | 0.12 | 0.1 | 0.1 | 0.14 | 0.22 | -0.26 | 0.2 | 0.24 | 0.29 | -0.09 | 0.31 | 0.09 | -0.04 |
| Alpha | NA | 0.04 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 0.77 | 0.79 | 0.81 | 0.81 | 0.8 | 0.8 | 0.85 | 0.81 | 0.83 | 0.84 | 0.77 | 0.8 | 0.79 | 0.7 | 0.86 | 0.81 |
| RSquared | NA | 0.95 | 0.95 | 0.95 | 0.96 | 0.96 | 0.96 | 0.94 | 0.94 | 0.97 | 0.95 | 0.98 | 0.96 | 0.96 | 0.75 | 0.94 | 0.95 |
| Yield(%) | N/A | 0.0 | 3.1 | 4.1 | 4.0 | 4.0 | N/A | 3.4 | 2.5 | 4.6 | 4.0 | 2.9 | 4.0 | 3.1 | 1.9 | 2.5 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 61.1 | 17.0 | 102.8 | N/A | N/A | 61.1 | -59.2 | 33.7 | 56.6 | -11.7 | 13.9 | 102.8 | -19.9 | 254.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2015
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