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REATX: American Funds Trgt Date Ret 2010 R5 (MUTUAL FUND)
Basic Info 10.79 0.08(0.74%) October 06
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/27/2021 |
| 12-Mo. Yield | 3.67% |
| Expenses | 0.43% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.2 | -13.1 | -10.3 | 2.6 | 3.2 | 5.0 | 4.0 | 4.6 | 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 |
| SR | NA | -2.27 | -1.5 | 0.17 | 0.29 | 0.68 | NA | 0.4 | 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 |
| DD(%) | NA | 14.7 | 14.7 | 15.0 | 15.0 | 15.0 | NA | 40.2 | 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 |
| SD(%) | NA | 8.9 | 8.0 | 8.8 | 7.5 | 6.6 | NA | 9.7 | 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 |
| TR | NA | -0.2 | -0.24 | 0.02 | 0.02 | 0.04 | NA | 0.03 | 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 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 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 | 1.01 | 0.51 | 0.86 | 0.9 | 1.0 | NA | 1.36 | 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 |
| RS | NA | 0.9 | 0.45 | 0.69 | 0.71 | 0.74 | NA | 0.77 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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