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RHETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 16.66 0.11(0.66%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.07% |
Expenses | 0.33% |
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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 | 3.6 | 13.3 | 2.6 | 7.2 | 7.1 | 11.0 | -18.3 | 5.9 | 10.8 | 22.1 | -8.6 | 18.2 | 7.5 | -1.7 |
Sharpe Ratio | NA | 0.69 | 1.07 | 0.0 | 0.43 | 0.59 | 0.81 | -1.31 | 0.59 | 0.52 | 2.69 | -0.88 | 3.7 | 0.7 | -1.36 |
Draw Down(%) | NA | 3.7 | 7.6 | 20.9 | 22.3 | 22.3 | 7.6 | 20.9 | 6.3 | 22.3 | 3.9 | 13.9 | 1.5 | 8.5 | 3.6 |
Standard Deviation(%) | NA | 7.4 | 7.8 | 10.5 | 12.6 | 11.3 | 8.5 | 15.0 | 9.9 | 20.2 | 7.7 | 11.3 | 4.8 | 10.4 | 11.4 |
Treynor Ratio | NA | 0.09 | 0.14 | 0.0 | 0.1 | 0.12 | 0.13 | -0.35 | 0.11 | 0.19 | 0.36 | -0.17 | 0.32 | 0.1 | -0.23 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.04 | -0.03 | -0.01 | 0.01 | -0.03 | 0.02 | -0.01 | -0.01 |
Beta | NA | 0.56 | 0.6 | 0.56 | 0.56 | 0.58 | 0.54 | 0.56 | 0.52 | 0.56 | 0.57 | 0.6 | 0.56 | 0.74 | 0.68 |
RSquared | NA | 0.85 | 0.86 | 0.92 | 0.94 | 0.93 | 0.74 | 0.86 | 0.54 | 0.93 | 0.89 | 0.81 | 0.68 | 0.94 | 0.98 |
Yield(%) | N/A | 0.0 | 3.0 | 4.3 | 4.9 | N/A | 3.2 | 3.8 | 7.1 | 4.1 | 6.4 | 4.3 | 3.0 | 3.9 | 5.4 |
Dividend Growth(%) | N/A | -100.0 | -30.5 | N/A | N/A | N/A | -31.3 | -43.2 | 87.3 | -25.0 | 35.5 | 63.2 | -17.4 | -34.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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