It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RBETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 18.82 0.3(1.57%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 5.94% |
| Expenses | 0.33% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
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 | 3.7 | 12.9 | 11.8 | 3.8 | 7.0 | 7.2 | 5.9 | 14.5 | 9.7 | 13.2 | -17.6 | 6.0 | 11.4 | 18.7 | -5.3 | 17.2 | 6.5 | -0.5 | 5.9 | 24.4 | 15.2 | -2.7 | 12.1 | 30.0 | -35.7 | 7.0 |
| Sharpe Ratio | NA | 1.33 | 1.83 | 1.16 | 0.16 | 0.51 | NA | 0.34 | 1.27 | 0.82 | 1.2 | -1.3 | 0.64 | 0.55 | 2.31 | -0.64 | 3.65 | 0.61 | -0.05 | 0.65 | 2.6 | 1.41 | -0.14 | 0.81 | 1.42 | -1.18 | 0.37 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.8 | 25.7 | 25.7 | NA | 50.0 | 8.8 | 3.8 | 7.8 | 21.4 | 5.5 | 22.4 | 3.9 | 13.4 | 1.5 | 8.5 | 10.6 | 6.7 | 6.6 | 8.7 | 18.0 | 11.9 | 20.9 | 45.5 | 8.8 |
| Standard Deviation(%) | NA | 8.7 | 7.2 | 8.3 | 10.0 | 10.8 | NA | 14.1 | 9.1 | 7.4 | 8.0 | 14.7 | 9.3 | 20.1 | 7.5 | 10.4 | 4.6 | 10.4 | 11.4 | 9.0 | 9.4 | 10.9 | 19.3 | 14.8 | 21.0 | 31.1 | 14.1 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.11 | 0.02 | 0.06 | NA | 0.05 | 0.13 | 0.07 | 0.1 | -0.2 | 0.07 | 0.12 | 0.17 | -0.07 | 0.17 | 0.06 | -0.01 | 0.05 | 0.23 | 0.15 | -0.03 | 0.13 | 0.33 | -0.41 | 0.06 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.02 | -0.04 | 0.01 |
| Beta | NA | 0.86 | 0.88 | 0.91 | 0.92 | 0.93 | NA | 0.94 | 0.91 | 0.92 | 0.93 | 0.95 | 0.87 | 0.92 | 0.99 | 1.0 | 0.97 | 1.0 | 1.05 | 1.1 | 1.05 | 1.03 | 1.0 | 0.96 | 0.89 | 0.89 | 0.94 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.91 | 0.94 | NA | 0.97 | 0.97 | 0.95 | 0.97 | 0.96 | 0.6 | 0.98 | 0.98 | 0.97 | 0.95 | 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 | 6.2 | 3.3 | 2.3 | 0.8 | 0.2 | 0.8 | 3.8 | 3.4 | 2.1 | 2.9 | 4.6 | 3.5 | 1.9 | 2.6 | 1.7 | 1.8 | 2.1 | 2.7 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 102.7 | 59.5 | 129.3 | 278.4 | -68.4 | -76.3 | 2.3 | 89.0 | -26.1 | -40.4 | 37.2 | 123.3 | -20.3 | 51.0 | 0.6 | 9.9 | -50.7 | 148.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) (88%)
Latest Articles Related to RBETX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
