Find A Portfolio/Ticker
Comparison Box
RFUTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 16.89 0.16(0.96%) May 03
Asset Class: | Target Date 2056-2060 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/30/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.41% |
Expenses | 0.38% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 5.4 | 20.4 | 3.6 | 9.7 | 8.7 | 18.8 | -24.6 | 13.0 | 16.1 | 25.5 | -9.1 | 22.5 | 8.4 | -2.5 |
Sharpe Ratio | NA | 1.25 | 1.62 | 0.07 | 0.44 | 0.52 | 1.28 | -1.2 | 1.07 | 0.58 | 2.34 | -0.74 | 3.8 | 0.68 | -0.25 |
Draw Down(%) | NA | 4.9 | 10.0 | 27.3 | 29.3 | 29.3 | 10.0 | 26.6 | 5.3 | 29.3 | 5.4 | 16.1 | 2.0 | 10.0 | 11.5 |
Standard Deviation(%) | NA | 10.5 | 10.6 | 15.1 | 17.7 | 15.2 | 11.5 | 21.8 | 12.1 | 27.5 | 10.4 | 14.1 | 5.8 | 12.0 | 13.0 |
Treynor Ratio | NA | 0.15 | 0.2 | 0.01 | 0.1 | 0.1 | 0.18 | -0.31 | 0.16 | 0.2 | 0.3 | -0.13 | 0.31 | 0.1 | -0.04 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.05 | -0.04 | 0.0 | 0.0 | -0.02 | 0.03 | -0.01 | 0.0 |
Beta | NA | 0.87 | 0.87 | 0.85 | 0.81 | 0.81 | 0.82 | 0.84 | 0.83 | 0.77 | 0.81 | 0.79 | 0.71 | 0.86 | 0.81 |
RSquared | NA | 0.92 | 0.92 | 0.95 | 0.96 | 0.95 | 0.88 | 0.88 | 0.82 | 0.96 | 0.96 | 0.9 | 0.74 | 0.94 | 0.95 |
Yield(%) | N/A | 0.0 | 2.6 | 3.7 | 4.4 | N/A | 2.8 | 4.9 | 4.3 | 3.3 | 4.3 | 3.4 | 2.1 | 2.7 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -56.3 | N/A | N/A | N/A | -56.3 | 29.9 | 48.9 | -6.2 | 11.6 | 95.5 | -15.4 | 225.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2056-2060 Asset Class Trend Rankings |