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RFVTX: American Funds 2065 Target Date Retirement Fund Class R-6 (MUTUAL FUND)
Basic Info 18.33 0.08(0.44%) May 16
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 03/30/2020 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.74% |
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Performance Analytics (As of 05/16/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 03/30/2020 |
2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.9 | 4.8 | 8.3 | 10.6 | 11.3 | 12.9 | 12.5 | 20.7 | -22.1 | 16.4 | 44.0 |
| Sharpe Ratio | NA | 0.48 | 0.12 | 0.4 | 0.56 | 0.65 | 0.51 | 1.47 | -1.11 | 1.4 | 3.45 |
| Draw Down(%) | NA | 15.5 | 16.5 | 16.5 | 27.9 | 27.9 | 7.1 | 10.0 | 26.6 | 5.3 | 6.7 |
| Standard Deviation(%) | NA | 21.7 | 16.4 | 15.5 | 15.3 | 15.7 | 11.6 | 11.3 | 21.2 | 11.7 | 17.8 |
| Treynor Ratio | NA | 0.13 | 0.02 | 0.08 | 0.11 | 0.13 | 0.07 | 0.21 | -0.28 | 0.2 | 0.92 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.03 | -0.02 | 0.05 |
| Beta | NA | 0.78 | 0.79 | 0.81 | 0.81 | 0.78 | 0.85 | 0.81 | 0.83 | 0.83 | 0.66 |
| RSquared | NA | 0.97 | 0.93 | 0.94 | 0.94 | 0.9 | 0.89 | 0.94 | 0.95 | 0.94 | 0.76 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.7 | 0.9 | N/A | 0.0 | 1.6 | 0.6 | 0.9 | 1.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | 96.2 | -18.8 | 32.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2020
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