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
REKTX: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 32.27 0.96(2.89%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 02/23/2010 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.38% |
| Expenses | 0.38% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 7.2 | 21.6 | 18.4 | 7.2 | 10.6 | 10.1 | 10.6 | 20.7 | 15.5 | 21.3 | -24.3 | 13.3 | 16.7 | 24.9 | -5.7 | 22.5 | 8.3 | 0.5 | 7.0 | 26.5 | 16.7 | -2.3 | 16.3 |
| Sharpe Ratio | NA | 1.02 | 1.55 | 1.16 | 0.31 | 0.59 | NA | 0.65 | 1.17 | 1.06 | 1.59 | -1.19 | 1.11 | 0.59 | 2.27 | -0.52 | 3.91 | 0.68 | 0.04 | 0.72 | 2.78 | 1.5 | -0.12 | 1.23 |
| Draw Down(%) | NA | 9.7 | 9.7 | 15.3 | 29.6 | 29.6 | NA | 29.6 | 15.3 | 7.0 | 9.9 | 26.4 | 5.3 | 29.3 | 5.4 | 16.1 | 1.9 | 10.1 | 11.5 | 7.2 | 6.6 | 9.0 | 18.5 | 12.1 |
| Standard Deviation(%) | NA | 14.9 | 12.3 | 13.1 | 14.9 | 15.3 | NA | 14.7 | 15.2 | 11.3 | 11.2 | 21.6 | 12.0 | 27.5 | 10.3 | 13.7 | 5.6 | 12.0 | 12.7 | 9.7 | 9.5 | 11.2 | 20.2 | 15.5 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.18 | 0.06 | 0.11 | NA | 0.12 | 0.23 | 0.14 | 0.22 | -0.31 | 0.16 | 0.22 | 0.29 | -0.09 | 0.28 | 0.09 | 0.01 | 0.08 | 0.32 | 0.2 | -0.03 | 0.23 |
| 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 | 0.01 |
| Beta | NA | 1.03 | 0.95 | 0.84 | 0.83 | 0.8 | NA | 0.81 | 0.79 | 0.85 | 0.82 | 0.84 | 0.84 | 0.74 | 0.81 | 0.78 | 0.78 | 0.89 | 0.79 | 0.83 | 0.83 | 0.86 | 0.85 | 0.84 |
| RSquared | NA | 0.93 | 0.89 | 0.92 | 0.89 | 0.9 | NA | 0.92 | 0.93 | 0.92 | 0.92 | 0.88 | 0.84 | 0.88 | 0.96 | 0.94 | 0.87 | 0.94 | 0.93 | 0.95 | 0.94 | 0.95 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.7 | 3.9 | 2.9 | 0.6 | 1.0 | 1.0 | 5.0 | 4.2 | 2.8 | 3.6 | 4.1 | 3.6 | 2.7 | 2.9 | 3.0 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 94.4 | 56.6 | 237.8 | -28.3 | 19.4 | -76.2 | 5.0 | 78.0 | -16.5 | -16.3 | 19.6 | 61.2 | 6.7 | -9.2 | 33.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2010
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 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) (84%)
Latest Articles Related to REKTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
