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REFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 20.02 0.07(0.35%) May 16
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.35% |
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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(%) | 2.6 | 4.6 | 5.7 | 7.2 | 7.8 | 6.8 | 8.9 | 6.9 | 8.0 | 15.8 | -19.4 | 10.6 | 14.6 | 23.2 | -5.2 | 21.1 | 7.9 | 0.5 | 7.0 | 25.9 | 16.5 | -2.2 | 13.6 | 31.8 | -35.4 | 11.2 |
| Sharpe Ratio | NA | 0.65 | -0.05 | 0.23 | 0.41 | 0.38 | NA | 0.37 | 0.14 | 1.27 | -1.2 | 1.01 | 0.58 | 2.38 | -0.53 | 3.92 | 0.67 | 0.04 | 0.74 | 2.76 | 1.51 | -0.11 | 0.88 | 1.49 | -1.15 | 0.75 |
| Draw Down(%) | NA | 10.6 | 13.1 | 13.2 | 26.3 | 26.7 | NA | 49.8 | 7.0 | 8.4 | 22.9 | 4.4 | 26.7 | 4.8 | 14.8 | 1.8 | 9.5 | 11.1 | 7.0 | 6.6 | 8.8 | 18.1 | 11.7 | 21.1 | 45.4 | 8.8 |
| Standard Deviation(%) | NA | 15.1 | 12.2 | 12.4 | 12.7 | 13.4 | NA | 15.5 | 9.6 | 9.2 | 17.5 | 10.5 | 24.5 | 9.2 | 12.5 | 5.2 | 11.4 | 12.2 | 9.5 | 9.4 | 11.0 | 19.7 | 15.3 | 21.4 | 31.5 | 13.9 |
| Treynor Ratio | NA | 0.1 | -0.01 | 0.03 | 0.07 | 0.06 | NA | 0.07 | 0.02 | 0.12 | -0.21 | 0.38 | 0.14 | 0.2 | -0.06 | 0.21 | 0.08 | 0.0 | 0.07 | 0.27 | 0.18 | -0.02 | 0.15 | 0.37 | -0.42 | 0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.97 | 0.9 | 0.96 | 0.76 | 0.89 | NA | 0.89 | 0.86 | 0.98 | 1.02 | 0.28 | 1.01 | 1.08 | 1.07 | 1.0 | 1.0 | 1.02 | 1.04 | 0.96 | 0.95 | 0.92 | 0.9 | 0.85 | 0.86 | 0.91 |
| RSquared | NA | 0.99 | 0.81 | 0.89 | 0.69 | 0.83 | NA | 0.92 | 0.69 | 0.97 | 0.94 | 0.21 | 0.98 | 0.98 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.2 | 1.4 | 3.0 | 4.4 | N/A | 0.0 | 2.2 | 1.4 | 1.2 | 1.4 | 5.2 | 4.5 | 3.0 | 4.0 | 5.6 | 4.0 | 2.7 | 3.4 | 2.4 | 3.5 | 3.0 | 3.2 | 1.6 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -46.1 | -64.3 | N/A | N/A | N/A | -100.0 | 29.7 | 21.7 | 0.5 | -68.8 | 3.4 | 75.9 | -18.7 | -33.2 | 43.1 | 78.2 | -7.9 | 33.3 | -24.8 | 47.8 | -40.9 | 125.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2031-2035 Asset Class Trend Rankings |
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