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RBFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 21.15 0.4(1.86%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 5.68% |
| Expenses | 0.35% |
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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(%) | -2.0 | 4.4 | 14.8 | 13.5 | 4.6 | 8.2 | 8.0 | 6.5 | 15.8 | 11.6 | 15.6 | -20.5 | 9.4 | 13.3 | 21.9 | -6.2 | 19.7 | 6.9 | -0.5 | 5.9 | 24.7 | 15.4 | -3.1 | 12.0 | 30.4 | -36.0 | 7.2 |
| Sharpe Ratio | NA | 1.43 | 1.84 | 1.19 | 0.22 | 0.52 | NA | 0.36 | 1.2 | 0.92 | 1.33 | -1.26 | 0.89 | 0.53 | 2.21 | -0.61 | 3.64 | 0.59 | -0.05 | 0.63 | 2.6 | 1.4 | -0.16 | 0.79 | 1.41 | -1.17 | 0.38 |
| Draw Down(%) | NA | 7.1 | 7.1 | 10.7 | 27.1 | 27.1 | NA | 50.4 | 10.7 | 4.4 | 8.7 | 23.5 | 4.7 | 26.7 | 4.9 | 15.7 | 1.9 | 9.6 | 11.4 | 7.1 | 6.6 | 9.0 | 18.4 | 12.3 | 21.3 | 45.9 | 9.0 |
| Standard Deviation(%) | NA | 10.1 | 8.5 | 9.6 | 11.7 | 12.9 | NA | 15.2 | 10.8 | 8.6 | 9.1 | 17.5 | 10.5 | 24.5 | 9.3 | 12.5 | 5.3 | 11.5 | 12.2 | 9.5 | 9.5 | 11.0 | 19.7 | 15.2 | 21.4 | 31.6 | 14.2 |
| Treynor Ratio | NA | 0.16 | 0.17 | 0.12 | 0.03 | 0.07 | NA | 0.06 | 0.13 | 0.08 | 0.12 | -0.22 | 0.1 | 0.13 | 0.19 | -0.07 | 0.19 | 0.07 | -0.01 | 0.06 | 0.25 | 0.16 | -0.03 | 0.13 | 0.36 | -0.43 | 0.06 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.04 | 0.01 |
| Beta | NA | 0.91 | 0.92 | 0.94 | 0.98 | 0.99 | NA | 0.92 | 0.97 | 0.98 | 0.98 | 1.02 | 0.98 | 1.01 | 1.09 | 1.07 | 1.0 | 1.0 | 1.01 | 1.04 | 0.97 | 0.95 | 0.92 | 0.9 | 0.85 | 0.86 | 0.91 |
| RSquared | NA | 0.98 | 0.93 | 0.93 | 0.92 | 0.92 | NA | 0.96 | 0.97 | 0.96 | 0.97 | 0.94 | 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 | 5.9 | 3.9 | 2.2 | 0.5 | 0.1 | 0.4 | 4.2 | 3.6 | 2.0 | 3.0 | 4.8 | 3.1 | 1.7 | 2.4 | 1.5 | 2.2 | 2.1 | 2.7 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 64.4 | 96.7 | 263.4 | 322.7 | -62.1 | -89.5 | 4.2 | 111.4 | -29.2 | -40.4 | 57.9 | 114.8 | -17.4 | 51.1 | -25.8 | 33.8 | -50.7 | 152.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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