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REATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 12.17 0.03(0.25%) May 16
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.28% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 4.2 | 3.6 | 3.8 | 4.5 | 4.2 | 5.8 | 4.7 | 2.6 | 7.9 | -10.1 | 6.9 | 7.7 | 13.9 | -2.5 | 10.3 | 7.4 | -0.9 | 6.7 | 12.5 | 10.4 | 3.8 | 10.6 | 23.7 | -27.3 | 8.4 |
| Sharpe Ratio | NA | 1.07 | -0.33 | -0.07 | 0.26 | 0.36 | NA | 0.38 | -0.53 | 0.61 | -1.23 | 1.34 | 0.61 | 3.06 | -0.69 | 3.65 | 1.18 | -0.14 | 1.36 | 2.29 | 1.9 | 0.39 | 1.38 | 1.56 | -1.21 | 0.68 |
| Draw Down(%) | NA | 5.0 | 8.5 | 9.9 | 16.1 | 16.1 | NA | 40.2 | 6.9 | 5.4 | 14.8 | 2.2 | 15.0 | 2.0 | 7.2 | 0.9 | 4.1 | 6.8 | 3.5 | 4.8 | 4.1 | 7.9 | 5.7 | 16.7 | 36.3 | 6.7 |
| Standard Deviation(%) | NA | 8.2 | 8.3 | 7.8 | 7.3 | 7.1 | NA | 9.4 | 7.4 | 6.0 | 9.3 | 5.1 | 12.3 | 4.1 | 5.6 | 2.7 | 6.1 | 6.7 | 4.9 | 5.4 | 5.5 | 9.5 | 7.6 | 15.1 | 23.2 | 10.5 |
| Treynor Ratio | NA | 0.08 | -0.04 | -0.01 | 0.02 | 0.03 | NA | 0.03 | -0.06 | 0.04 | -0.11 | 0.21 | 0.06 | 0.11 | -0.03 | 0.09 | 0.05 | -0.01 | 0.05 | 0.09 | 0.08 | 0.03 | 0.08 | 0.14 | -0.15 | 0.04 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.0 | 0.0 | -0.01 | 0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 |
| Beta | NA | 1.11 | 0.75 | 0.93 | 0.82 | 0.99 | NA | 1.32 | 0.65 | 0.98 | 1.03 | 0.33 | 1.21 | 1.17 | 1.24 | 1.05 | 1.36 | 1.48 | 1.48 | 1.31 | 1.37 | 1.48 | 1.33 | 1.69 | 1.93 | 1.86 |
| RSquared | NA | 0.92 | 0.39 | 0.71 | 0.62 | 0.73 | NA | 0.76 | 0.3 | 0.87 | 0.93 | 0.21 | 0.92 | 0.86 | 0.91 | 0.77 | 0.91 | 0.88 | 0.9 | 0.87 | 0.81 | 0.87 | 0.85 | 0.89 | 0.89 | 0.73 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.9 | 2.2 | 2.9 | 4.1 | N/A | 0.0 | 3.2 | 2.4 | 1.9 | 2.8 | 4.1 | 3.8 | 3.0 | 3.1 | 4.6 | 5.0 | 5.9 | 4.4 | 5.1 | 4.8 | 3.5 | 4.3 | 2.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -31.8 | -38.4 | N/A | N/A | N/A | -100.0 | 15.5 | 37.1 | -29.6 | -25.8 | 0.8 | 38.5 | 0.0 | -36.7 | -5.5 | -11.2 | 43.1 | -14.0 | 10.5 | 63.4 | -43.4 | 125.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2000-2010 Asset Class Trend Rankings |
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