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RECTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 14.11 0.04(0.28%) May 16
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.30% |
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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(%) | 1.4 | 4.4 | 3.7 | 4.5 | 4.5 | 4.5 | 6.6 | 5.1 | 3.4 | 9.7 | -12.3 | 5.4 | 8.8 | 15.6 | -2.7 | 12.9 | 7.0 | 0.1 | 6.7 | 18.6 | 13.0 | 1.1 | 11.1 | 27.3 | -32.3 | 10.1 |
| Sharpe Ratio | NA | 0.96 | -0.28 | 0.02 | 0.22 | 0.34 | NA | 0.34 | -0.41 | 0.82 | -1.26 | 0.77 | 0.59 | 2.88 | -0.58 | 3.74 | 0.93 | 0.01 | 1.03 | 2.52 | 1.58 | 0.07 | 0.97 | 1.47 | -1.17 | 0.73 |
| Draw Down(%) | NA | 6.1 | 9.8 | 10.8 | 20.5 | 20.5 | NA | 46.0 | 7.3 | 6.3 | 17.0 | 4.3 | 17.1 | 2.5 | 8.6 | 1.1 | 5.0 | 7.5 | 4.5 | 5.6 | 6.4 | 12.8 | 9.1 | 19.3 | 41.9 | 8.0 |
| Standard Deviation(%) | NA | 9.6 | 9.1 | 8.7 | 8.4 | 8.4 | NA | 11.7 | 7.9 | 6.7 | 10.9 | 7.0 | 14.3 | 4.9 | 7.0 | 3.3 | 7.3 | 8.0 | 6.5 | 7.4 | 8.3 | 14.5 | 11.3 | 18.5 | 28.3 | 12.6 |
| Treynor Ratio | NA | 0.08 | -0.02 | 0.0 | 0.04 | 0.16 | NA | 0.09 | -0.1 | 0.06 | -0.15 | 0.07 | 0.24 | 7.94 | -0.28 | 0.14 | 0.08 | 0.0 | 0.07 | 0.18 | 0.13 | 0.01 | 0.12 | 0.28 | -0.33 | 0.09 |
| Alpha | NA | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | 0.05 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 1.13 | 1.08 | 0.93 | 0.53 | 0.18 | NA | 0.43 | 0.32 | 0.92 | 0.95 | 0.81 | 0.35 | 0.02 | 0.15 | 0.85 | 0.89 | 0.93 | 1.0 | 1.02 | 0.99 | 0.95 | 0.91 | 0.96 | 1.0 | 1.06 |
| RSquared | NA | 0.97 | 0.65 | 0.78 | 0.44 | 0.18 | NA | 0.43 | 0.18 | 0.8 | 0.96 | 0.51 | 0.37 | 0.04 | 0.21 | 0.88 | 0.97 | 0.94 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.8 | 2.1 | 3.0 | 4.1 | N/A | 0.0 | 3.1 | 2.4 | 1.7 | 2.7 | 4.7 | 4.1 | 3.0 | 3.4 | 4.2 | 4.0 | 3.0 | 3.5 | 3.1 | 3.9 | 3.3 | 3.7 | 1.6 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -36.1 | -42.9 | N/A | N/A | N/A | -100.0 | 12.3 | 45.7 | -33.0 | -36.5 | 5.3 | 49.2 | -7.2 | -22.9 | 9.9 | 51.4 | -7.5 | 10.8 | -13.6 | 44.3 | -41.5 | 142.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2016-2020 Asset Class Trend Rankings |
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