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RRCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 13.27 0.09(0.68%) May 03
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (8%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 3.93% |
Expenses | 0.30% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 1.8 | 12.6 | 3.1 | 6.3 | 6.1 | 8.5 | 6.6 | -11.0 | 10.6 | 11.0 | 15.6 | -2.7 | 12.9 | 7.1 | 0.2 | 6.7 | 18.7 | 13.0 | 1.1 | 11.3 | 22.0 |
Sharpe Ratio | NA | 0.29 | 1.15 | 0.09 | 0.51 | 0.62 | 0.86 | 0.32 | -1.14 | 1.86 | 0.76 | 2.87 | -0.58 | 3.78 | 0.94 | 0.02 | 1.03 | 2.52 | 1.58 | 0.07 | 0.98 | 2.64 |
Draw Down(%) | NA | 3.0 | 6.2 | 17.0 | 17.0 | 17.0 | 17.0 | 6.2 | 17.0 | 2.5 | 17.0 | 2.4 | 8.5 | 1.1 | 5.1 | 7.5 | 4.5 | 5.7 | 6.3 | 12.6 | 9.1 | 4.9 |
Standard Deviation(%) | NA | 6.2 | 7.6 | 8.4 | 9.4 | 8.1 | 9.1 | 7.5 | 10.9 | 5.7 | 14.1 | 4.9 | 6.9 | 3.2 | 7.3 | 8.0 | 6.5 | 7.4 | 8.2 | 14.6 | 11.4 | 13.1 |
Treynor Ratio | NA | 0.02 | 0.09 | 0.01 | 0.36 | 0.3 | 0.29 | 0.03 | -0.16 | 1.36 | 0.3 | 7.4 | -0.28 | 0.15 | 0.08 | 0.0 | 0.07 | 0.18 | 0.13 | 0.01 | 0.12 | 0.35 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | -0.02 | -0.02 | 0.03 | 0.02 | 0.05 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 1.01 | 0.94 | 0.94 | 0.13 | 0.17 | 0.27 | 0.92 | 0.79 | 0.08 | 0.36 | 0.02 | 0.14 | 0.84 | 0.9 | 0.93 | 1.0 | 1.03 | 0.99 | 0.95 | 0.92 | 0.99 |
RSquared | NA | 0.94 | 0.6 | 0.86 | 0.14 | 0.18 | 0.29 | 0.64 | 0.79 | 0.08 | 0.39 | 0.04 | 0.21 | 0.88 | 0.97 | 0.94 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 |
Yield(%) | N/A | 0.0 | 7.3 | 5.5 | 5.6 | 5.0 | N/A | 7.6 | 3.6 | 6.9 | 4.8 | 4.8 | 4.2 | 3.1 | 3.5 | 4.2 | 4.0 | 3.0 | 3.6 | 3.2 | 4.0 | 3.1 |
Dividend Growth(%) | N/A | -100.0 | 78.8 | 40.4 | 62.0 | N/A | N/A | 78.8 | -45.3 | 53.2 | 10.7 | 5.7 | 47.2 | -5.3 | -22.4 | 8.9 | 50.0 | -6.2 | 10.3 | -14.7 | 54.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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