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RDHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 25.44 0.69(2.64%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.28% |
| Expenses | 0.72% |
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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(%) | -2.8 | 6.8 | 20.4 | 17.6 | 6.8 | 10.1 | 9.7 | 7.8 | 20.0 | 14.8 | 19.7 | -23.0 | 12.4 | 15.9 | 24.2 | -5.9 | 22.0 | 7.9 | 0.2 | 6.7 | 26.1 | 16.4 | -2.6 | 12.8 | 31.5 | -35.6 | 7.8 |
| Sharpe Ratio | NA | 1.01 | 1.54 | 1.15 | 0.29 | 0.57 | NA | 0.42 | 1.19 | 1.04 | 1.49 | -1.18 | 1.05 | 0.58 | 2.26 | -0.54 | 3.86 | 0.65 | 0.01 | 0.69 | 2.74 | 1.46 | -0.13 | 0.82 | 1.45 | -1.15 | 0.43 |
| Draw Down(%) | NA | 9.2 | 9.2 | 14.5 | 28.6 | 29.0 | NA | 50.1 | 14.5 | 6.5 | 9.8 | 25.4 | 5.0 | 29.0 | 5.3 | 16.2 | 2.0 | 10.0 | 11.6 | 7.2 | 6.6 | 9.0 | 18.5 | 12.3 | 21.3 | 45.6 | 8.9 |
| Standard Deviation(%) | NA | 13.9 | 11.5 | 12.5 | 14.3 | 14.8 | NA | 16.2 | 14.5 | 10.8 | 10.9 | 20.7 | 11.7 | 27.0 | 10.1 | 13.5 | 5.6 | 11.9 | 12.7 | 9.7 | 9.5 | 11.2 | 20.0 | 15.5 | 21.6 | 31.6 | 14.3 |
| Treynor Ratio | NA | 0.13 | 0.17 | 0.14 | 0.04 | 0.09 | NA | 0.08 | 0.16 | 0.11 | 0.16 | -0.24 | 0.13 | 0.17 | 0.4 | -0.08 | 0.23 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -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 | -0.03 | -0.01 | 0.0 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.02 |
| Beta | NA | 1.04 | 1.04 | 1.04 | 1.02 | 0.93 | NA | 0.9 | 1.06 | 1.02 | 1.0 | 1.01 | 0.94 | 0.92 | 0.58 | 0.87 | 0.93 | 0.93 | 0.95 | 0.98 | 0.92 | 0.92 | 0.92 | 0.91 | 0.86 | 0.86 | 0.91 |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.93 | 0.91 | NA | 0.95 | 0.98 | 0.9 | 0.98 | 0.92 | 0.8 | 0.98 | 0.64 | 0.89 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.99 | 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 | 3.7 | 2.9 | 0.6 | 0.7 | 0.7 | 5.1 | 4.3 | 2.8 | 3.7 | 4.6 | 3.7 | 2.3 | 2.9 | 2.0 | 3.3 | 2.6 | 2.7 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 97.3 | 51.5 | 254.2 | -7.1 | 17.5 | -82.8 | 4.5 | 85.8 | -20.8 | -23.2 | 29.1 | 92.0 | -8.8 | 38.8 | -33.8 | 63.2 | -40.0 | 105.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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