REATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)

Basic Info 12.63 0.02(0.16%) July 25

Asset 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)

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	Last 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

	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(%) ?	0.6	8.1	11.6	7.6	5.0	5.3	6.3	5.2	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	1.54	1.08	0.65	0.43	0.55	NA	0.45	-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	5.0	9.4	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	7.2	6.4	6.9	6.7	6.9	NA	9.3	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	0.1	0.06	0.04	0.03	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	0.01	0.0	0.0	0.0	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	1.09	1.07	1.04	1.03	1.14	NA	1.42	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	0.89	0.89	0.91	0.87	0.89	NA	0.83	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	5.3	3.8	3.2	3.6	4.5	N/A	5.6	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	-100.0	80.3	34.0	-5.6	N/A	N/A	N/A	80.3	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

	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(%) ?	0.6	8.1	11.6	7.6	5.0	5.3	6.3	5.2	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	1.54	1.08	0.65	0.43	0.55	NA	0.45	-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	5.0	9.4	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	7.2	6.4	6.9	6.7	6.9	NA	9.3	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	0.1	0.06	0.04	0.03	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	0.01	0.0	0.0	0.0	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	1.09	1.07	1.04	1.03	1.14	NA	1.42	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	0.89	0.89	0.91	0.87	0.89	NA	0.83	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	5.3	3.8	3.2	3.6	4.5	N/A	5.6	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	-100.0	80.3	34.0	-5.6	N/A	N/A	N/A	80.3	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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REATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)

Basic Info 12.63 0.02(0.16%) July 25

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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

Performance Analytics (As of 07/24/2025)

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