REHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)

Basic Info 24.03 0.05(0.21%) July 25

Asset Class:	Target Date 2041-2045
MyPlanIQ Rating:	(73%)
Start Date:	02/27/2007
Last Dividend Date:	12/26/2024
12-Mo. Yield	3.61%
Expenses	0.72%
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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(%) ?	1.1	12.8	19.0	13.1	8.7	8.8	10.2	7.9	11.2
Sharpe Ratio ?	NA	1.1	0.83	0.75	0.45	0.48	NA	0.42	0.41
Draw Down(%) ?	NA	14.5	14.5	14.5	28.4	28.9	NA	49.8	6.7

	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(%) ?	1.1	12.8	19.0	13.1	8.7	8.8	10.2	7.9	11.2	18.8	-22.7	12.8	16.3	24.7	-5.6	22.3	8.2	0.6	7.0	26.6	16.7	-2.3	13.5	32.0	-35.5	11.2
Sharpe Ratio ?	NA	1.1	0.83	0.75	0.45	0.48	NA	0.42	0.41	1.35	-1.17	1.09	0.59	2.3	-0.52	3.91	0.67	0.04	0.72	2.77	1.49	-0.12	0.87	1.48	-1.14	0.75
Draw Down(%) ?	NA	14.5	14.5	14.5	28.4	28.9	NA	49.8	6.7	9.7	25.3	5.0	28.9	5.3	15.9	1.9	10.1	11.5	7.2	6.6	9.0	18.5	12.0	21.3	45.5	8.8
Standard Deviation(%) ?	NA	17.5	15.3	14.1	14.5	15.0	NA	16.3	11.3	10.8	20.7	11.7	26.9	10.1	13.5	5.6	12.0	12.6	9.7	9.6	11.2	20.1	15.4	21.6	31.7	14.0
Treynor Ratio ?	NA	0.18	0.12	0.1	0.07	0.08	NA	0.08	0.04	0.15	-0.24	0.29	0.17	0.4	-0.08	0.23	0.09	0.01	0.07	0.28	0.18	-0.03	0.15	0.37	-0.42	0.11
Alpha	NA	0.01	0.01	0.0	-0.01	0.0	NA	0.0	-0.01	0.0	-0.02	0.04	0.0	0.03	0.0	0.01	0.0	0.01	0.0	0.01	0.01	0.0	0.0	0.02	-0.03	0.02
Beta	NA	1.06	1.06	1.02	1.01	0.92	NA	0.9	1.05	0.99	1.01	0.45	0.92	0.58	0.87	0.93	0.93	0.95	0.99	0.93	0.92	0.92	0.91	0.86	0.86	0.91
RSquared ?	NA	0.98	0.98	0.93	0.92	0.92	NA	0.95	0.87	0.96	0.92	0.38	0.98	0.63	0.89	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	3.7	2.4	1.9	3.4	4.7	N/A	4.0	1.9	0.9	1.1	1.1	5.3	4.5	3.0	3.9	4.8	3.9	2.6	3.1	2.2	3.9	2.8	2.9	1.5
Dividend Growth(%)	N/A	-100.0	147.4	12.2	-44.2	N/A	N/A	N/A	147.4	66.7	-9.7	14.4	-75.7	3.9	80.3	-18.7	-21.7	26.5	83.2	-6.3	34.9	-37.5	77.5	-37.6	104.0	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(%) ?	1.1	12.8	19.0	13.1	8.7	8.8	10.2	7.9	11.2	18.8	-22.7	12.8	16.3	24.7	-5.6	22.3	8.2	0.6	7.0	26.6	16.7	-2.3	13.5	32.0	-35.5	11.2
Sharpe Ratio ?	NA	1.1	0.83	0.75	0.45	0.48	NA	0.42	0.41	1.35	-1.17	1.09	0.59	2.3	-0.52	3.91	0.67	0.04	0.72	2.77	1.49	-0.12	0.87	1.48	-1.14	0.75
Draw Down(%) ?	NA	14.5	14.5	14.5	28.4	28.9	NA	49.8	6.7	9.7	25.3	5.0	28.9	5.3	15.9	1.9	10.1	11.5	7.2	6.6	9.0	18.5	12.0	21.3	45.5	8.8
Standard Deviation(%) ?	NA	17.5	15.3	14.1	14.5	15.0	NA	16.3	11.3	10.8	20.7	11.7	26.9	10.1	13.5	5.6	12.0	12.6	9.7	9.6	11.2	20.1	15.4	21.6	31.7	14.0
Treynor Ratio ?	NA	0.18	0.12	0.1	0.07	0.08	NA	0.08	0.04	0.15	-0.24	0.29	0.17	0.4	-0.08	0.23	0.09	0.01	0.07	0.28	0.18	-0.03	0.15	0.37	-0.42	0.11
Alpha	NA	0.01	0.01	0.0	-0.01	0.0	NA	0.0	-0.01	0.0	-0.02	0.04	0.0	0.03	0.0	0.01	0.0	0.01	0.0	0.01	0.01	0.0	0.0	0.02	-0.03	0.02
Beta	NA	1.06	1.06	1.02	1.01	0.92	NA	0.9	1.05	0.99	1.01	0.45	0.92	0.58	0.87	0.93	0.93	0.95	0.99	0.93	0.92	0.92	0.91	0.86	0.86	0.91
RSquared ?	NA	0.98	0.98	0.93	0.92	0.92	NA	0.95	0.87	0.96	0.92	0.38	0.98	0.63	0.89	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	3.7	2.4	1.9	3.4	4.7	N/A	4.0	1.9	0.9	1.1	1.1	5.3	4.5	3.0	3.9	4.8	3.9	2.6	3.1	2.2	3.9	2.8	2.9	1.5
Dividend Growth(%)	N/A	-100.0	147.4	12.2	-44.2	N/A	N/A	N/A	147.4	66.7	-9.7	14.4	-75.7	3.9	80.3	-18.7	-21.7	26.5	83.2	-6.3	34.9	-37.5	77.5	-37.6	104.0	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007

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REHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)

Basic Info 24.03 0.05(0.21%) July 25

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REHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)

Basic Info 24.03 0.05(0.21%) July 25

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