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RFITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 21.2 0.35(1.68%) May 02
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.73% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 1.4 | 8.4 | 6.5 | 8.8 | 7.4 | 8.9 | 10.2 | 11.5 | 19.5 | -23.7 | 13.2 | 16.5 | 25.0 | -5.6 | 22.6 | 8.3 | 0.7 | 7.0 | 26.6 | 16.7 | -2.3 | 13.1 | 25.2 |
| Sharpe Ratio | NA | 0.07 | 0.13 | 0.14 | 0.41 | 0.37 | NA | 0.62 | 0.42 | 1.4 | -1.18 | 1.11 | 0.59 | 2.29 | -0.51 | 3.93 | 0.67 | 0.05 | 0.72 | 2.77 | 1.49 | -0.11 | 0.84 | 2.55 |
| Draw Down(%) | NA | 14.9 | 16.4 | 16.4 | 29.0 | 29.3 | NA | 29.3 | 6.7 | 9.8 | 25.9 | 5.2 | 29.3 | 5.4 | 16.0 | 1.9 | 10.1 | 11.6 | 7.1 | 6.6 | 9.0 | 18.4 | 12.4 | 6.0 |
| Standard Deviation(%) | NA | 21.6 | 15.9 | 15.7 | 15.3 | 15.3 | NA | 14.8 | 11.5 | 11.1 | 21.3 | 11.9 | 27.4 | 10.3 | 13.7 | 5.6 | 12.1 | 12.6 | 9.8 | 9.6 | 11.3 | 20.1 | 15.6 | 15.7 |
| Treynor Ratio | NA | 0.02 | 0.03 | 0.03 | 0.08 | 0.07 | NA | 0.11 | 0.06 | 0.19 | -0.3 | 0.16 | 0.22 | 0.29 | -0.09 | 0.28 | 0.09 | 0.01 | 0.08 | 0.32 | 0.19 | -0.03 | 0.15 | 0.49 |
| Alpha | NA | 0.04 | -0.01 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.01 | -0.04 | -0.03 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 |
| Beta | NA | 0.76 | 0.78 | 0.8 | 0.81 | 0.79 | NA | 0.8 | 0.83 | 0.81 | 0.82 | 0.83 | 0.74 | 0.81 | 0.78 | 0.78 | 0.89 | 0.79 | 0.84 | 0.84 | 0.86 | 0.85 | 0.84 | 0.82 |
| RSquared | NA | 0.97 | 0.91 | 0.89 | 0.89 | 0.9 | NA | 0.92 | 0.84 | 0.92 | 0.88 | 0.84 | 0.88 | 0.96 | 0.94 | 0.87 | 0.94 | 0.95 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 | 0.94 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.9 | 1.2 | 2.8 | 4.1 | N/A | 0.0 | 1.9 | 0.8 | 1.2 | 1.0 | 5.3 | 4.5 | 3.1 | 4.0 | 4.9 | 4.3 | 2.7 | 3.1 | 2.4 | 3.8 | 3.3 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -57.9 | -70.8 | N/A | N/A | N/A | -100.0 | 69.5 | -20.2 | 28.2 | -76.6 | 4.4 | 73.8 | -17.5 | -22.6 | 20.3 | 88.8 | 0.4 | 24.4 | -32.6 | 45.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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See Target Date 2046-2050 Asset Class Trend Rankings |
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