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RHCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 13.22 0.07(0.53%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.81% |
Expenses | 0.30% |
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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(%) | 0.8 | 2.3 | 13.1 | 3.1 | 6.3 | 6.0 | 6.6 | -14.7 | 3.7 | 6.1 | 15.6 | -7.0 | 12.7 | 6.9 | -1.3 |
Sharpe Ratio | NA | 0.26 | 1.13 | 0.07 | 0.49 | 0.63 | 0.32 | -1.41 | 0.46 | 0.4 | 2.91 | -1.02 | 3.65 | 0.92 | -1.46 |
Draw Down(%) | NA | 3.1 | 6.3 | 17.1 | 17.1 | 17.1 | 6.3 | 17.1 | 5.7 | 17.1 | 2.4 | 10.6 | 1.0 | 5.1 | 2.7 |
Standard Deviation(%) | NA | 6.2 | 7.4 | 8.3 | 9.4 | 8.2 | 7.4 | 11.5 | 8.1 | 14.8 | 4.9 | 8.1 | 3.3 | 7.3 | 8.1 |
Treynor Ratio | NA | 0.04 | 0.19 | 0.01 | 0.12 | 0.13 | 0.06 | -0.4 | 0.11 | 0.15 | 0.39 | -0.21 | 0.36 | 0.13 | -0.25 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.04 | -0.02 | -0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 |
Beta | NA | 0.42 | 0.45 | 0.4 | 0.39 | 0.4 | 0.39 | 0.4 | 0.34 | 0.39 | 0.36 | 0.4 | 0.34 | 0.51 | 0.48 |
RSquared | NA | 0.69 | 0.53 | 0.75 | 0.85 | 0.85 | 0.5 | 0.76 | 0.35 | 0.86 | 0.88 | 0.69 | 0.51 | 0.9 | 0.97 |
Yield(%) | N/A | 0.0 | 7.1 | 5.3 | 5.5 | N/A | 7.3 | 3.5 | 6.7 | 4.7 | 4.6 | 4.1 | 3.0 | 3.4 | 4.2 |
Dividend Growth(%) | N/A | -100.0 | 77.3 | N/A | N/A | N/A | 78.0 | -45.7 | 50.8 | 15.1 | 3.9 | 50.0 | -8.1 | -24.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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