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RHDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 14.91 0.08(0.54%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.77% |
Expenses | 0.32% |
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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 | 2.7 | 14.2 | 3.1 | 7.0 | 6.6 | 8.3 | -16.3 | 4.5 | 9.4 | 17.9 | -7.5 | 15.2 | 7.1 | -1.5 |
Sharpe Ratio | NA | 0.42 | 1.24 | 0.06 | 0.49 | 0.62 | 0.52 | -1.38 | 0.51 | 0.54 | 2.67 | -0.93 | 3.74 | 0.81 | -1.44 |
Draw Down(%) | NA | 3.3 | 6.7 | 18.9 | 19.2 | 19.2 | 6.7 | 18.8 | 5.9 | 19.2 | 3.1 | 11.9 | 1.2 | 6.4 | 3.1 |
Standard Deviation(%) | NA | 6.4 | 7.7 | 9.2 | 10.8 | 9.5 | 7.8 | 12.9 | 8.8 | 17.1 | 6.2 | 9.5 | 3.9 | 8.6 | 9.5 |
Treynor Ratio | NA | 0.06 | 0.19 | 0.01 | 0.11 | 0.12 | 0.09 | -0.38 | 0.1 | 0.2 | 0.36 | -0.18 | 0.34 | 0.11 | -0.24 |
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 | 0.46 | 0.5 | 0.47 | 0.47 | 0.48 | 0.45 | 0.47 | 0.43 | 0.47 | 0.47 | 0.5 | 0.43 | 0.6 | 0.56 |
RSquared | NA | 0.76 | 0.62 | 0.82 | 0.9 | 0.89 | 0.61 | 0.82 | 0.46 | 0.91 | 0.91 | 0.78 | 0.6 | 0.92 | 0.98 |
Yield(%) | N/A | 0.0 | 6.7 | 5.2 | 5.4 | N/A | 7.0 | 3.5 | 6.7 | 4.1 | 4.4 | 3.9 | 2.9 | 3.5 | 5.7 |
Dividend Growth(%) | N/A | -100.0 | 68.9 | N/A | N/A | N/A | 67.9 | -45.6 | 77.6 | 7.4 | 1.9 | 51.4 | -12.5 | -43.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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