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AAGTX: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info 24.37 0.58(2.32%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.37% |
| Expenses | 1.46% |
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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(%) | -2.5 | 6.1 | 19.0 | 16.7 | 6.5 | 10.0 | 9.5 | 7.9 | 19.2 | 14.4 | 19.0 | -22.0 | 11.8 | 15.5 | 24.0 | -5.9 | 21.6 | 7.8 | 0.3 | 6.7 | 26.1 | 16.4 | -2.6 | 12.6 | 31.6 | -35.6 | 7.9 |
| Sharpe Ratio | NA | 1.67 | 2.02 | 1.29 | 0.34 | 0.6 | NA | 0.43 | 1.21 | 1.05 | 1.49 | -1.18 | 1.03 | 0.57 | 2.27 | -0.55 | 3.88 | 0.64 | 0.02 | 0.69 | 2.73 | 1.46 | -0.13 | 0.8 | 1.46 | -1.15 | 0.45 |
| Draw Down(%) | NA | 8.4 | 8.4 | 13.5 | 28.1 | 28.5 | NA | 50.0 | 13.5 | 6.0 | 9.4 | 24.8 | 4.8 | 28.5 | 5.2 | 15.8 | 1.9 | 9.9 | 11.4 | 7.1 | 6.6 | 9.0 | 18.5 | 12.5 | 21.3 | 45.6 | 8.8 |
| Standard Deviation(%) | NA | 12.3 | 10.3 | 11.6 | 13.6 | 14.3 | NA | 15.9 | 13.5 | 10.2 | 10.4 | 19.9 | 11.4 | 26.5 | 9.9 | 13.2 | 5.4 | 11.9 | 12.5 | 9.6 | 9.5 | 11.3 | 20.1 | 15.6 | 21.6 | 31.7 | 14.3 |
| Treynor Ratio | NA | 0.2 | 0.2 | 0.14 | 0.04 | 0.08 | NA | 0.07 | 0.15 | 0.1 | 0.15 | -0.22 | 0.12 | 0.15 | 0.21 | -0.07 | 0.22 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -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 | -0.02 | -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 | 1.02 | 1.02 | 1.06 | 1.05 | 1.02 | NA | 0.94 | 1.07 | 1.07 | 1.03 | 1.06 | 0.99 | 0.99 | 1.05 | 1.03 | 0.94 | 0.94 | 0.94 | 0.98 | 0.93 | 0.92 | 0.92 | 0.92 | 0.86 | 0.86 | 0.92 |
| RSquared | NA | 0.98 | 0.93 | 0.96 | 0.93 | 0.95 | NA | 0.97 | 0.96 | 0.96 | 0.97 | 0.93 | 0.78 | 0.98 | 0.98 | 0.98 | 0.95 | 0.99 | 0.97 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.7 | 3.9 | 2.9 | 0.8 | 0.9 | 0.9 | 5.1 | 4.4 | 2.9 | 3.8 | 4.9 | 4.0 | 2.6 | 2.8 | 2.1 | 2.3 | 2.7 | 2.9 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 91.3 | 54.1 | 169.8 | 8.9 | 9.0 | -79.1 | 3.2 | 82.9 | -19.8 | -27.1 | 26.0 | 88.7 | 4.7 | 28.4 | -2.5 | 11.0 | -42.0 | 118.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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