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AADTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 16.64 0.21(1.25%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.50% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.6 | 12.3 | 11.3 | 4.1 | 6.9 | 7.3 | 6.0 | 14.2 | 9.0 | 11.6 | -14.6 | 5.6 | 11.2 | 17.4 | -3.7 | 15.0 | 7.0 | -0.3 | 6.4 | 23.3 | 15.2 | -1.3 | 12.2 | 29.4 | -34.8 | 7.5 |
| Sharpe Ratio | NA | 1.4 | 2.0 | 1.28 | 0.22 | 0.59 | NA | 0.38 | 1.55 | 0.86 | 1.12 | -1.3 | 0.7 | 0.65 | 2.57 | -0.59 | 3.76 | 0.78 | -0.03 | 0.79 | 2.64 | 1.5 | -0.07 | 0.87 | 1.45 | -1.17 | 0.42 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.8 | 22.9 | 22.9 | NA | 48.8 | 6.5 | 3.2 | 6.8 | 19.0 | 4.8 | 19.2 | 3.2 | 10.8 | 1.2 | 6.4 | 8.7 | 5.7 | 6.4 | 8.1 | 16.4 | 11.1 | 20.4 | 44.5 | 8.6 |
| Standard Deviation(%) | NA | 7.3 | 6.0 | 7.0 | 8.5 | 9.1 | NA | 12.9 | 7.3 | 6.2 | 7.1 | 12.4 | 8.0 | 16.8 | 6.2 | 8.7 | 3.8 | 8.6 | 9.3 | 8.1 | 8.8 | 10.2 | 18.0 | 14.0 | 20.3 | 30.4 | 13.9 |
| Treynor Ratio | NA | 0.12 | 0.14 | 0.1 | 0.02 | 0.15 | NA | 0.07 | 0.13 | 0.06 | 0.09 | -0.18 | 0.07 | 0.13 | 3.13 | -0.23 | 0.16 | 0.07 | 0.0 | 0.06 | 0.21 | 0.14 | -0.01 | 0.12 | 0.31 | -0.37 | 0.06 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 0.85 | 0.84 | 0.88 | 0.88 | 0.36 | NA | 0.66 | 0.86 | 0.89 | 0.91 | 0.89 | 0.81 | 0.87 | 0.05 | 0.22 | 0.9 | 0.93 | 0.95 | 1.09 | 1.09 | 1.08 | 1.04 | 1.0 | 0.95 | 0.97 | 1.02 |
| RSquared | NA | 0.96 | 0.91 | 0.94 | 0.89 | 0.4 | NA | 0.68 | 0.93 | 0.94 | 0.95 | 0.97 | 0.55 | 0.97 | 0.09 | 0.29 | 0.91 | 0.98 | 0.96 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.8 | 5.4 | 3.3 | 1.8 | 1.1 | 1.8 | 4.2 | 3.7 | 2.7 | 3.3 | 5.5 | 3.7 | 2.5 | 3.1 | 2.5 | 2.9 | 3.0 | 3.4 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 51.3 | 76.0 | 54.0 | 66.1 | -32.6 | -50.2 | 2.7 | 57.6 | -14.2 | -44.5 | 52.7 | 74.6 | -9.0 | 19.9 | -6.1 | 21.2 | -43.8 | 149.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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