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REMTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 19.84 0.01(0.05%) July 08
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/2015 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.34% |
| Expenses | 0.38% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/30/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 10.7 | 14.6 | 16.7 | 12.1 | 10.3 | 10.0 | 15.6 | 21.5 | -19.7 | 17.2 | 19.3 | 25.0 | -5.7 | 22.5 | 8.3 | -2.5 |
| Sharpe Ratio | NA | 1.09 | 0.79 | 0.94 | 0.67 | 0.58 | 0.57 | 1.06 | 1.59 | -1.01 | 1.46 | 0.69 | 2.27 | -0.52 | 3.82 | 0.67 | -0.26 |
| Draw Down(%) | NA | 15.5 | 15.5 | 15.5 | 27.3 | 29.3 | 29.3 | 7.0 | 10.0 | 26.6 | 5.3 | 29.3 | 5.4 | 16.1 | 2.0 | 10.0 | 11.5 |
| Standard Deviation(%) | NA | 19.3 | 16.3 | 14.5 | 14.9 | 15.3 | 15.2 | 11.3 | 11.3 | 21.0 | 11.8 | 27.4 | 10.3 | 13.7 | 5.8 | 12.0 | 12.9 |
| Treynor Ratio | NA | 0.27 | 0.16 | 0.17 | 0.12 | 0.11 | 0.11 | 0.14 | 0.22 | -0.25 | 0.2 | 0.26 | 0.29 | -0.09 | 0.29 | 0.09 | -0.04 |
| Alpha | NA | 0.04 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | 0.02 | 0.0 | -0.01 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 0.78 | 0.79 | 0.82 | 0.83 | 0.8 | 0.8 | 0.86 | 0.83 | 0.85 | 0.86 | 0.74 | 0.81 | 0.78 | 0.75 | 0.89 | 0.79 |
| RSquared | NA | 0.95 | 0.94 | 0.94 | 0.94 | 0.92 | 0.92 | 0.93 | 0.92 | 0.96 | 0.92 | 0.89 | 0.96 | 0.96 | 0.75 | 0.94 | 0.95 |
| Yield(%) | N/A | 0.0 | 3.3 | 4.3 | 4.3 | 4.4 | N/A | 3.7 | 2.8 | 4.8 | 4.2 | 3.2 | 4.2 | 3.4 | 2.1 | 2.7 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 57.3 | 16.1 | 103.0 | N/A | N/A | 57.3 | -56.5 | 30.4 | 51.1 | -7.8 | 13.2 | 96.8 | -17.7 | 237.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2015
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