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RHKTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 16.94 0.18(1.07%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 5.34% |
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 | 25.0 | 4.9 | 10.0 | 9.4 | 18.7 | -24.6 | 13.0 | 16.0 | 26.3 | -9.1 | 22.4 | 8.1 | -1.9 |
Sharpe Ratio | NA | 1.21 | 1.76 | 0.13 | 0.46 | 0.58 | 1.27 | -1.2 | 1.07 | 0.57 | 2.4 | -0.74 | 3.84 | 0.66 | -1.36 |
Draw Down(%) | NA | 5.0 | 10.0 | 27.4 | 29.3 | 29.3 | 10.0 | 26.7 | 5.3 | 29.3 | 5.4 | 16.2 | 2.0 | 10.1 | 4.0 |
Standard Deviation(%) | NA | 10.7 | 11.0 | 15.2 | 17.7 | 15.4 | 11.5 | 21.7 | 12.1 | 27.5 | 10.5 | 14.2 | 5.7 | 12.0 | 12.7 |
Treynor Ratio | NA | 0.15 | 0.22 | 0.02 | 0.1 | 0.11 | 0.18 | -0.32 | 0.16 | 0.2 | 0.31 | -0.13 | 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 | 0.01 | -0.02 | 0.03 | -0.01 | -0.01 |
Beta | NA | 0.86 | 0.86 | 0.82 | 0.8 | 0.8 | 0.8 | 0.82 | 0.8 | 0.77 | 0.8 | 0.79 | 0.7 | 0.86 | 0.75 |
RSquared | NA | 0.95 | 0.9 | 0.95 | 0.96 | 0.96 | 0.9 | 0.89 | 0.84 | 0.97 | 0.95 | 0.9 | 0.75 | 0.95 | 0.98 |
Yield(%) | N/A | 0.0 | 5.1 | 4.4 | 4.9 | N/A | 5.5 | 4.8 | 4.2 | 3.1 | 5.1 | 3.4 | 2.0 | 2.6 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -15.0 | N/A | N/A | N/A | -15.1 | 32.3 | 51.2 | -24.6 | 35.7 | 100.0 | -16.0 | 212.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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