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REETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 18.14 0.05(0.28%) May 16
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.33% |
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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(%) | 2.1 | 4.4 | 5.5 | 6.4 | 6.4 | 5.9 | 8.2 | 6.4 | 6.6 | 13.6 | -16.6 | 7.2 | 12.6 | 20.1 | -4.3 | 18.3 | 7.6 | 0.5 | 7.0 | 25.5 | 16.5 | -1.9 | 13.1 | 31.2 | -35.0 | 10.9 |
| Sharpe Ratio | NA | 0.73 | -0.08 | 0.19 | 0.35 | 0.37 | NA | 0.36 | 0.0 | 1.17 | -1.24 | 0.78 | 0.62 | 2.5 | -0.54 | 3.93 | 0.72 | 0.04 | 0.77 | 2.72 | 1.52 | -0.1 | 0.87 | 1.48 | -1.15 | 0.74 |
| Draw Down(%) | NA | 8.6 | 11.0 | 12.2 | 24.9 | 24.9 | NA | 49.3 | 6.3 | 7.6 | 20.8 | 5.2 | 22.3 | 3.8 | 12.6 | 1.4 | 8.4 | 10.4 | 6.6 | 6.5 | 8.6 | 17.6 | 11.9 | 20.8 | 45.0 | 8.7 |
| Standard Deviation(%) | NA | 12.6 | 10.4 | 10.6 | 10.8 | 11.3 | NA | 14.4 | 8.3 | 8.1 | 14.6 | 9.2 | 20.1 | 7.5 | 10.4 | 4.5 | 10.4 | 11.3 | 9.0 | 9.4 | 10.9 | 19.3 | 14.9 | 21.0 | 31.0 | 13.7 |
| Treynor Ratio | NA | 0.1 | -0.01 | 0.02 | 0.04 | 0.04 | NA | 0.06 | 0.0 | 0.11 | -0.19 | 0.08 | 0.14 | 0.19 | -0.06 | 0.18 | 0.07 | 0.0 | 0.06 | 0.24 | 0.16 | -0.02 | 0.13 | 0.35 | -0.4 | 0.11 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.91 | 0.91 | 0.93 | 0.93 | 0.94 | NA | 0.94 | 0.75 | 0.86 | 0.94 | 0.9 | 0.89 | 0.99 | 1.0 | 0.97 | 1.0 | 1.04 | 1.1 | 1.05 | 1.03 | 1.0 | 0.97 | 0.89 | 0.89 | 0.93 |
| RSquared | NA | 0.98 | 0.84 | 0.92 | 0.88 | 0.94 | NA | 0.97 | 0.64 | 0.83 | 0.96 | 0.67 | 0.91 | 0.98 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.4 | 1.6 | 3.0 | 4.4 | N/A | 0.0 | 2.5 | 1.7 | 1.3 | 1.8 | 4.8 | 4.3 | 3.1 | 3.9 | 5.5 | 4.4 | 2.9 | 3.6 | 2.6 | 2.4 | 3.0 | 3.2 | 1.6 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -41.4 | -58.8 | N/A | N/A | N/A | -100.0 | 20.5 | 35.4 | -18.6 | -57.2 | 1.8 | 61.1 | -16.7 | -33.0 | 28.3 | 84.4 | -10.3 | 34.3 | 16.1 | 3.4 | -40.9 | 119.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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