Find A Portfolio/Ticker
Comparison Box
RHETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 17.71 0.2(1.14%) May 12
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 2.33% |
| Expenses | 0.33% |
| Sign up to get fund ranking change alerts | |
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(%) | 1.0 | 3.3 | 8.0 | 6.5 | 6.4 | 6.8 | 9.0 | 13.5 | -16.8 | 7.1 | 12.5 | 21.8 | -4.3 | 18.2 | 7.5 | -1.7 |
| Sharpe Ratio | NA | 0.26 | 0.05 | 0.23 | 0.31 | 0.44 | 0.31 | 1.13 | -1.25 | 0.76 | 0.61 | 2.64 | -0.54 | 3.7 | 0.7 | -1.36 |
| Draw Down(%) | NA | 8.6 | 9.0 | 12.1 | 25.0 | 25.0 | 4.2 | 7.6 | 20.9 | 5.3 | 22.3 | 3.9 | 12.6 | 1.5 | 8.5 | 3.6 |
| Standard Deviation(%) | NA | 12.9 | 9.8 | 10.5 | 10.7 | 11.3 | 7.6 | 8.2 | 14.6 | 9.3 | 20.0 | 7.7 | 10.4 | 4.8 | 10.4 | 11.4 |
| Treynor Ratio | NA | 0.07 | 0.01 | 0.05 | 0.06 | 0.09 | 0.04 | 0.17 | -0.32 | 0.13 | 0.22 | 0.36 | -0.09 | 0.32 | 0.1 | -0.23 |
| Alpha | NA | 0.04 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.03 | -0.02 | 0.0 | 0.01 | -0.01 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 0.45 | 0.47 | 0.53 | 0.54 | 0.56 | 0.53 | 0.54 | 0.56 | 0.54 | 0.56 | 0.57 | 0.6 | 0.56 | 0.74 | 0.68 |
| RSquared | NA | 0.94 | 0.88 | 0.87 | 0.85 | 0.89 | 0.83 | 0.81 | 0.92 | 0.64 | 0.96 | 0.89 | 0.95 | 0.68 | 0.94 | 0.98 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.2 | 2.1 | N/A | 2.4 | 2.4 | 1.6 | 1.2 | 1.7 | 6.5 | 4.3 | 3.1 | 3.9 | 5.4 |
| Dividend Growth(%) | N/A | -100.0 | 12.0 | -5.7 | N/A | N/A | 12.0 | 21.6 | 40.7 | -21.8 | -69.1 | 36.6 | 60.9 | -16.5 | -34.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/2015
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 |
Latest Articles Related to RHETX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
