Find A Portfolio/Ticker
Comparison Box
RHBTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 12.08 0.05(0.42%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.62% |
Expenses | 0.30% |
Sign up to get fund ranking change alerts |
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(%) | 0.8 | 2.0 | 8.2 | 1.7 | 5.2 | 5.1 | 5.4 | -13.7 | 4.7 | 5.2 | 14.9 | -7.1 | 11.0 | 7.4 | -1.2 |
Sharpe Ratio | NA | 0.19 | 0.62 | -0.1 | 0.4 | 0.57 | 0.16 | -1.4 | 0.67 | 0.35 | 2.96 | -1.12 | 3.46 | 1.13 | -1.5 |
Draw Down(%) | NA | 2.8 | 5.8 | 16.1 | 16.7 | 16.7 | 5.8 | 16.1 | 4.4 | 16.7 | 2.2 | 10.2 | 0.9 | 4.3 | 2.6 |
Standard Deviation(%) | NA | 5.7 | 6.1 | 7.5 | 8.8 | 7.6 | 7.2 | 10.8 | 6.9 | 14.2 | 4.6 | 7.5 | 3.0 | 6.3 | 7.3 |
Treynor Ratio | NA | 0.03 | 0.09 | -0.02 | 0.09 | 0.12 | 0.03 | -0.41 | 0.14 | 0.13 | 0.41 | -0.24 | 0.38 | 0.17 | -0.26 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | 0.02 | -0.03 | 0.02 | 0.01 | -0.01 |
Beta | NA | 0.38 | 0.41 | 0.37 | 0.37 | 0.37 | 0.36 | 0.37 | 0.32 | 0.37 | 0.33 | 0.35 | 0.28 | 0.43 | 0.43 |
RSquared | NA | 0.64 | 0.67 | 0.77 | 0.86 | 0.85 | 0.45 | 0.73 | 0.42 | 0.85 | 0.85 | 0.62 | 0.42 | 0.86 | 0.93 |
Yield(%) | N/A | 0.0 | 3.8 | 3.9 | 4.5 | N/A | 3.9 | 3.4 | 5.4 | 4.5 | 4.7 | 4.2 | 3.2 | 3.4 | 5.5 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | N/A | N/A | N/A | 0.0 | -34.3 | 26.4 | 6.0 | 2.0 | 44.1 | -2.9 | -42.6 | 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 EQUITY Asset Class Trend Rankings |