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REITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 22.02 0.1(0.46%) May 16
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.73% |
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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(%) | 3.7 | 5.0 | 7.6 | 8.8 | 9.2 | 7.6 | 9.5 | 7.4 | 11.5 | 19.4 | -23.7 | 13.2 | 16.5 | 25.0 | -5.7 | 22.6 | 8.3 | 0.6 | 7.0 | 26.5 | 16.8 | -2.4 | 13.5 | 32.0 | -35.5 | 11.2 |
| Sharpe Ratio | NA | 0.52 | 0.08 | 0.29 | 0.43 | 0.39 | NA | 0.38 | 0.42 | 1.38 | -1.18 | 1.11 | 0.59 | 2.28 | -0.51 | 3.94 | 0.67 | 0.05 | 0.72 | 2.78 | 1.5 | -0.12 | 0.86 | 1.48 | -1.15 | 0.75 |
| Draw Down(%) | NA | 14.9 | 16.4 | 16.4 | 29.1 | 29.3 | NA | 49.9 | 6.7 | 9.8 | 25.9 | 5.2 | 29.3 | 5.4 | 16.1 | 1.9 | 10.1 | 11.5 | 7.1 | 6.6 | 9.1 | 18.4 | 12.1 | 21.2 | 45.5 | 8.8 |
| Standard Deviation(%) | NA | 20.8 | 15.9 | 15.4 | 15.3 | 15.4 | NA | 16.6 | 11.5 | 11.1 | 21.3 | 11.9 | 27.5 | 10.3 | 13.7 | 5.6 | 12.1 | 12.6 | 9.7 | 9.5 | 11.2 | 20.0 | 15.5 | 21.6 | 31.7 | 14.0 |
| Treynor Ratio | NA | 0.14 | 0.02 | 0.06 | 0.08 | 0.08 | NA | 0.08 | 0.06 | 0.19 | -0.3 | 0.16 | 0.22 | 0.29 | -0.09 | 0.28 | 0.09 | 0.01 | 0.08 | 0.32 | 0.2 | -0.03 | 0.16 | 0.41 | -0.48 | 0.13 |
| Alpha | NA | 0.03 | -0.02 | -0.02 | -0.02 | -0.01 | NA | 0.0 | -0.03 | -0.01 | -0.04 | -0.03 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.04 | -0.04 | 0.02 |
| Beta | NA | 0.75 | 0.77 | 0.8 | 0.81 | 0.79 | NA | 0.79 | 0.84 | 0.81 | 0.83 | 0.83 | 0.74 | 0.81 | 0.78 | 0.78 | 0.89 | 0.79 | 0.83 | 0.84 | 0.86 | 0.85 | 0.84 | 0.78 | 0.76 | 0.81 |
| RSquared | NA | 0.97 | 0.91 | 0.89 | 0.89 | 0.9 | NA | 0.93 | 0.85 | 0.92 | 0.88 | 0.83 | 0.88 | 0.96 | 0.95 | 0.86 | 0.94 | 0.95 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.9 | 1.1 | 2.8 | 4.2 | N/A | 0.0 | 1.8 | 0.8 | 1.1 | 1.0 | 5.3 | 4.5 | 3.1 | 4.0 | 4.9 | 4.2 | 2.7 | 3.0 | 2.3 | 4.1 | 3.4 | 3.4 | 1.7 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -58.6 | -71.8 | N/A | N/A | N/A | -100.0 | 74.4 | -20.8 | 28.6 | -77.6 | 4.5 | 74.8 | -18.1 | -22.7 | 20.3 | 89.7 | 0.4 | 24.9 | -39.0 | 54.8 | -36.3 | 120.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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