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RHGTX: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 19.48 0.19(0.98%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.63% |
Expenses | 1.46% |
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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(%) | 1.0 | 5.9 | 23.1 | 5.1 | 9.9 | 9.2 | 16.1 | -22.8 | 10.9 | 14.7 | 25.1 | -10.3 | 21.8 | 8.0 | -1.9 |
Sharpe Ratio | NA | 1.14 | 1.71 | 0.16 | 0.49 | 0.6 | 1.11 | -1.2 | 0.93 | 0.54 | 2.42 | -0.83 | 3.85 | 0.66 | -1.33 |
Draw Down(%) | NA | 4.6 | 9.3 | 25.0 | 28.6 | 28.6 | 9.3 | 24.6 | 5.4 | 28.6 | 5.2 | 16.6 | 1.9 | 9.9 | 3.9 |
Standard Deviation(%) | NA | 9.8 | 10.3 | 14.0 | 16.7 | 14.6 | 10.7 | 20.2 | 11.7 | 26.5 | 9.9 | 14.0 | 5.5 | 11.8 | 12.7 |
Treynor Ratio | NA | 0.14 | 0.22 | 0.03 | 0.11 | 0.11 | 0.16 | -0.32 | 0.15 | 0.19 | 0.31 | -0.15 | 0.31 | 0.09 | -0.22 |
Alpha | NA | -0.01 | 0.0 | -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 | 0.78 | 0.79 | 0.76 | 0.75 | 0.76 | 0.74 | 0.75 | 0.74 | 0.74 | 0.76 | 0.76 | 0.67 | 0.84 | 0.75 |
RSquared | NA | 0.95 | 0.87 | 0.94 | 0.96 | 0.95 | 0.88 | 0.88 | 0.76 | 0.96 | 0.96 | 0.85 | 0.74 | 0.94 | 0.98 |
Yield(%) | N/A | 0.0 | 5.9 | 5.1 | 5.8 | N/A | 6.3 | 5.1 | 5.7 | 3.9 | 5.8 | 4.6 | 3.1 | 4.1 | 5.1 |
Dividend Growth(%) | N/A | -100.0 | -5.3 | N/A | N/A | N/A | -5.7 | 0.0 | 64.1 | -17.9 | 9.9 | 77.5 | -18.4 | -26.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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