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RFJTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 12.12 0.08(0.66%) May 03
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | (7%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.75% |
Expenses | 0.30% |
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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 | 1.7 | 12.0 | 3.0 | 6.2 | 5.7 | 8.0 | 5.5 | -13.7 | 4.7 | 10.0 | 14.9 | -2.7 | 11.2 | 7.6 | -0.6 | 6.6 | 15.7 | 11.6 | 2.3 | 10.3 | 20.8 |
Sharpe Ratio | NA | -0.04 | 1.1 | 0.08 | 0.49 | 0.63 | 0.88 | 0.17 | -1.39 | 0.66 | 0.71 | 2.98 | -0.66 | 3.69 | 1.17 | -0.09 | 1.17 | 2.43 | 1.66 | 0.19 | 1.07 | 2.78 |
Draw Down(%) | NA | 2.9 | 5.8 | 16.0 | 16.6 | 16.6 | 16.6 | 5.8 | 16.0 | 4.6 | 16.6 | 2.2 | 7.8 | 1.0 | 4.3 | 6.9 | 3.8 | 5.1 | 5.2 | 10.2 | 7.5 | 4.1 |
Standard Deviation(%) | NA | 5.5 | 7.2 | 7.9 | 8.9 | 7.5 | 8.1 | 7.3 | 10.9 | 7.1 | 13.7 | 4.5 | 6.1 | 2.9 | 6.3 | 6.9 | 5.6 | 6.5 | 7.0 | 12.2 | 9.6 | 11.8 |
Treynor Ratio | NA | 0.0 | 0.0 | 0.03 | 0.08 | 0.07 | 0.09 | 0.0 | -0.14 | 0.05 | 0.08 | 0.3 | -0.1 | 0.48 | 0.11 | -0.01 | 0.08 | 0.17 | 0.13 | 0.03 | 0.12 | 0.35 |
Alpha | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.0 | -0.01 | 0.04 | 0.0 | 0.04 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.03 |
Beta | NA | NA | 0.42 | 0.2 | 0.58 | 0.69 | 0.81 | NA | 1.09 | 0.9 | 1.18 | 0.46 | 0.42 | 0.22 | 0.7 | 0.5 | 0.81 | 0.91 | 0.87 | 0.91 | 0.84 | 0.94 |
RSquared | NA | 0.0 | 0.0 | 0.05 | 0.32 | 0.46 | 0.67 | 0.0 | 0.35 | 0.33 | 0.97 | 0.38 | 0.37 | 0.21 | 0.73 | 0.46 | 0.75 | 0.85 | 0.88 | 0.95 | 0.93 | 0.92 |
Yield(%) | N/A | 0.0 | 7.9 | 5.3 | 5.4 | 4.9 | N/A | 8.1 | 3.5 | 5.5 | 4.6 | 4.8 | 4.3 | 3.2 | 3.5 | 5.5 | 4.4 | 4.2 | 4.4 | 3.7 | 4.4 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | 100.0 | 31.8 | 37.1 | N/A | N/A | 100.0 | -33.3 | 25.5 | 5.8 | 4.0 | 42.9 | -2.8 | -41.0 | 29.8 | 14.6 | 2.5 | 17.6 | -10.5 | 46.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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