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RFETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 16.7 0.13(0.78%) May 03
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (7%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.18% |
Expenses | 0.33% |
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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(%) | 0.5 | 3.0 | 12.4 | 2.4 | 7.4 | 7.3 | 10.1 | 11.2 | -18.4 | 6.0 | 15.2 | 20.1 | -4.2 | 18.4 | 7.7 | 0.5 | 7.1 | 25.6 | 16.5 | -1.8 | 13.7 | 24.9 |
Sharpe Ratio | NA | 0.57 | 1.11 | 0.0 | 0.44 | 0.57 | 0.77 | 0.82 | -1.31 | 0.6 | 0.74 | 2.48 | -0.52 | 3.9 | 0.72 | 0.04 | 0.78 | 2.74 | 1.54 | -0.1 | 0.92 | 2.59 |
Draw Down(%) | NA | 3.7 | 7.5 | 20.8 | 22.3 | 22.3 | 22.3 | 7.5 | 20.8 | 6.4 | 22.3 | 3.8 | 12.5 | 1.4 | 8.4 | 10.3 | 6.6 | 6.5 | 8.6 | 17.7 | 11.4 | 5.8 |
Standard Deviation(%) | NA | 7.3 | 7.7 | 10.5 | 12.6 | 11.1 | 12.2 | 8.5 | 15.1 | 9.9 | 20.0 | 7.5 | 10.5 | 4.6 | 10.4 | 11.3 | 9.0 | 9.4 | 10.8 | 19.3 | 14.9 | 15.2 |
Treynor Ratio | NA | 0.04 | 0.1 | 0.0 | 0.06 | 0.07 | 0.1 | 0.08 | -0.21 | 0.07 | 0.16 | 0.21 | -0.06 | 0.22 | 0.08 | 0.0 | 0.07 | 0.25 | 0.17 | -0.02 | 0.14 | 0.43 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.03 |
Beta | NA | 0.95 | 0.87 | 0.93 | 0.93 | 0.96 | 0.97 | 0.86 | 0.95 | 0.9 | 0.92 | 0.91 | 0.95 | 0.83 | 0.95 | 0.95 | 1.04 | 1.01 | 0.97 | 0.99 | 0.95 | 0.92 |
RSquared | NA | 0.95 | 0.81 | 0.95 | 0.97 | 0.97 | 0.98 | 0.74 | 0.9 | 0.58 | 0.99 | 0.89 | 0.91 | 0.79 | 0.94 | 0.86 | 0.93 | 0.92 | 0.94 | 0.98 | 0.97 | 0.96 |
Yield(%) | N/A | 0.0 | 3.2 | 4.4 | 5.0 | 5.1 | N/A | 3.4 | 3.9 | 7.2 | 4.2 | 4.9 | 4.4 | 3.2 | 3.9 | 5.5 | 4.5 | 2.9 | 3.6 | 2.6 | 3.0 | 2.9 |
Dividend Growth(%) | N/A | -100.0 | -29.0 | 23.2 | 33.7 | N/A | N/A | -29.0 | -43.0 | 86.2 | 0.0 | 1.6 | 60.0 | -14.9 | -32.9 | 27.3 | 83.3 | -9.1 | 32.0 | -3.8 | 30.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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