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RCJTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 13.14 0.14(1.05%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.27% |
| Expenses | 0.30% |
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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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 3.1 | 10.6 | 9.9 | 3.7 | 5.5 | 5.8 | 4.9 | 12.6 | 7.8 | 8.9 | -11.9 | 5.9 | 7.5 | 14.1 | -3.4 | 10.6 | 6.8 | -1.3 | 5.9 | 14.9 | 10.9 | 1.7 | 9.7 | 24.2 | -29.2 | 8.7 |
| Sharpe Ratio | NA | 0.75 | 1.51 | 1.1 | 0.16 | 0.52 | NA | 0.38 | 1.57 | 0.76 | 0.84 | -1.32 | 0.97 | 0.53 | 2.8 | -0.76 | 3.43 | 1.04 | -0.19 | 1.04 | 2.31 | 1.57 | 0.13 | 0.98 | 1.44 | -1.2 | 0.66 |
| Draw Down(%) | NA | 4.7 | 4.7 | 5.9 | 18.8 | 18.8 | NA | 42.7 | 5.3 | 2.9 | 5.9 | 16.4 | 2.9 | 16.6 | 2.2 | 8.4 | 1.0 | 4.3 | 7.1 | 3.9 | 5.3 | 5.3 | 10.4 | 7.5 | 17.9 | 38.6 | 7.1 |
| Standard Deviation(%) | NA | 6.3 | 5.3 | 6.0 | 7.1 | 7.4 | NA | 10.2 | 6.2 | 5.4 | 6.3 | 10.1 | 6.0 | 13.8 | 4.5 | 6.2 | 2.9 | 6.4 | 6.8 | 5.7 | 6.4 | 7.0 | 12.2 | 9.8 | 16.7 | 25.0 | 11.1 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | NA | 0.04 | 0.0 | 0.0 | 0.0 | -0.12 | 0.06 | 0.06 | 0.12 | -0.05 | 0.11 | 0.07 | -0.01 | 0.06 | 0.14 | 0.11 | 0.02 | 0.11 | 0.25 | -0.3 | 0.07 |
| 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 | 0.0 | 0.0 | 0.01 | 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 | 0.97 | 1.18 | 1.07 | 1.03 | 0.94 | 0.96 | 0.94 | 1.04 | 1.03 | 0.98 | 0.93 | 0.89 | 0.98 | 1.0 | 1.05 |
| 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 | 0.91 | 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 | 7.6 | 5.1 | 3.4 | 1.9 | 1.2 | 2.3 | 4.1 | 3.6 | 2.6 | 2.9 | 4.9 | 3.7 | 3.5 | 3.7 | 3.1 | 3.9 | 3.1 | 3.6 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 54.1 | 59.0 | 54.3 | 59.1 | -42.8 | -39.0 | 4.6 | 51.6 | -4.8 | -46.0 | 37.0 | 16.2 | 0.9 | 19.9 | -17.8 | 54.8 | -41.1 | 140.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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See Target Date 2011-2015 Asset Class Trend Rankings |
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