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RFDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 14.98 0.11(0.74%) May 03
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | (8%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.88% |
Expenses | 0.32% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 2.3 | 9.8 | 1.9 | 6.5 | 6.4 | 9.3 | 8.3 | -16.3 | 4.6 | 13.7 | 17.9 | -3.5 | 15.3 | 7.4 | 0.1 | 6.7 | 23.8 | 15.6 | -1.0 | 13.2 | 23.6 |
Sharpe Ratio | NA | 0.24 | 0.86 | -0.06 | 0.43 | 0.58 | 0.79 | 0.52 | -1.37 | 0.52 | 0.8 | 2.64 | -0.56 | 3.94 | 0.83 | 0.01 | 0.83 | 2.7 | 1.54 | -0.06 | 0.95 | 2.56 |
Draw Down(%) | NA | 3.2 | 6.7 | 18.8 | 19.2 | 19.2 | 19.2 | 6.7 | 18.8 | 6.0 | 19.2 | 3.1 | 10.5 | 1.2 | 6.4 | 8.6 | 5.6 | 6.4 | 8.0 | 16.2 | 10.7 | 5.4 |
Standard Deviation(%) | NA | 6.2 | 6.8 | 9.0 | 10.7 | 9.3 | 10.8 | 7.8 | 12.9 | 8.8 | 16.7 | 6.2 | 8.6 | 3.7 | 8.6 | 9.4 | 8.1 | 8.8 | 10.2 | 18.1 | 13.9 | 14.6 |
Treynor Ratio | NA | 0.02 | 0.07 | -0.01 | 0.16 | 0.16 | 0.18 | 0.05 | -0.2 | 0.06 | 0.29 | 3.23 | -0.21 | 0.17 | 0.08 | 0.0 | 0.06 | 0.22 | 0.14 | -0.01 | 0.13 | 0.38 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 | 0.03 | 0.06 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.9 | 0.84 | 0.88 | 0.28 | 0.33 | 0.48 | 0.84 | 0.9 | 0.8 | 0.46 | 0.05 | 0.23 | 0.88 | 0.92 | 0.95 | 1.09 | 1.09 | 1.08 | 1.05 | 1.0 | 0.99 |
RSquared | NA | 0.93 | 0.79 | 0.92 | 0.32 | 0.37 | 0.5 | 0.68 | 0.89 | 0.44 | 0.51 | 0.08 | 0.29 | 0.91 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 |
Yield(%) | N/A | 0.0 | 3.5 | 4.4 | 4.8 | 4.8 | N/A | 3.6 | 3.6 | 6.9 | 4.2 | 4.5 | 4.1 | 3.0 | 3.6 | 5.8 | 4.1 | 2.9 | 3.5 | 2.8 | 3.6 | 3.0 |
Dividend Growth(%) | N/A | -100.0 | -15.5 | 24.6 | 31.1 | N/A | N/A | -15.5 | -45.3 | 76.7 | 7.1 | 1.8 | 52.8 | -12.2 | -42.3 | 47.9 | 65.5 | -6.5 | 19.2 | -16.1 | 47.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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