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RHATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 11.45 0.04(0.35%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.38% |
Expenses | 0.28% |
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Performance Analytics (As of 05/03/2024)
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(%) | 0.7 | 1.8 | 7.3 | 1.6 | 4.8 | 4.9 | 4.7 | -12.5 | 5.0 | 4.9 | 14.4 | -6.4 | 10.1 | 7.4 | -1.1 |
Sharpe Ratio | NA | 0.1 | 0.51 | -0.12 | 0.4 | 0.58 | 0.06 | -1.39 | 0.84 | 0.37 | 3.19 | -1.17 | 3.4 | 1.18 | -1.53 |
Draw Down(%) | NA | 2.8 | 5.5 | 14.8 | 15.1 | 15.1 | 5.5 | 14.8 | 3.3 | 15.1 | 2.0 | 9.2 | 0.9 | 4.0 | 2.6 |
Standard Deviation(%) | NA | 5.6 | 5.9 | 7.0 | 8.0 | 6.9 | 6.9 | 10.0 | 5.9 | 12.8 | 4.1 | 6.7 | 2.8 | 6.1 | 7.0 |
Treynor Ratio | NA | 0.02 | 0.08 | -0.02 | 0.1 | 0.12 | 0.01 | -0.41 | 0.17 | 0.14 | 0.45 | -0.25 | 0.38 | 0.17 | -0.27 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | 0.02 | -0.02 | 0.02 | 0.01 | -0.01 |
Beta | NA | 0.36 | 0.39 | 0.34 | 0.33 | 0.33 | 0.33 | 0.34 | 0.3 | 0.33 | 0.29 | 0.31 | 0.25 | 0.41 | 0.4 |
RSquared | NA | 0.63 | 0.62 | 0.74 | 0.83 | 0.82 | 0.4 | 0.72 | 0.48 | 0.84 | 0.8 | 0.62 | 0.39 | 0.85 | 0.92 |
Yield(%) | N/A | 0.0 | 3.8 | 3.5 | 4.0 | N/A | 3.9 | 3.2 | 4.2 | 4.1 | 4.5 | 3.8 | 3.0 | 3.1 | 4.7 |
Dividend Growth(%) | N/A | -100.0 | 7.2 | N/A | N/A | N/A | 7.7 | -20.4 | 6.5 | 0.0 | 12.2 | 36.7 | 0.0 | -37.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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