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REITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 19.76 0.16(0.82%) April 26
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (82%) |
Start Date: | 02/27/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.13% |
Expenses | 0.73% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 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(%) | 2.4 | 5.0 | 23.5 | 4.3 | 10.1 | 9.3 | 11.8 | 8.2 | 17.6 | -24.4 | 12.1 | 19.4 | 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 | 0.48 | 1.36 | 0.1 | 0.46 | 0.55 | NA | 0.44 | 1.19 | -1.2 | 1.0 | 0.7 | 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 | 4.8 | 9.8 | 26.5 | 29.3 | 29.3 | NA | 49.9 | 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 | 10.1 | 10.7 | 14.9 | 17.6 | 14.7 | NA | 16.6 | 11.3 | 21.6 | 12.1 | 27.4 | 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 | 0.06 | 0.17 | 0.02 | 0.1 | 0.1 | NA | 0.09 | 0.17 | -0.31 | 0.15 | 0.25 | 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 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.05 | -0.04 | 0.02 | 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 | 0.84 | 0.85 | 0.83 | 0.8 | 0.8 | NA | 0.8 | 0.81 | 0.83 | 0.82 | 0.78 | 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 | 0.92 | 0.86 | 0.94 | 0.95 | 0.95 | NA | 0.96 | 0.88 | 0.86 | 0.78 | 0.97 | 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 | 5.8 | 5.0 | 5.7 | 5.7 | 8.6 | N/A | 6.1 | 5.5 | 5.1 | 3.8 | 5.3 | 4.5 | 3.0 | 4.0 | 4.9 | 4.2 | 2.6 | 3.0 | 2.4 | 4.2 | 3.4 | 3.4 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | -17.1 | 52.0 | 64.8 | N/A | N/A | N/A | -17.1 | 21.9 | 52.4 | -12.5 | 4.3 | 76.9 | -18.7 | -22.6 | 19.2 | 92.6 | 0.0 | 22.7 | -38.9 | 56.5 | -36.1 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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