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RFFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 18.35 0.14(0.77%) May 03
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (6%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.99% |
Expenses | 0.35% |
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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(%) | 0.4 | 4.0 | 18.8 | 4.1 | 9.3 | 8.7 | 11.0 | 13.6 | -20.8 | 15.5 | 17.5 | 23.3 | -5.1 | 21.0 | 8.0 | 0.6 | 7.0 | 26.0 | 16.6 | -2.1 | 13.3 | 25.1 |
Sharpe Ratio | NA | 0.95 | 1.66 | 0.13 | 0.49 | 0.59 | 0.76 | 0.99 | -1.25 | 1.56 | 0.71 | 2.36 | -0.52 | 3.92 | 0.68 | 0.05 | 0.73 | 2.75 | 1.52 | -0.11 | 0.86 | 2.55 |
Draw Down(%) | NA | 4.0 | 8.4 | 23.1 | 26.6 | 26.6 | 26.6 | 8.4 | 22.9 | 4.2 | 26.6 | 4.8 | 14.8 | 1.7 | 9.6 | 11.1 | 7.0 | 6.6 | 8.9 | 18.1 | 12.0 | 6.0 |
Standard Deviation(%) | NA | 8.3 | 9.2 | 12.4 | 15.2 | 13.0 | 13.5 | 9.5 | 17.9 | 9.9 | 24.4 | 9.3 | 12.4 | 5.2 | 11.5 | 12.2 | 9.5 | 9.4 | 11.0 | 19.7 | 15.3 | 15.6 |
Treynor Ratio | NA | 0.08 | 0.17 | 0.02 | 0.07 | 0.08 | 0.11 | 0.1 | -0.22 | 0.83 | 0.17 | 0.2 | -0.06 | 0.21 | 0.08 | 0.01 | 0.07 | 0.27 | 0.18 | -0.02 | 0.15 | 0.45 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | -0.02 | 0.04 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 |
Beta | NA | 1.01 | 0.91 | 0.99 | 1.01 | 1.02 | 0.98 | 0.91 | 1.01 | 0.19 | 1.01 | 1.09 | 1.07 | 1.0 | 1.0 | 1.02 | 1.04 | 0.97 | 0.94 | 0.92 | 0.91 | 0.89 |
RSquared | NA | 0.95 | 0.73 | 0.92 | 0.96 | 0.97 | 0.97 | 0.78 | 0.89 | 0.17 | 0.99 | 0.98 | 0.98 | 0.94 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 |
Yield(%) | N/A | 0.0 | 6.3 | 5.2 | 5.8 | 5.7 | N/A | 6.6 | 4.5 | 6.1 | 4.3 | 5.4 | 4.6 | 3.2 | 4.0 | 5.6 | 4.1 | 2.7 | 3.4 | 2.4 | 3.2 | 2.9 |
Dividend Growth(%) | N/A | -100.0 | 15.7 | 44.0 | 58.1 | N/A | N/A | 15.7 | -18.3 | 60.3 | -5.6 | 4.3 | 72.5 | -16.7 | -33.3 | 44.0 | 78.6 | -9.7 | 34.8 | -17.9 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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