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RFUTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 20.25 0.04(0.20%) July 25
See more info about RFUTXAsset Class: | Target Date 2056-2060 |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 03/30/2015 |
Last Dividend Date: | 12/26/2024 |
12-Mo. Yield | 3.38% |
Expenses | 0.38% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/30/2015 | 2024 | 2023 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.1 | 12.9 | 19.3 | 16.3 | 11.6 | 10.3 | 10.2 | 15.6 | 21.6 |
Sharpe Ratio ? | NA | 1.05 | 0.8 | 0.96 | 0.64 | 0.57 | 0.58 | 1.06 | 1.61 |
Draw Down(%) ? | NA | 15.5 | 15.5 | 15.5 | 27.3 | 29.3 | 29.3 | 7.1 | 10.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2015
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