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REFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 18.37 0.11(0.60%) April 26
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (74%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.91% |
Expenses | 0.35% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 3.6 | 15.6 | 2.8 | 8.4 | 8.4 | 11.0 | 7.5 | 13.6 | -20.8 | 9.4 | 17.6 | 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 | 0.96 | 1.36 | 0.04 | 0.45 | 0.56 | NA | 0.43 | 0.98 | -1.24 | 0.87 | 0.71 | 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 | 4.0 | 8.4 | 23.1 | 26.7 | 26.7 | NA | 49.8 | 8.4 | 22.9 | 5.5 | 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 | 8.3 | 8.7 | 12.3 | 15.2 | 13.0 | NA | 15.6 | 9.6 | 17.9 | 10.9 | 24.4 | 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 | 0.08 | 0.13 | 0.01 | 0.07 | 0.07 | NA | 0.07 | 0.1 | -0.22 | 0.09 | 0.17 | 0.22 | -0.06 | 0.24 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -0.02 | 0.15 | 0.38 | -0.42 | 0.12 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.03 | -0.02 | 0.03 |
Beta | NA | 1.01 | 0.91 | 1.0 | 1.01 | 1.02 | NA | 0.93 | 0.91 | 1.01 | 1.0 | 1.01 | 1.01 | 1.02 | 0.86 | 0.94 | 0.91 | 0.99 | 0.93 | 0.9 | 0.92 | 0.89 | 0.84 | 0.86 | 0.88 |
RSquared | NA | 0.96 | 0.83 | 0.94 | 0.97 | 0.97 | NA | 0.97 | 0.78 | 0.89 | 0.71 | 0.99 | 0.92 | 0.93 | 0.8 | 0.93 | 0.85 | 0.93 | 0.93 | 0.94 | 0.98 | 0.96 | 0.97 | 0.98 | 0.95 |
Yield(%) | N/A | 0.0 | 3.1 | 4.2 | 5.0 | 5.3 | 8.0 | N/A | 3.3 | 4.5 | 6.0 | 4.2 | 5.3 | 4.5 | 3.1 | 4.0 | 5.5 | 4.1 | 2.7 | 3.3 | 2.4 | 3.5 | 2.9 | 3.3 | 1.5 |
Dividend Growth(%) | N/A | -100.0 | -42.0 | 19.9 | 39.5 | N/A | N/A | N/A | -42.0 | -18.5 | 61.2 | -5.6 | 4.4 | 74.4 | -18.7 | -32.4 | 42.0 | 78.6 | -6.7 | 30.4 | -23.3 | 50.0 | -42.9 | 133.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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