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RBDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 16.16 0.2(1.22%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.86% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/01/2026)
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(%) | -1.3 | 3.3 | 11.4 | 10.5 | 3.2 | 6.0 | 6.5 | 5.2 | 13.3 | 8.1 | 10.8 | -15.3 | 4.7 | 10.4 | 16.6 | -4.5 | 14.1 | 6.2 | -0.9 | 5.7 | 22.5 | 14.3 | -2.0 | 11.8 | 28.3 | -35.2 | 6.8 |
| Sharpe Ratio | NA | 1.27 | 1.85 | 1.16 | 0.12 | 0.5 | NA | 0.32 | 1.43 | 0.72 | 1.01 | -1.36 | 0.57 | 0.6 | 2.45 | -0.69 | 3.6 | 0.7 | -0.1 | 0.7 | 2.55 | 1.41 | -0.11 | 0.84 | 1.4 | -1.19 | 0.37 |
| Draw Down(%) | NA | 5.4 | 5.4 | 7.0 | 23.5 | 23.5 | NA | 49.4 | 6.6 | 3.3 | 7.0 | 19.5 | 5.0 | 19.3 | 3.2 | 11.4 | 1.2 | 6.5 | 8.9 | 5.8 | 6.4 | 8.2 | 16.6 | 11.0 | 20.6 | 44.9 | 8.6 |
| Standard Deviation(%) | NA | 7.3 | 6.0 | 6.9 | 8.5 | 9.1 | NA | 12.9 | 7.3 | 6.2 | 7.1 | 12.4 | 8.1 | 16.9 | 6.2 | 8.6 | 3.7 | 8.5 | 9.4 | 8.1 | 8.8 | 10.2 | 18.0 | 14.0 | 20.2 | 30.4 | 13.8 |
| Treynor Ratio | NA | 0.11 | 0.13 | 0.09 | 0.01 | 0.13 | NA | 0.06 | 0.12 | 0.05 | 0.08 | -0.19 | 0.06 | 0.12 | 3.13 | -0.26 | 0.15 | 0.06 | -0.01 | 0.05 | 0.21 | 0.13 | -0.02 | 0.12 | 0.3 | -0.37 | 0.05 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | -0.04 | 0.01 |
| Beta | NA | 0.85 | 0.85 | 0.88 | 0.88 | 0.36 | NA | 0.66 | 0.86 | 0.88 | 0.9 | 0.9 | 0.81 | 0.87 | 0.05 | 0.22 | 0.88 | 0.92 | 0.96 | 1.09 | 1.09 | 1.08 | 1.04 | 1.0 | 0.94 | 0.97 | 1.02 |
| RSquared | NA | 0.97 | 0.94 | 0.95 | 0.89 | 0.39 | NA | 0.68 | 0.95 | 0.94 | 0.95 | 0.96 | 0.54 | 0.97 | 0.08 | 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 | 7.2 | 4.7 | 2.6 | 1.1 | 0.3 | 1.1 | 3.4 | 3.0 | 1.9 | 2.6 | 4.9 | 3.1 | 1.8 | 2.5 | 1.9 | 2.6 | 2.3 | 3.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 59.2 | 95.9 | 92.0 | 266.7 | -68.0 | -64.2 | 4.0 | 78.3 | -22.1 | -50.9 | 65.5 | 98.3 | -17.1 | 27.6 | -22.4 | 38.6 | -50.3 | 162.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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