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REMTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 17.49 0.21(1.22%) May 15
Asset Class: | Target Date 2056-2060 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.20% |
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 | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 9.3 | 26.6 | 6.5 | 11.4 | 9.8 | 18.7 | -24.6 | 13.0 | 16.1 | 25.3 | -9.1 | 22.5 | 8.3 | -2.5 |
Sharpe Ratio | NA | 1.75 | 1.89 | 0.19 | 0.52 | 0.55 | 1.26 | -1.2 | 1.07 | 0.57 | 2.33 | -0.74 | 3.82 | 0.67 | -0.26 |
Draw Down(%) | NA | 4.9 | 10.0 | 27.4 | 29.3 | 29.3 | 10.0 | 26.6 | 5.3 | 29.3 | 5.4 | 16.1 | 2.0 | 10.0 | 11.5 |
Standard Deviation(%) | NA | 10.6 | 11.0 | 15.2 | 17.7 | 15.2 | 11.5 | 21.8 | 12.1 | 27.5 | 10.3 | 14.1 | 5.8 | 12.0 | 12.9 |
Treynor Ratio | NA | 0.21 | 0.23 | 0.03 | 0.11 | 0.1 | 0.18 | -0.31 | 0.16 | 0.2 | 0.3 | -0.13 | 0.3 | 0.09 | -0.04 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.05 | -0.04 | 0.0 | 0.0 | -0.03 | 0.02 | -0.01 | -0.01 |
Beta | NA | 0.88 | 0.89 | 0.85 | 0.81 | 0.81 | 0.82 | 0.84 | 0.83 | 0.77 | 0.81 | 0.78 | 0.75 | 0.89 | 0.79 |
RSquared | NA | 0.93 | 0.88 | 0.94 | 0.95 | 0.95 | 0.88 | 0.88 | 0.82 | 0.96 | 0.96 | 0.9 | 0.75 | 0.94 | 0.95 |
Yield(%) | N/A | 0.0 | 5.2 | 4.5 | 5.1 | N/A | 5.6 | 4.9 | 4.3 | 3.2 | 4.3 | 3.4 | 2.0 | 2.7 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -13.3 | N/A | N/A | N/A | -13.8 | 29.9 | 52.3 | -8.3 | 14.3 | 100.0 | -19.2 | 225.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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