It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RDFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 21.8 0.42(1.89%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.27% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
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(%) | -2.1 | 4.8 | 15.6 | 14.5 | 5.4 | 9.0 | 8.8 | 7.2 | 16.7 | 12.4 | 16.5 | -19.7 | 10.3 | 14.2 | 22.9 | -5.5 | 20.6 | 7.6 | 0.2 | 6.7 | 25.6 | 16.2 | -2.4 | 12.8 | 31.3 | -35.6 | 7.8 |
| Sharpe Ratio | NA | 0.86 | 1.49 | 1.16 | 0.25 | 0.57 | NA | 0.4 | 1.28 | 1.02 | 1.41 | -1.21 | 0.98 | 0.57 | 2.32 | -0.56 | 3.88 | 0.65 | 0.02 | 0.71 | 2.71 | 1.47 | -0.13 | 0.83 | 1.45 | -1.15 | 0.44 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.6 | 26.6 | 26.7 | NA | 49.9 | 10.6 | 4.4 | 8.5 | 23.1 | 4.5 | 26.7 | 4.8 | 15.0 | 1.8 | 9.5 | 11.3 | 6.9 | 6.6 | 8.9 | 18.2 | 12.1 | 21.1 | 45.6 | 8.8 |
| Standard Deviation(%) | NA | 10.4 | 8.7 | 9.7 | 11.7 | 12.9 | NA | 15.2 | 10.8 | 8.6 | 9.2 | 17.5 | 10.5 | 24.5 | 9.3 | 12.4 | 5.2 | 11.4 | 12.2 | 9.4 | 9.4 | 11.1 | 19.7 | 15.3 | 21.5 | 31.7 | 14.3 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.12 | 0.03 | 0.07 | NA | 0.07 | 0.14 | 0.09 | 0.13 | -0.21 | 0.1 | 0.14 | 0.2 | -0.06 | 0.2 | 0.07 | 0.0 | 0.06 | 0.26 | 0.17 | -0.03 | 0.14 | 0.37 | -0.42 | 0.07 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 0.91 | 0.91 | 0.94 | 0.98 | 0.99 | NA | 0.92 | 0.97 | 0.99 | 0.98 | 1.02 | 0.98 | 1.01 | 1.09 | 1.07 | 0.98 | 1.0 | 1.02 | 1.03 | 0.96 | 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 | 6.6 | 4.6 | 3.0 | 1.1 | 0.9 | 1.0 | 5.0 | 4.3 | 2.8 | 3.7 | 5.4 | 3.8 | 2.4 | 3.1 | 2.2 | 2.8 | 2.8 | 3.1 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 55.1 | 74.7 | 112.0 | 35.0 | -1.8 | -75.5 | 3.9 | 81.5 | -20.9 | -34.9 | 46.5 | 87.6 | -10.4 | 37.6 | -16.2 | 29.6 | -43.8 | 131.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) (87%)
Latest Articles Related to RDFTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
