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RFDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 16.77 0.21(1.24%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.73% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.8 | 12.7 | 11.7 | 4.4 | 7.2 | 7.6 | 9.1 | 14.5 | 9.4 | 12.0 | -14.3 | 6.0 | 11.6 | 17.9 | -3.5 | 15.3 | 7.4 | 0.1 | 6.7 | 23.8 | 15.6 | -1.0 | 13.2 | 23.6 |
| Sharpe Ratio | NA | 0.88 | 1.64 | 1.21 | 0.22 | 0.6 | NA | 0.77 | 1.6 | 0.92 | 1.18 | -1.27 | 0.74 | 0.67 | 2.63 | -0.57 | 3.93 | 0.84 | 0.01 | 0.83 | 2.7 | 1.54 | -0.06 | 0.95 | 2.56 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.7 | 22.6 | 22.6 | NA | 22.6 | 6.4 | 3.2 | 6.7 | 18.8 | 4.7 | 19.2 | 3.1 | 10.5 | 1.2 | 6.4 | 8.6 | 5.6 | 6.4 | 8.0 | 16.2 | 10.7 | 5.4 |
| Standard Deviation(%) | NA | 7.4 | 6.1 | 7.0 | 8.5 | 9.1 | NA | 10.4 | 7.3 | 6.3 | 7.1 | 12.4 | 8.0 | 16.8 | 6.2 | 8.6 | 3.7 | 8.6 | 9.4 | 8.1 | 8.8 | 10.2 | 18.1 | 13.9 | 14.6 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.1 | 0.02 | 0.15 | NA | 0.15 | 0.14 | 0.06 | 0.09 | -0.18 | 0.07 | 0.13 | 3.22 | -0.22 | 0.17 | 0.08 | 0.0 | 0.06 | 0.22 | 0.14 | -0.01 | 0.13 | 0.38 |
| 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 | 0.01 |
| Beta | NA | 0.84 | 0.85 | 0.88 | 0.88 | 0.36 | NA | 0.54 | 0.86 | 0.88 | 0.91 | 0.89 | 0.81 | 0.87 | 0.05 | 0.23 | 0.88 | 0.92 | 0.95 | 1.09 | 1.09 | 1.08 | 1.05 | 1.0 | 0.99 |
| RSquared | NA | 0.96 | 0.94 | 0.95 | 0.9 | 0.4 | NA | 0.55 | 0.96 | 0.94 | 0.96 | 0.96 | 0.55 | 0.98 | 0.08 | 0.29 | 0.91 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 5.7 | 3.7 | 2.1 | 1.5 | 2.2 | 4.5 | 4.0 | 3.0 | 3.6 | 5.8 | 4.0 | 2.9 | 3.5 | 2.8 | 3.7 | 3.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 48.2 | 69.2 | 46.2 | 48.9 | -25.8 | -45.8 | 3.0 | 52.0 | -12.6 | -41.8 | 48.2 | 66.9 | -7.7 | 19.2 | -17.4 | 47.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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