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REATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 11.48 0.04(0.35%) April 26
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (74%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.45% |
Expenses | 0.28% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 0.9 | 6.6 | 1.5 | 4.8 | 4.9 | 7.4 | 5.0 | 4.7 | -12.5 | 5.1 | 9.2 | 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 | -0.73 | 0.25 | -0.14 | 0.38 | 0.56 | NA | 0.43 | 0.06 | -1.39 | 0.85 | 0.73 | 3.06 | -0.69 | 3.65 | 1.18 | -0.14 | 1.36 | 2.29 | 1.9 | 0.39 | 1.38 | 1.56 | -1.21 | 0.67 |
Draw Down(%) | NA | 2.7 | 5.4 | 14.8 | 15.0 | 15.0 | NA | 40.2 | 5.4 | 14.8 | 3.4 | 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 | 5.4 | 5.8 | 7.0 | 8.0 | 6.8 | NA | 9.5 | 7.1 | 10.0 | 6.0 | 12.2 | 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 | -0.04 | 0.01 | -0.01 | 0.03 | 0.03 | NA | 0.03 | 0.0 | -0.13 | 0.05 | 0.07 | 0.13 | -0.04 | 0.13 | 0.06 | -0.01 | 0.05 | 0.12 | 0.09 | 0.03 | 0.08 | 0.14 | -0.15 | 0.04 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.03 |
Beta | NA | 1.05 | 1.01 | 1.03 | 1.11 | 1.17 | NA | 1.44 | 0.94 | 1.03 | 0.98 | 1.24 | 0.99 | 0.92 | 0.72 | 1.26 | 1.13 | 1.3 | 1.0 | 1.21 | 1.43 | 1.23 | 1.69 | 1.88 | 1.57 |
RSquared | NA | 0.92 | 0.91 | 0.91 | 0.92 | 0.9 | NA | 0.84 | 0.58 | 0.82 | 0.46 | 0.96 | 0.71 | 0.66 | 0.55 | 0.84 | 0.67 | 0.79 | 0.64 | 0.73 | 0.82 | 0.79 | 0.87 | 0.86 | 0.64 |
Yield(%) | N/A | 0.0 | 3.8 | 3.6 | 4.0 | 4.1 | 5.9 | N/A | 4.0 | 3.2 | 4.2 | 4.2 | 4.1 | 3.8 | 2.9 | 3.1 | 4.6 | 5.0 | 5.9 | 4.4 | 5.0 | 4.8 | 3.6 | 4.3 | 2.0 |
Dividend Growth(%) | N/A | -100.0 | 7.5 | 1.5 | 10.4 | N/A | N/A | N/A | 7.5 | -20.0 | 6.4 | 11.9 | 0.0 | 40.0 | 0.0 | -37.5 | -5.9 | -10.5 | 42.5 | -13.0 | 9.5 | 61.5 | -42.2 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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