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RDITX: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND CLASS R-4 (MUTUAL FUND)
Basic Info 25.11 0.71(2.75%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 02/26/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.25% |
| Expenses | 0.73% |
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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(%) | -2.9 | 6.9 | 20.7 | 17.8 | 6.7 | 10.2 | 9.7 | 7.9 | 20.1 | 15.0 | 20.4 | -24.0 | 12.9 | 16.1 | 24.6 | -5.9 | 22.2 | 8.0 | 0.3 | 6.6 | 26.2 | 16.4 | -2.7 | 12.8 | 31.5 | -35.6 | 7.8 |
| Sharpe Ratio | NA | 0.99 | 1.52 | 1.14 | 0.29 | 0.57 | NA | 0.42 | 1.17 | 1.04 | 1.52 | -1.2 | 1.08 | 0.57 | 2.25 | -0.53 | 3.89 | 0.65 | 0.02 | 0.68 | 2.74 | 1.46 | -0.14 | 0.81 | 1.45 | -1.15 | 0.44 |
| Draw Down(%) | NA | 9.5 | 9.5 | 14.9 | 29.3 | 29.3 | NA | 50.0 | 14.9 | 6.7 | 9.9 | 26.1 | 5.2 | 29.3 | 5.4 | 16.4 | 1.9 | 10.1 | 11.6 | 7.2 | 6.6 | 9.0 | 18.5 | 12.4 | 21.2 | 45.6 | 8.9 |
| Standard Deviation(%) | NA | 14.4 | 11.9 | 12.8 | 14.7 | 15.1 | NA | 16.3 | 14.8 | 11.0 | 11.1 | 21.3 | 11.9 | 27.5 | 10.3 | 13.7 | 5.6 | 12.0 | 12.6 | 9.8 | 9.5 | 11.3 | 20.1 | 15.6 | 21.6 | 31.7 | 14.3 |
| Treynor Ratio | NA | 0.14 | 0.2 | 0.18 | 0.05 | 0.11 | NA | 0.09 | 0.23 | 0.14 | 0.21 | -0.31 | 0.15 | 0.21 | 0.29 | -0.09 | 0.28 | 0.09 | 0.0 | 0.08 | 0.31 | 0.19 | -0.03 | 0.15 | 0.4 | -0.48 | 0.08 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | NA | 0.0 | 0.02 | -0.02 | 0.0 | -0.04 | -0.03 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.03 | -0.04 | 0.02 |
| Beta | NA | 0.99 | 0.92 | 0.82 | 0.82 | 0.79 | NA | 0.79 | 0.76 | 0.83 | 0.81 | 0.83 | 0.83 | 0.74 | 0.81 | 0.78 | 0.78 | 0.89 | 0.79 | 0.84 | 0.84 | 0.86 | 0.85 | 0.85 | 0.78 | 0.76 | 0.81 |
| RSquared | NA | 0.93 | 0.89 | 0.92 | 0.89 | 0.9 | NA | 0.93 | 0.93 | 0.92 | 0.93 | 0.88 | 0.83 | 0.88 | 0.96 | 0.95 | 0.87 | 0.94 | 0.95 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 | 0.96 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.6 | 3.7 | 2.8 | 0.5 | 0.8 | 0.6 | 5.0 | 4.2 | 2.8 | 3.8 | 4.7 | 3.9 | 2.4 | 2.8 | 2.1 | 3.6 | 3.2 | 3.2 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 98.7 | 56.5 | 300.9 | -24.3 | 38.5 | -84.6 | 5.1 | 80.2 | -20.3 | -24.1 | 22.7 | 98.8 | -1.6 | 28.1 | -37.7 | 44.6 | -38.4 | 124.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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