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REDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 16.84 0.21(1.23%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.71% |
| 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(%) | -1.3 | 3.8 | 12.7 | 11.7 | 4.3 | 7.1 | 7.6 | 6.4 | 14.5 | 9.3 | 11.9 | -14.3 | 5.9 | 11.5 | 17.7 | -3.4 | 15.2 | 7.2 | 0.2 | 6.6 | 23.8 | 15.5 | -1.0 | 12.5 | 29.7 | -34.5 | 10.6 |
| Sharpe Ratio | NA | 0.87 | 1.62 | 1.21 | 0.21 | 0.6 | NA | 0.41 | 1.6 | 0.91 | 1.18 | -1.27 | 0.74 | 0.67 | 2.62 | -0.56 | 3.9 | 0.81 | 0.02 | 0.82 | 2.71 | 1.53 | -0.06 | 0.89 | 1.47 | -1.17 | 0.72 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.7 | 22.6 | 22.6 | NA | 48.7 | 6.5 | 3.2 | 6.7 | 18.8 | 4.7 | 19.2 | 3.2 | 10.5 | 1.2 | 6.5 | 8.6 | 5.6 | 6.3 | 8.0 | 16.3 | 11.1 | 20.4 | 44.4 | 8.6 |
| Standard Deviation(%) | NA | 7.5 | 6.2 | 7.0 | 8.5 | 9.1 | NA | 12.9 | 7.3 | 6.2 | 7.1 | 12.4 | 8.0 | 16.8 | 6.2 | 8.7 | 3.7 | 8.6 | 9.3 | 8.1 | 8.8 | 10.2 | 18.1 | 13.9 | 20.2 | 30.3 | 13.5 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.1 | 0.02 | 0.15 | NA | 0.08 | 0.14 | 0.06 | 0.09 | -0.18 | 0.07 | 0.13 | 3.29 | -0.21 | 0.17 | 0.08 | 0.0 | 0.06 | 0.22 | 0.14 | -0.01 | 0.12 | 0.31 | -0.37 | 0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.06 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 0.84 | 0.85 | 0.87 | 0.88 | 0.36 | NA | 0.66 | 0.86 | 0.88 | 0.9 | 0.9 | 0.8 | 0.87 | 0.05 | 0.23 | 0.88 | 0.93 | 0.95 | 1.09 | 1.08 | 1.08 | 1.05 | 1.0 | 0.94 | 0.96 | 1.01 |
| RSquared | NA | 0.96 | 0.94 | 0.95 | 0.9 | 0.4 | NA | 0.68 | 0.95 | 0.94 | 0.95 | 0.97 | 0.55 | 0.98 | 0.08 | 0.29 | 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 | 8.1 | 5.6 | 3.6 | 2.0 | 1.4 | 2.1 | 4.5 | 4.0 | 2.9 | 3.6 | 5.7 | 4.0 | 2.8 | 3.4 | 2.8 | 3.1 | 3.2 | 3.5 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 48.7 | 69.8 | 47.6 | 50.7 | -26.8 | -46.4 | 3.0 | 53.5 | -13.5 | -42.1 | 48.7 | 68.1 | -8.1 | 19.0 | -3.7 | 22.4 | -41.8 | 136.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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