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FAJTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1 (MUTUAL FUND)
Basic Info 31.59 0.94(2.89%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 02/25/2014 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.19% |
| Expenses | 0.38% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 7.1 | 21.3 | 17.9 | 6.9 | 10.3 | 9.4 | 20.3 | 15.2 | 21.0 | -24.6 | 12.9 | 16.2 | 24.5 | -6.0 | 22.1 | 8.0 | 0.2 | 5.5 |
| Sharpe Ratio | NA | 1.74 | 2.02 | 1.26 | 0.34 | 0.59 | 0.55 | 1.15 | 1.03 | 1.56 | -1.21 | 1.07 | 0.58 | 2.22 | -0.54 | 3.82 | 0.65 | 0.02 | 0.69 |
| Draw Down(%) | NA | 9.7 | 9.7 | 15.4 | 29.9 | 29.9 | 29.9 | 15.4 | 7.0 | 10.0 | 26.6 | 5.3 | 29.3 | 5.4 | 16.3 | 1.9 | 10.1 | 11.6 | 7.2 |
| Standard Deviation(%) | NA | 14.4 | 11.9 | 13.0 | 14.9 | 15.3 | 14.7 | 15.2 | 11.3 | 11.2 | 21.6 | 12.0 | 27.5 | 10.4 | 13.7 | 5.6 | 12.0 | 12.7 | 9.3 |
| Treynor Ratio | NA | 0.24 | 0.26 | 0.2 | 0.06 | 0.11 | 0.1 | 0.22 | 0.14 | 0.21 | -0.31 | 0.15 | 0.21 | 0.28 | -0.09 | 0.27 | 0.09 | 0.0 | 0.08 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.02 | -0.02 | 0.0 | -0.05 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 1.02 | 0.94 | 0.84 | 0.83 | 0.8 | 0.8 | 0.79 | 0.85 | 0.82 | 0.84 | 0.84 | 0.74 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.82 |
| RSquared | NA | 0.92 | 0.88 | 0.92 | 0.89 | 0.9 | 0.9 | 0.93 | 0.92 | 0.93 | 0.88 | 0.83 | 0.88 | 0.96 | 0.95 | 0.87 | 0.94 | 0.93 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.5 | 3.6 | 2.6 | 0.4 | 0.7 | 0.7 | 4.7 | 4.0 | 2.7 | 3.5 | 4.0 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 101.7 | 62.3 | 399.0 | -37.6 | 10.7 | -81.1 | 3.8 | 81.6 | -19.4 | -16.3 | 17.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/2014
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