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RFVTX: American Funds 2065 Target Date Retirement Fund Class R-6 (MUTUAL FUND)
Basic Info 16.94 0.01(0.06%) May 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/30/2020 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 2.20% |
Expenses | 0.74% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 9.0 | 23.2 | 5.2 | 7.5 | 19.2 | -22.7 | 15.5 | 43.0 |
Sharpe Ratio | NA | 2.07 | 1.81 | 0.19 | 0.88 | 1.31 | -1.14 | 1.32 | 3.37 |
Draw Down(%) | NA | 4.9 | 10.0 | 27.3 | 27.3 | 10.0 | 26.6 | 5.3 | 6.7 |
Standard Deviation(%) | NA | 10.5 | 10.7 | 15.1 | 15.5 | 11.4 | 21.3 | 11.8 | 17.8 |
Treynor Ratio | NA | 0.25 | 0.22 | 0.03 | 0.17 | 0.19 | -0.29 | 0.19 | 0.8 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | -0.02 | 0.02 |
Beta | NA | 0.86 | 0.87 | 0.83 | 0.81 | 0.81 | 0.83 | 0.81 | 0.75 |
RSquared | NA | 0.95 | 0.95 | 0.96 | 0.96 | 0.91 | 0.94 | 0.91 | 0.97 |
Yield(%) | N/A | 0.0 | 2.2 | 2.3 | N/A | 2.4 | 3.1 | 1.8 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | -40.2 | N/A | N/A | -40.4 | 100.0 | 160.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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