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RHFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 18.37 0.04(0.22%) May 07
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 4.89% |
Expenses | 0.35% |
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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(%) | 2.3 | 5.0 | 15.7 | 3.4 | 8.6 | 7.9 | 13.6 | -20.9 | 9.4 | 13.2 | 23.5 | -9.9 | 20.9 | 7.9 | -1.9 |
Sharpe Ratio | NA | 0.98 | 1.3 | 0.05 | 0.44 | 0.57 | 0.98 | -1.25 | 0.87 | 0.52 | 2.41 | -0.84 | 3.81 | 0.66 | -1.36 |
Draw Down(%) | NA | 4.0 | 8.4 | 23.2 | 26.7 | 26.7 | 8.4 | 23.0 | 5.4 | 26.7 | 4.8 | 15.9 | 1.8 | 9.5 | 3.9 |
Standard Deviation(%) | NA | 8.5 | 8.7 | 12.3 | 15.2 | 13.4 | 9.5 | 17.9 | 10.8 | 24.7 | 9.2 | 13.3 | 5.3 | 11.5 | 12.4 |
Treynor Ratio | NA | 0.12 | 0.16 | 0.01 | 0.1 | 0.11 | 0.15 | -0.33 | 0.14 | 0.19 | 0.31 | -0.16 | 0.32 | 0.09 | -0.23 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.04 | -0.03 | -0.01 | 0.01 | -0.03 | 0.03 | -0.01 | -0.01 |
Beta | NA | 0.67 | 0.69 | 0.67 | 0.68 | 0.69 | 0.64 | 0.67 | 0.66 | 0.68 | 0.71 | 0.72 | 0.64 | 0.82 | 0.74 |
RSquared | NA | 0.92 | 0.91 | 0.95 | 0.96 | 0.95 | 0.82 | 0.88 | 0.71 | 0.95 | 0.95 | 0.84 | 0.72 | 0.94 | 0.98 |
Yield(%) | N/A | 0.0 | 3.0 | 4.2 | 5.1 | N/A | 3.2 | 4.5 | 6.0 | 4.2 | 5.2 | 4.5 | 3.0 | 3.9 | 5.5 |
Dividend Growth(%) | N/A | -100.0 | -43.6 | N/A | N/A | N/A | -43.7 | -17.9 | 60.6 | -4.3 | 3.0 | 76.3 | -19.1 | -34.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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