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RBJTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 13.01 0.14(1.06%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.90% |
| Expenses | 0.30% |
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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(%) | -1.1 | 2.8 | 10.1 | 9.3 | 3.3 | 5.1 | 5.3 | 4.4 | 12.2 | 7.3 | 8.3 | -12.2 | 5.5 | 6.9 | 13.7 | -3.8 | 10.0 | 6.4 | -1.7 | 5.5 | 14.5 | 10.5 | 1.3 | 9.1 | 23.7 | -29.6 | 6.0 |
| Sharpe Ratio | NA | 1.22 | 1.84 | 1.14 | 0.15 | 0.48 | NA | 0.33 | 1.51 | 0.68 | 0.74 | -1.35 | 0.9 | 0.48 | 2.7 | -0.83 | 3.25 | 0.97 | -0.25 | 0.98 | 2.25 | 1.49 | 0.1 | 0.94 | 1.42 | -1.22 | 0.36 |
| Draw Down(%) | NA | 4.7 | 4.7 | 6.1 | 19.2 | 19.2 | NA | 42.9 | 5.5 | 2.9 | 6.1 | 16.8 | 3.0 | 16.7 | 2.3 | 8.7 | 1.1 | 4.3 | 7.2 | 4.0 | 5.2 | 5.5 | 10.6 | 7.7 | 17.9 | 38.8 | 7.1 |
| Standard Deviation(%) | NA | 6.2 | 5.1 | 6.0 | 7.0 | 7.3 | NA | 10.1 | 6.2 | 5.4 | 6.3 | 10.1 | 6.1 | 13.7 | 4.5 | 6.2 | 2.9 | 6.3 | 6.9 | 5.6 | 6.4 | 7.1 | 12.2 | 9.6 | 16.6 | 25.0 | 11.3 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | NA | 0.03 | 0.0 | 0.0 | 0.0 | -0.13 | 0.06 | 0.06 | 0.11 | -0.05 | 0.1 | 0.06 | -0.02 | 0.05 | 0.14 | 0.11 | 0.01 | 0.1 | 0.24 | -0.31 | 0.04 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 |
| Beta | NA | NA | NA | NA | 1.08 | 1.1 | NA | 1.0 | NA | NA | NA | 1.09 | 0.98 | 1.18 | 1.08 | 1.02 | 0.94 | 0.95 | 0.94 | 1.03 | 1.02 | 0.99 | 0.93 | 0.88 | 0.97 | 1.0 | 1.04 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.2 | 0.6 | NA | 0.87 | 0.0 | 0.0 | 0.0 | 0.4 | 0.53 | 0.96 | 0.92 | 0.94 | 0.87 | 0.96 | 0.91 | 0.97 | 0.96 | 0.97 | 0.99 | 0.97 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | 4.7 | 2.9 | 1.5 | 0.8 | 1.8 | 3.6 | 3.2 | 2.1 | 2.4 | 4.6 | 3.3 | 3.1 | 3.4 | 2.7 | 3.3 | 2.8 | 3.4 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 59.0 | 67.9 | 73.3 | 94.8 | -54.7 | -45.2 | 5.4 | 63.2 | -6.2 | -51.8 | 42.3 | 15.9 | 0.0 | 21.8 | -13.3 | 43.7 | -43.6 | 152.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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