Find A Portfolio/Ticker
Comparison Box
RHGTX: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 21.06 0.42(2.03%) May 12
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 1.55% |
| Expenses | 1.46% |
| 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(%) | 1.9 | 3.5 | 9.0 | 7.9 | 8.8 | 8.2 | 12.1 | 18.0 | -21.9 | 11.9 | 15.8 | 24.7 | -5.6 | 21.8 | 8.0 | -1.9 |
| Sharpe Ratio | NA | 0.07 | 0.03 | 0.27 | 0.38 | 0.42 | 0.53 | 1.32 | -1.18 | 1.04 | 0.58 | 2.36 | -0.53 | 3.85 | 0.67 | -1.33 |
| Draw Down(%) | NA | 13.5 | 14.0 | 14.0 | 28.0 | 28.6 | 5.9 | 9.3 | 24.6 | 4.8 | 28.6 | 5.2 | 15.6 | 1.9 | 9.9 | 3.9 |
| Standard Deviation(%) | NA | 19.2 | 14.3 | 14.3 | 14.3 | 14.6 | 10.4 | 10.5 | 19.8 | 11.4 | 26.4 | 9.9 | 13.1 | 5.5 | 11.8 | 12.7 |
| Treynor Ratio | NA | 0.02 | 0.01 | 0.05 | 0.07 | 0.08 | 0.07 | 0.19 | -0.31 | 0.16 | 0.21 | 0.31 | -0.09 | 0.31 | 0.09 | -0.22 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.04 | -0.02 | 0.0 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 0.68 | 0.7 | 0.73 | 0.74 | 0.75 | 0.76 | 0.74 | 0.76 | 0.76 | 0.74 | 0.76 | 0.76 | 0.67 | 0.84 | 0.75 |
| RSquared | NA | 0.97 | 0.93 | 0.91 | 0.9 | 0.93 | 0.9 | 0.93 | 0.91 | 0.83 | 0.97 | 0.95 | 0.95 | 0.74 | 0.94 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.6 | 1.6 | N/A | 1.7 | 1.9 | 1.0 | 1.0 | 1.1 | 5.8 | 4.6 | 3.1 | 4.0 | 5.1 |
| Dividend Growth(%) | N/A | -100.0 | 0.0 | -25.4 | N/A | N/A | 0.0 | 49.8 | 6.8 | 8.6 | -77.7 | 11.3 | 77.0 | -18.1 | -27.1 | 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 RHGTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
