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RHITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 19.73 0.21(1.08%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.13% |
Expenses | 0.73% |
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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(%) | 1.1 | 6.4 | 24.5 | 5.1 | 10.1 | 9.3 | 17.6 | -24.5 | 12.1 | 15.5 | 25.3 | -10.3 | 22.4 | 8.2 | -1.9 |
Sharpe Ratio | NA | 1.2 | 1.74 | 0.14 | 0.47 | 0.58 | 1.18 | -1.2 | 0.99 | 0.55 | 2.33 | -0.8 | 3.84 | 0.66 | -1.34 |
Draw Down(%) | NA | 4.8 | 9.8 | 26.6 | 29.3 | 29.3 | 9.8 | 26.0 | 5.2 | 29.3 | 5.4 | 16.7 | 1.9 | 10.1 | 4.0 |
Standard Deviation(%) | NA | 10.4 | 10.8 | 14.9 | 17.6 | 15.2 | 11.3 | 21.6 | 12.1 | 27.5 | 10.3 | 14.5 | 5.7 | 12.0 | 12.9 |
Treynor Ratio | NA | 0.15 | 0.22 | 0.03 | 0.11 | 0.11 | 0.17 | -0.32 | 0.15 | 0.2 | 0.3 | -0.15 | 0.31 | 0.09 | -0.23 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.05 | -0.03 | 0.0 | 0.0 | -0.03 | 0.03 | -0.01 | -0.01 |
Beta | NA | 0.83 | 0.84 | 0.81 | 0.79 | 0.79 | 0.79 | 0.8 | 0.79 | 0.77 | 0.8 | 0.79 | 0.7 | 0.86 | 0.77 |
RSquared | NA | 0.95 | 0.89 | 0.95 | 0.96 | 0.96 | 0.89 | 0.87 | 0.81 | 0.96 | 0.96 | 0.86 | 0.75 | 0.94 | 0.98 |
Yield(%) | N/A | 0.0 | 5.6 | 5.0 | 5.6 | N/A | 6.0 | 5.5 | 5.1 | 3.8 | 5.2 | 4.5 | 3.1 | 4.0 | 4.9 |
Dividend Growth(%) | N/A | -100.0 | -18.1 | N/A | N/A | N/A | -18.3 | 22.3 | 51.6 | -11.4 | 2.9 | 74.4 | -18.7 | -23.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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