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RBMTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-2 (MUTUAL FUND)
Basic Info 30.65 0.91(2.88%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 02/23/2010 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 5.76% |
| Expenses | 0.38% |
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Performance Analytics (As of 06/05/2026)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 6.8 | 20.4 | 17.2 | 6.0 | 9.4 | 8.9 | 9.4 | 19.4 | 14.3 | 20.1 | -25.3 | 12.0 | 15.3 | 23.7 | -6.7 | 21.3 | 7.2 | -0.4 | 5.9 | 25.3 | 15.6 | -3.3 | 15.6 |
| Sharpe Ratio | NA | 0.94 | 1.45 | 1.06 | 0.23 | 0.51 | NA | 0.57 | 1.09 | 0.95 | 1.48 | -1.23 | 0.99 | 0.55 | 2.16 | -0.59 | 3.67 | 0.58 | -0.04 | 0.61 | 2.64 | 1.4 | -0.17 | 1.17 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.4 | 30.4 | 30.4 | NA | 30.4 | 15.4 | 7.0 | 10.2 | 27.1 | 5.3 | 29.4 | 5.5 | 16.9 | 1.9 | 10.2 | 11.8 | 7.4 | 6.7 | 9.1 | 18.8 | 12.2 |
| Standard Deviation(%) | NA | 14.8 | 12.2 | 13.1 | 15.0 | 15.3 | NA | 14.7 | 15.2 | 11.3 | 11.2 | 21.7 | 12.0 | 27.5 | 10.3 | 13.7 | 5.6 | 12.0 | 12.7 | 9.7 | 9.6 | 11.2 | 20.1 | 15.6 |
| Treynor Ratio | NA | 0.14 | 0.19 | 0.17 | 0.04 | 0.1 | NA | 0.1 | 0.21 | 0.12 | 0.2 | -0.32 | 0.14 | 0.2 | 0.27 | -0.1 | 0.26 | 0.08 | -0.01 | 0.07 | 0.3 | 0.18 | -0.04 | 0.22 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | NA | -0.01 | 0.02 | -0.02 | -0.01 | -0.05 | -0.04 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 1.02 | 0.94 | 0.84 | 0.83 | 0.8 | NA | 0.81 | 0.79 | 0.86 | 0.82 | 0.84 | 0.84 | 0.74 | 0.81 | 0.78 | 0.79 | 0.89 | 0.79 | 0.83 | 0.84 | 0.86 | 0.85 | 0.84 |
| RSquared | NA | 0.93 | 0.89 | 0.92 | 0.89 | 0.9 | NA | 0.92 | 0.93 | 0.93 | 0.92 | 0.88 | 0.83 | 0.88 | 0.96 | 0.95 | 0.88 | 0.94 | 0.93 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 2.9 | 1.9 | 0.0 | 0.0 | 0.0 | 4.0 | 3.3 | 1.9 | 2.7 | 3.3 | 2.8 | 1.9 | 2.0 | 2.4 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 133.2 | 77.7 | N/A | N/A | N/A | -100.0 | 5.9 | 113.6 | -27.1 | -22.5 | 25.0 | 80.7 | 4.1 | -20.1 | 16.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2010
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