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RDDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 16.62 0.21(1.25%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.41% |
| Expenses | 0.32% |
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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(%) | -1.4 | 3.6 | 12.3 | 11.3 | 4.0 | 6.8 | 7.3 | 5.9 | 14.2 | 8.9 | 11.6 | -14.6 | 5.5 | 11.2 | 17.4 | -3.8 | 14.9 | 6.9 | -0.2 | 6.4 | 23.2 | 15.1 | -1.3 | 12.4 | 29.4 | -34.8 | 7.5 |
| Sharpe Ratio | NA | 0.83 | 1.58 | 1.16 | 0.17 | 0.56 | NA | 0.38 | 1.55 | 0.85 | 1.13 | -1.3 | 0.68 | 0.65 | 2.58 | -0.6 | 3.78 | 0.78 | -0.02 | 0.79 | 2.62 | 1.5 | -0.07 | 0.89 | 1.45 | -1.18 | 0.42 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.8 | 22.8 | 22.8 | NA | 48.9 | 6.5 | 3.2 | 6.8 | 19.0 | 4.8 | 19.3 | 3.2 | 10.8 | 1.1 | 6.5 | 8.7 | 5.7 | 6.4 | 8.0 | 16.4 | 10.9 | 20.5 | 44.5 | 8.6 |
| Standard Deviation(%) | NA | 7.4 | 6.1 | 7.0 | 8.5 | 9.1 | NA | 12.9 | 7.3 | 6.2 | 7.1 | 12.3 | 8.1 | 16.8 | 6.2 | 8.6 | 3.8 | 8.6 | 9.4 | 8.0 | 8.9 | 10.2 | 18.1 | 13.9 | 20.2 | 30.2 | 13.9 |
| Treynor Ratio | NA | 0.07 | 0.11 | 0.09 | 0.02 | 0.14 | NA | 0.07 | 0.13 | 0.06 | 0.09 | -0.18 | 0.07 | 0.13 | 3.14 | -0.23 | 0.16 | 0.07 | 0.0 | 0.06 | 0.21 | 0.14 | -0.01 | 0.12 | 0.31 | -0.37 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 0.83 | 0.84 | 0.87 | 0.88 | 0.36 | NA | 0.66 | 0.86 | 0.88 | 0.9 | 0.89 | 0.8 | 0.87 | 0.05 | 0.23 | 0.89 | 0.93 | 0.95 | 1.09 | 1.1 | 1.08 | 1.05 | 1.0 | 0.94 | 0.96 | 1.02 |
| RSquared | NA | 0.96 | 0.94 | 0.95 | 0.89 | 0.4 | NA | 0.68 | 0.95 | 0.94 | 0.96 | 0.97 | 0.54 | 0.98 | 0.09 | 0.3 | 0.92 | 0.98 | 0.95 | 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 | 7.8 | 5.4 | 3.3 | 1.8 | 1.1 | 1.8 | 4.2 | 3.7 | 2.7 | 3.3 | 5.5 | 3.7 | 2.5 | 3.1 | 2.5 | 3.1 | 2.9 | 3.4 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 51.5 | 75.4 | 56.5 | 69.5 | -32.9 | -52.0 | 3.5 | 56.2 | -14.9 | -44.1 | 52.8 | 75.0 | -10.3 | 21.1 | -11.1 | 30.5 | -44.3 | 144.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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