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RFKTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 24.94 0.23(0.93%) May 03
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (11%) |
Start Date: | 02/23/2010 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.01% |
Expenses | 0.38% |
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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 02/23/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 5.5 | 20.2 | 3.7 | 9.7 | 9.1 | 10.4 | 18.4 | -24.9 | 12.3 | 19.4 | 25.1 | -5.7 | 22.6 | 8.3 | 0.6 | 7.0 | 26.6 | 16.8 | -2.3 | 16.2 |
Sharpe Ratio | NA | 1.27 | 1.61 | 0.08 | 0.45 | 0.55 | 0.66 | 1.25 | -1.21 | 1.01 | 0.7 | 2.3 | -0.51 | 3.93 | 0.67 | 0.05 | 0.72 | 2.8 | 1.49 | -0.12 | 1.21 |
Draw Down(%) | NA | 4.9 | 10.0 | 27.1 | 29.3 | 29.3 | 29.3 | 10.0 | 26.4 | 5.3 | 29.3 | 5.3 | 16.1 | 1.9 | 10.1 | 11.5 | 7.1 | 6.6 | 9.0 | 18.5 | 12.3 |
Standard Deviation(%) | NA | 10.5 | 10.6 | 15.0 | 17.6 | 14.7 | 14.6 | 11.5 | 21.8 | 12.2 | 27.4 | 10.3 | 13.7 | 5.6 | 12.1 | 12.7 | 9.7 | 9.5 | 11.3 | 20.2 | 15.6 |
Treynor Ratio | NA | 0.15 | 0.2 | 0.01 | 0.1 | 0.1 | 0.12 | 0.18 | -0.31 | 0.15 | 0.25 | 0.29 | -0.09 | 0.28 | 0.09 | 0.01 | 0.08 | 0.32 | 0.2 | -0.03 | 0.22 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.05 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 |
Beta | NA | 0.87 | 0.87 | 0.84 | 0.81 | 0.81 | 0.82 | 0.82 | 0.84 | 0.82 | 0.77 | 0.81 | 0.78 | 0.79 | 0.9 | 0.79 | 0.83 | 0.83 | 0.86 | 0.85 | 0.85 |
RSquared | NA | 0.92 | 0.92 | 0.95 | 0.96 | 0.95 | 0.95 | 0.88 | 0.87 | 0.79 | 0.97 | 0.96 | 0.95 | 0.87 | 0.95 | 0.93 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 2.8 | 4.2 | 4.9 | 5.1 | N/A | 3.0 | 5.4 | 5.0 | 3.7 | 5.0 | 4.2 | 2.9 | 3.7 | 4.2 | 3.7 | 2.7 | 2.9 | 3.1 | 2.4 |
Dividend Growth(%) | N/A | -100.0 | -59.0 | 31.7 | 59.6 | N/A | N/A | -59.0 | 23.1 | 53.9 | -11.6 | 6.2 | 76.1 | -16.4 | -15.4 | 18.2 | 61.8 | 6.2 | -8.6 | 45.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2010
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