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REKTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 25.8 0.3(1.18%) May 15
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (20%) |
Start Date: | 02/23/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.71% |
Expenses | 0.38% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/23/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 9.2 | 23.4 | 5.7 | 10.9 | 9.4 | 10.6 | 18.4 | -24.9 | 12.3 | 19.4 | 24.9 | -5.7 | 22.5 | 8.3 | 0.5 | 7.0 | 26.5 | 16.7 | -2.3 | 16.3 |
Sharpe Ratio | NA | 1.75 | 1.67 | 0.14 | 0.49 | 0.56 | 0.67 | 1.25 | -1.21 | 1.01 | 0.7 | 2.28 | -0.51 | 3.92 | 0.67 | 0.04 | 0.72 | 2.78 | 1.5 | -0.12 | 1.23 |
Draw Down(%) | NA | 4.9 | 9.9 | 27.2 | 29.3 | 29.3 | 29.3 | 9.9 | 26.4 | 5.3 | 29.3 | 5.4 | 16.1 | 1.9 | 10.1 | 11.5 | 7.2 | 6.6 | 9.0 | 18.5 | 12.1 |
Standard Deviation(%) | NA | 10.5 | 10.6 | 15.0 | 17.7 | 14.7 | 14.6 | 11.5 | 21.8 | 12.2 | 27.4 | 10.3 | 13.7 | 5.6 | 12.0 | 12.7 | 9.7 | 9.5 | 11.2 | 20.2 | 15.5 |
Treynor Ratio | NA | 0.21 | 0.2 | 0.02 | 0.11 | 0.1 | 0.12 | 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 | 0.23 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.05 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 |
Beta | NA | 0.86 | 0.88 | 0.84 | 0.81 | 0.81 | 0.82 | 0.82 | 0.84 | 0.82 | 0.78 | 0.81 | 0.78 | 0.78 | 0.89 | 0.79 | 0.83 | 0.83 | 0.86 | 0.85 | 0.84 |
RSquared | NA | 0.93 | 0.93 | 0.95 | 0.96 | 0.95 | 0.95 | 0.88 | 0.86 | 0.79 | 0.97 | 0.96 | 0.94 | 0.87 | 0.94 | 0.93 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 2.7 | 4.2 | 5.0 | 5.0 | N/A | 2.9 | 5.3 | 4.9 | 3.6 | 4.9 | 4.2 | 2.8 | 3.6 | 4.2 | 3.6 | 2.7 | 2.8 | 3.1 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | -59.2 | 31.6 | 59.6 | N/A | N/A | -59.2 | 22.4 | 54.7 | -10.7 | 5.0 | 77.8 | -16.7 | -16.9 | 20.4 | 58.8 | 9.7 | -11.4 | 34.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2010
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