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RFITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 19.74 0.18(0.92%) May 03
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (7%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.20% |
Expenses | 0.73% |
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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(%) | 0.3 | 5.3 | 19.6 | 3.7 | 9.7 | 9.1 | 11.3 | 17.7 | -24.5 | 12.1 | 19.4 | 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 | 1.23 | 1.58 | 0.08 | 0.45 | 0.56 | 0.72 | 1.2 | -1.2 | 0.99 | 0.7 | 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 | 4.9 | 9.8 | 26.5 | 29.3 | 29.3 | 29.3 | 9.8 | 25.9 | 5.3 | 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 | 10.2 | 10.4 | 14.7 | 17.5 | 14.6 | 14.6 | 11.3 | 21.6 | 12.2 | 27.3 | 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 | 0.15 | 0.19 | 0.01 | 0.1 | 0.1 | 0.13 | 0.17 | -0.31 | 0.15 | 0.25 | 0.29 | -0.09 | 0.28 | 0.09 | 0.01 | 0.08 | 0.32 | 0.19 | -0.03 | 0.15 | 0.49 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.05 | -0.04 | 0.02 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 |
Beta | NA | 0.84 | 0.85 | 0.83 | 0.8 | 0.8 | 0.82 | 0.8 | 0.83 | 0.82 | 0.77 | 0.81 | 0.78 | 0.78 | 0.89 | 0.79 | 0.84 | 0.84 | 0.86 | 0.85 | 0.84 | 0.82 |
RSquared | NA | 0.92 | 0.92 | 0.95 | 0.96 | 0.95 | 0.95 | 0.87 | 0.86 | 0.78 | 0.97 | 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 | 3.0 | 4.3 | 5.2 | 5.4 | N/A | 3.1 | 5.6 | 5.2 | 3.9 | 5.4 | 4.6 | 3.1 | 4.0 | 5.0 | 4.2 | 2.8 | 3.1 | 2.4 | 3.9 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | -57.6 | 28.0 | 47.3 | N/A | N/A | -57.6 | 21.6 | 51.6 | -12.3 | 4.3 | 75.0 | -16.7 | -23.8 | 21.2 | 85.7 | 0.0 | 27.3 | -33.3 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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