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AAETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 19.42 0.31(1.57%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.57% |
| Expenses | 0.33% |
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Performance Analytics (As of 05/29/2026)
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(%) | -1.7 | 4.0 | 13.8 | 12.7 | 4.6 | 7.8 | 8.0 | 6.9 | 15.4 | 10.5 | 14.1 | -16.9 | 6.9 | 12.3 | 19.7 | -4.6 | 18.1 | 7.3 | 0.2 | 6.7 | 25.2 | 16.1 | -2.2 | 12.7 | 31.1 | -35.2 | 10.6 |
| Sharpe Ratio | NA | 1.43 | 1.97 | 1.26 | 0.25 | 0.59 | NA | 0.41 | 1.38 | 0.92 | 1.3 | -1.26 | 0.74 | 0.6 | 2.42 | -0.57 | 3.91 | 0.68 | 0.01 | 0.74 | 2.7 | 1.49 | -0.11 | 0.85 | 1.47 | -1.17 | 0.71 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.7 | 25.1 | 25.1 | NA | 49.5 | 8.7 | 3.7 | 7.7 | 21.0 | 5.2 | 22.4 | 3.9 | 12.8 | 1.5 | 8.5 | 10.4 | 6.6 | 6.5 | 8.6 | 17.8 | 12.0 | 20.9 | 45.1 | 8.8 |
| Standard Deviation(%) | NA | 8.7 | 7.2 | 8.3 | 10.0 | 10.8 | NA | 14.1 | 9.1 | 7.5 | 8.1 | 14.7 | 9.3 | 20.1 | 7.5 | 10.4 | 4.5 | 10.4 | 11.3 | 9.0 | 9.3 | 10.9 | 19.4 | 14.9 | 21.1 | 30.9 | 13.6 |
| Treynor Ratio | NA | 0.14 | 0.17 | 0.12 | 0.03 | 0.07 | NA | 0.06 | 0.14 | 0.07 | 0.11 | -0.19 | 0.08 | 0.13 | 0.18 | -0.06 | 0.18 | 0.07 | 0.0 | 0.06 | 0.24 | 0.16 | -0.02 | 0.13 | 0.34 | -0.41 | 0.1 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.86 | 0.86 | 0.91 | 0.92 | 0.93 | NA | 0.94 | 0.9 | 0.93 | 0.93 | 0.95 | 0.87 | 0.92 | 0.99 | 1.0 | 0.96 | 1.0 | 1.04 | 1.1 | 1.05 | 1.03 | 1.0 | 0.97 | 0.9 | 0.89 | 0.93 |
| RSquared | NA | 0.98 | 0.93 | 0.96 | 0.91 | 0.94 | NA | 0.97 | 0.95 | 0.96 | 0.97 | 0.96 | 0.61 | 0.98 | 0.98 | 0.97 | 0.94 | 0.98 | 0.97 | 0.98 | 0.97 | 0.99 | 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 | 6.9 | 4.0 | 3.0 | 1.5 | 1.0 | 1.5 | 4.5 | 4.0 | 2.8 | 3.6 | 5.2 | 4.1 | 2.6 | 3.3 | 2.3 | 2.2 | 2.8 | 3.1 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 84.4 | 47.7 | 67.6 | 48.9 | -24.7 | -61.4 | 1.7 | 65.1 | -17.6 | -35.1 | 30.8 | 93.5 | -12.3 | 37.6 | 16.6 | -0.5 | -43.2 | 131.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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