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RHBTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 12.58 0.07(0.56%) May 12
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.16% |
| Expenses | 0.30% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 11/23/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 3.5 | 6.8 | 4.7 | 4.9 | 5.0 | 5.9 | 8.5 | -11.3 | 6.4 | 8.1 | 14.8 | -2.9 | 11.0 | 7.4 | -1.2 |
| Sharpe Ratio | NA | 0.63 | -0.02 | 0.07 | 0.26 | 0.42 | -0.12 | 0.68 | -1.25 | 1.06 | 0.57 | 2.92 | -0.67 | 3.46 | 1.14 | -1.5 |
| Draw Down(%) | NA | 5.4 | 6.3 | 10.5 | 18.4 | 18.4 | 4.3 | 5.8 | 16.1 | 2.8 | 16.7 | 2.2 | 8.0 | 0.9 | 4.3 | 2.6 |
| Standard Deviation(%) | NA | 8.7 | 7.1 | 7.7 | 7.5 | 7.6 | 5.9 | 6.3 | 10.2 | 6.0 | 13.7 | 4.6 | 6.2 | 3.0 | 6.3 | 7.3 |
| Treynor Ratio | NA | 0.19 | 0.0 | 0.01 | 0.06 | 0.09 | -0.02 | 0.12 | -0.34 | 0.19 | 0.21 | 0.4 | -0.12 | 0.38 | 0.17 | -0.26 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.28 | 0.3 | 0.35 | 0.35 | 0.36 | 0.35 | 0.36 | 0.37 | 0.34 | 0.38 | 0.33 | 0.35 | 0.28 | 0.43 | 0.43 |
| RSquared | NA | 0.8 | 0.68 | 0.71 | 0.73 | 0.81 | 0.58 | 0.59 | 0.83 | 0.61 | 0.92 | 0.85 | 0.9 | 0.42 | 0.86 | 0.93 |
| Yield(%) | N/A | 0.0 | 3.2 | 2.9 | 2.8 | N/A | 3.3 | 3.1 | 2.4 | 1.8 | 2.8 | 4.6 | 4.2 | 3.2 | 3.4 | 5.5 |
| Dividend Growth(%) | N/A | -100.0 | 10.7 | -1.0 | N/A | N/A | 10.7 | 11.9 | 40.3 | -33.8 | -32.7 | 2.1 | 42.5 | -3.1 | -42.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2015
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