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REATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 12.63 0.02(0.16%) July 25
See more info about REATXAsset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (74%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/26/2024 |
12-Mo. Yield | 5.25% |
Expenses | 0.28% |
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Performance Analytics (As of 07/24/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 | 2024 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.6 | 8.1 | 11.6 | 7.6 | 5.0 | 5.3 | 6.3 | 5.2 | 2.6 |
Sharpe Ratio ? | NA | 1.54 | 1.08 | 0.65 | 0.43 | 0.55 | NA | 0.45 | -0.53 |
Draw Down(%) ? | NA | 5.0 | 5.0 | 9.4 | 16.1 | 16.1 | NA | 40.2 | 6.9 |
*: 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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