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
REATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 12.7 0.12(0.94%) June 05
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.14% |
| Expenses | 0.28% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| 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(%) | -1.0 | 3.0 | 10.6 | 10.1 | 4.5 | 6.0 | 6.1 | 5.4 | 13.0 | 8.2 | 8.7 | -10.1 | 6.9 | 7.7 | 13.9 | -2.5 | 10.3 | 7.4 | -0.9 | 6.7 | 12.5 | 10.4 | 3.8 | 10.6 | 23.7 | -27.3 | 8.4 |
| Sharpe Ratio | NA | 1.34 | 2.05 | 1.29 | 0.34 | 0.66 | NA | 0.48 | 1.7 | 0.85 | 0.84 | -1.24 | 1.34 | 0.61 | 3.04 | -0.71 | 3.64 | 1.18 | -0.14 | 1.36 | 2.29 | 1.9 | 0.39 | 1.38 | 1.56 | -1.22 | 0.66 |
| Draw Down(%) | NA | 4.5 | 4.5 | 5.4 | 16.1 | 16.1 | NA | 40.2 | 5.0 | 2.7 | 5.4 | 14.8 | 2.2 | 15.0 | 2.0 | 7.2 | 0.9 | 4.1 | 6.8 | 3.5 | 4.8 | 4.1 | 7.9 | 5.7 | 16.7 | 36.3 | 6.7 |
| Standard Deviation(%) | NA | 5.8 | 4.8 | 5.8 | 6.6 | 6.7 | NA | 9.1 | 6.0 | 5.3 | 6.0 | 9.3 | 5.1 | 12.3 | 4.1 | 5.6 | 2.7 | 6.1 | 6.7 | 4.9 | 5.4 | 5.5 | 9.5 | 7.6 | 15.1 | 23.2 | 10.5 |
| Treynor Ratio | NA | 0.09 | 0.11 | 0.07 | 0.02 | 0.04 | NA | 0.03 | 0.09 | 0.04 | 0.05 | -0.11 | 0.07 | 0.06 | 0.11 | -0.03 | 0.09 | 0.05 | -0.01 | 0.05 | 0.09 | 0.08 | 0.03 | 0.08 | 0.14 | -0.15 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 |
| Beta | NA | 0.9 | 0.93 | 1.02 | 1.02 | 1.11 | NA | 1.41 | 1.09 | 1.04 | 0.99 | 1.03 | 0.97 | 1.25 | 1.17 | 1.24 | 1.05 | 1.36 | 1.48 | 1.48 | 1.31 | 1.37 | 1.48 | 1.33 | 1.69 | 1.93 | 1.86 |
| RSquared | NA | 0.91 | 0.9 | 0.91 | 0.89 | 0.9 | NA | 0.83 | 0.92 | 0.9 | 0.9 | 0.93 | 0.61 | 0.95 | 0.86 | 0.91 | 0.77 | 0.91 | 0.88 | 0.9 | 0.87 | 0.81 | 0.87 | 0.85 | 0.89 | 0.89 | 0.73 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | 5.6 | 4.0 | 2.4 | 1.9 | 2.8 | 4.1 | 3.8 | 3.0 | 3.1 | 4.6 | 5.0 | 5.9 | 4.4 | 5.1 | 4.8 | 3.5 | 4.3 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 38.2 | 46.4 | 42.2 | 37.1 | -29.6 | -25.8 | 0.8 | 38.5 | 0.0 | -36.7 | -5.5 | -11.2 | 43.1 | -14.0 | 10.5 | 63.4 | -43.4 | 125.9 | 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 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (89%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (84%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)
Latest Articles Related to REATX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
