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RHLTX: American Funds 2065 Target Date Retirement Fund Class R-5E (MUTUAL FUND)
Basic Info 16.52 0.17(1.04%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (18%) |
Start Date: | 03/30/2020 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.63% |
Expenses | 0.74% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 6.5 | 22.1 | 4.1 | 6.7 | 19.2 | -22.8 | 15.5 | 42.9 |
Sharpe Ratio | NA | 1.21 | 1.54 | 0.08 | 0.81 | 1.33 | -1.14 | 1.31 | 3.34 |
Draw Down(%) | NA | 4.9 | 10.1 | 27.4 | 27.4 | 10.1 | 26.7 | 5.3 | 6.6 |
Standard Deviation(%) | NA | 10.7 | 10.7 | 15.1 | 15.6 | 11.4 | 21.3 | 11.8 | 17.9 |
Treynor Ratio | NA | 0.15 | 0.19 | 0.01 | 0.16 | 0.19 | -0.29 | 0.19 | 0.79 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.04 | -0.02 | 0.02 |
Beta | NA | 0.86 | 0.86 | 0.83 | 0.81 | 0.8 | 0.83 | 0.82 | 0.75 |
RSquared | NA | 0.95 | 0.95 | 0.96 | 0.96 | 0.91 | 0.94 | 0.91 | 0.96 |
Yield(%) | N/A | 0.0 | 2.1 | 2.2 | N/A | 2.2 | 3.0 | 1.7 | 1.0 |
Dividend Growth(%) | N/A | -100.0 | -41.8 | N/A | N/A | -42.0 | 108.3 | 140.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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