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RFTTX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 11.49 0.06(0.52%) May 03
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (8%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.51% |
Expenses | 0.28% |
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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(%) | 0.5 | 1.4 | 6.9 | 1.6 | 5.0 | 5.4 | 7.5 | 4.6 | -9.1 | 9.3 | 9.3 | 18.9 | -2.5 | 10.4 | 7.4 | -0.8 | 6.8 | 12.5 | 10.5 | 3.7 | 10.0 | 20.2 |
Sharpe Ratio | NA | -0.17 | 0.47 | -0.11 | 0.41 | 0.63 | 0.95 | 0.05 | -1.12 | 1.89 | 0.74 | 2.96 | -0.68 | 3.61 | 1.19 | -0.13 | 1.4 | 2.31 | 1.9 | 0.39 | 1.28 | 3.02 |
Draw Down(%) | NA | 2.8 | 5.5 | 14.7 | 15.0 | 15.0 | 15.0 | 5.5 | 14.7 | 2.2 | 15.0 | 2.0 | 7.2 | 1.0 | 4.0 | 6.8 | 3.5 | 4.9 | 4.1 | 7.9 | 6.0 | 3.6 |
Standard Deviation(%) | NA | 5.3 | 5.9 | 7.0 | 8.0 | 6.9 | 7.2 | 7.1 | 9.4 | 4.9 | 12.2 | 5.9 | 5.6 | 2.7 | 6.1 | 6.7 | 4.8 | 5.4 | 5.5 | 9.6 | 7.7 | 10.5 |
Treynor Ratio | NA | -0.01 | 0.03 | -0.01 | 0.03 | 0.04 | 0.05 | 0.0 | -0.1 | 0.09 | 0.07 | 0.16 | -0.03 | 0.09 | 0.05 | -0.01 | 0.05 | 0.1 | 0.08 | 0.02 | 0.07 | 0.19 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.02 | -0.01 | 0.0 |
Beta | NA | 1.02 | 1.01 | 1.03 | 1.12 | 1.17 | 1.25 | 0.94 | 1.04 | 1.06 | 1.25 | 1.11 | 1.25 | 1.08 | 1.37 | 1.48 | 1.45 | 1.31 | 1.37 | 1.49 | 1.35 | 1.63 |
RSquared | NA | 0.9 | 0.91 | 0.91 | 0.92 | 0.87 | 0.85 | 0.58 | 0.93 | 0.81 | 0.96 | 0.36 | 0.91 | 0.78 | 0.91 | 0.88 | 0.9 | 0.88 | 0.81 | 0.88 | 0.86 | 0.85 |
Yield(%) | N/A | 0.0 | 3.9 | 3.7 | 4.1 | 4.6 | N/A | 4.1 | 3.3 | 4.3 | 4.3 | 8.7 | 3.9 | 3.0 | 3.2 | 4.6 | 5.0 | 6.0 | 4.4 | 5.1 | 4.2 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | 7.3 | -24.4 | -9.2 | N/A | N/A | 7.3 | -19.6 | 6.2 | -46.1 | 107.0 | 38.7 | 0.0 | -35.4 | -5.9 | -12.1 | 45.0 | -14.9 | 27.0 | 48.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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