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AAFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 21.86 0.42(1.89%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.30% |
| Expenses | 0.35% |
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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(%) | -2.0 | 4.8 | 15.7 | 14.4 | 5.5 | 9.1 | 8.9 | 7.3 | 16.8 | 12.4 | 16.5 | -19.7 | 10.3 | 14.3 | 22.8 | -5.5 | 20.7 | 7.7 | 0.2 | 6.7 | 25.5 | 16.2 | -2.3 | 12.6 | 31.3 | -35.5 | 7.8 |
| Sharpe Ratio | NA | 1.51 | 1.95 | 1.28 | 0.29 | 0.59 | NA | 0.41 | 1.29 | 1.02 | 1.41 | -1.21 | 0.98 | 0.57 | 2.32 | -0.55 | 3.86 | 0.65 | 0.02 | 0.71 | 2.7 | 1.47 | -0.12 | 0.83 | 1.46 | -1.15 | 0.43 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.6 | 26.5 | 26.7 | NA | 49.9 | 10.6 | 4.4 | 8.5 | 23.1 | 4.5 | 26.7 | 4.8 | 15.0 | 1.8 | 9.5 | 11.3 | 7.0 | 6.6 | 8.8 | 18.2 | 12.3 | 21.1 | 45.5 | 8.8 |
| Standard Deviation(%) | NA | 10.2 | 8.5 | 9.7 | 11.7 | 12.9 | NA | 15.2 | 10.8 | 8.6 | 9.2 | 17.5 | 10.5 | 24.5 | 9.2 | 12.4 | 5.2 | 11.5 | 12.2 | 9.5 | 9.5 | 11.0 | 19.7 | 15.2 | 21.4 | 31.6 | 14.3 |
| Treynor Ratio | NA | 0.17 | 0.18 | 0.13 | 0.03 | 0.08 | NA | 0.07 | 0.15 | 0.09 | 0.13 | -0.21 | 0.11 | 0.14 | 0.2 | -0.06 | 0.2 | 0.07 | 0.0 | 0.06 | 0.26 | 0.17 | -0.03 | 0.14 | 0.37 | -0.42 | 0.07 |
| 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 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.92 | 0.94 | 0.95 | 0.99 | 0.99 | NA | 0.92 | 0.96 | 0.98 | 0.98 | 1.02 | 0.98 | 1.0 | 1.08 | 1.07 | 0.99 | 1.0 | 1.01 | 1.04 | 0.97 | 0.95 | 0.92 | 0.9 | 0.85 | 0.86 | 0.91 |
| RSquared | NA | 0.98 | 0.97 | 0.94 | 0.92 | 0.92 | NA | 0.96 | 0.95 | 0.96 | 0.97 | 0.95 | 0.75 | 0.98 | 0.98 | 0.98 | 0.94 | 0.98 | 0.97 | 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 | 6.6 | 4.6 | 3.0 | 1.1 | 1.0 | 1.1 | 5.0 | 4.3 | 2.8 | 3.7 | 5.4 | 3.8 | 2.4 | 3.0 | 2.1 | 2.7 | 2.8 | 3.1 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 55.2 | 75.4 | 105.8 | 31.2 | -2.9 | -73.7 | 3.6 | 81.9 | -20.3 | -35.0 | 47.0 | 86.3 | -9.5 | 36.8 | -12.6 | 21.1 | -43.1 | 138.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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