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REJTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 12.86 0.03(0.23%) May 19
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.30% |
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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(%) | 0.9 | 4.5 | 3.6 | 4.2 | 4.7 | 4.5 | 6.2 | 4.9 | 2.8 | 8.6 | -11.3 | 6.6 | 8.1 | 14.9 | -2.9 | 11.2 | 7.6 | -0.8 | 6.7 | 15.6 | 11.5 | 2.3 | 10.5 | 25.1 | -28.8 | 9.3 |
| Sharpe Ratio | NA | 1.05 | -0.35 | -0.04 | 0.25 | 0.35 | NA | 0.36 | -0.51 | 0.7 | -1.25 | 1.1 | 0.57 | 2.97 | -0.68 | 3.76 | 1.16 | -0.12 | 1.18 | 2.43 | 1.67 | 0.18 | 1.08 | 1.51 | -1.19 | 0.74 |
| Draw Down(%) | NA | 5.3 | 9.0 | 10.5 | 18.3 | 18.3 | NA | 42.2 | 7.2 | 5.8 | 16.0 | 2.7 | 16.6 | 2.2 | 7.9 | 1.0 | 4.2 | 6.9 | 3.8 | 5.2 | 5.2 | 10.2 | 7.3 | 17.8 | 38.2 | 7.0 |
| Standard Deviation(%) | NA | 8.4 | 8.4 | 8.1 | 7.8 | 7.7 | NA | 10.4 | 7.5 | 6.3 | 10.1 | 6.0 | 13.8 | 4.5 | 6.2 | 2.8 | 6.4 | 6.9 | 5.6 | 6.4 | 6.9 | 12.2 | 9.6 | 16.6 | 25.0 | 11.0 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.06 | 0.04 | NA | 0.04 | 0.0 | 0.0 | -0.12 | 0.76 | 0.07 | 0.12 | -0.04 | 0.12 | 0.08 | -0.01 | 0.06 | 0.15 | 0.12 | 0.02 | 0.12 | 0.26 | -0.3 | 0.08 |
| Alpha | NA | NA | NA | 0.02 | 0.01 | 0.0 | NA | 0.0 | NA | NA | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.01 |
| Beta | NA | NA | NA | 1.1 | 0.32 | 0.66 | NA | 0.89 | NA | NA | 1.08 | 0.09 | 1.15 | 1.09 | 1.01 | 0.92 | 0.96 | 0.94 | 1.03 | 1.03 | 0.97 | 0.93 | 0.88 | 0.97 | 1.0 | 1.04 |
| RSquared | NA | 0.0 | 0.0 | 0.09 | 0.09 | 0.38 | NA | 0.78 | 0.0 | 0.0 | 0.39 | 0.04 | 0.9 | 0.92 | 0.94 | 0.88 | 0.96 | 0.91 | 0.97 | 0.96 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.9 | 2.2 | 3.2 | 4.3 | N/A | 0.0 | 3.2 | 2.5 | 1.9 | 2.9 | 4.7 | 4.2 | 3.2 | 3.5 | 5.5 | 4.3 | 4.1 | 4.4 | 3.7 | 4.5 | 3.6 | 3.9 | 1.8 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -37.7 | -45.4 | N/A | N/A | N/A | -100.0 | 11.5 | 35.1 | -30.5 | -33.1 | 3.8 | 43.2 | -3.1 | -41.3 | 31.6 | 14.4 | 1.5 | 17.8 | -14.9 | 51.5 | -36.7 | 133.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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See Target Date 2011-2015 Asset Class Trend Rankings |
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