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RHJTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 24.82 0.27(1.10%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.97% |
Expenses | 0.38% |
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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 | 6.5 | 21.9 | 4.2 | 9.6 | 8.8 | 18.4 | -25.0 | 12.2 | 15.6 | 25.3 | -10.0 | 22.4 | 8.2 | -1.9 |
Sharpe Ratio | NA | 1.21 | 1.53 | 0.08 | 0.44 | 0.56 | 1.25 | -1.21 | 1.0 | 0.56 | 2.34 | -0.79 | 3.85 | 0.66 | -1.31 |
Draw Down(%) | NA | 4.9 | 9.9 | 27.2 | 29.3 | 29.3 | 9.9 | 26.5 | 5.3 | 29.3 | 5.4 | 16.5 | 2.0 | 10.1 | 4.1 |
Standard Deviation(%) | NA | 10.6 | 10.6 | 15.0 | 17.7 | 15.3 | 11.5 | 21.8 | 12.2 | 27.5 | 10.3 | 14.4 | 5.7 | 12.1 | 13.0 |
Treynor Ratio | NA | 0.15 | 0.19 | 0.01 | 0.1 | 0.11 | 0.18 | -0.32 | 0.15 | 0.2 | 0.3 | -0.14 | 0.31 | 0.09 | -0.22 |
Alpha | NA | -0.01 | -0.01 | -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 | 0.85 | 0.85 | 0.82 | 0.79 | 0.8 | 0.8 | 0.82 | 0.8 | 0.77 | 0.79 | 0.79 | 0.7 | 0.86 | 0.77 |
RSquared | NA | 0.95 | 0.95 | 0.96 | 0.97 | 0.96 | 0.9 | 0.88 | 0.81 | 0.96 | 0.96 | 0.87 | 0.75 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 2.7 | 4.1 | 4.8 | N/A | 2.9 | 5.3 | 4.9 | 3.6 | 4.9 | 4.2 | 2.9 | 3.7 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | -60.0 | N/A | N/A | N/A | -60.0 | 23.9 | 52.7 | -10.8 | 5.1 | 75.6 | -16.7 | -16.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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