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RFGTX: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 24.58 0.59(2.34%) June 05
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.65% |
| Expenses | 1.46% |
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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(%) | -2.5 | 6.2 | 19.3 | 17.2 | 6.8 | 10.3 | 9.9 | 11.1 | 19.5 | 14.8 | 19.3 | -21.7 | 12.2 | 15.9 | 24.4 | -5.5 | 22.0 | 8.2 | 0.6 | 7.0 | 26.7 | 16.7 | -2.3 | 13.2 | 25.3 |
| Sharpe Ratio | NA | 1.0 | 1.57 | 1.19 | 0.32 | 0.6 | NA | 0.72 | 1.23 | 1.1 | 1.52 | -1.17 | 1.06 | 0.59 | 2.32 | -0.53 | 3.92 | 0.68 | 0.04 | 0.72 | 2.77 | 1.49 | -0.12 | 0.84 | 2.55 |
| Draw Down(%) | NA | 8.4 | 8.4 | 13.5 | 27.9 | 28.5 | NA | 28.5 | 13.5 | 6.0 | 9.3 | 24.5 | 4.8 | 28.5 | 5.1 | 15.6 | 1.8 | 9.8 | 11.4 | 7.1 | 6.5 | 9.0 | 18.4 | 12.3 | 6.0 |
| Standard Deviation(%) | NA | 12.6 | 10.6 | 11.7 | 13.6 | 14.3 | NA | 14.1 | 13.5 | 10.2 | 10.4 | 19.8 | 11.4 | 26.4 | 9.9 | 13.1 | 5.5 | 11.8 | 12.4 | 9.7 | 9.6 | 11.3 | 20.1 | 15.5 | 15.8 |
| Treynor Ratio | NA | 0.12 | 0.16 | 0.13 | 0.04 | 0.08 | NA | 0.1 | 0.15 | 0.1 | 0.15 | -0.22 | 0.12 | 0.16 | 0.22 | -0.07 | 0.23 | 0.09 | 0.01 | 0.07 | 0.28 | 0.18 | -0.03 | 0.14 | 0.45 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 1.02 | 1.04 | 1.06 | 1.06 | 1.02 | NA | 0.98 | 1.09 | 1.07 | 1.03 | 1.06 | 1.0 | 0.99 | 1.05 | 1.02 | 0.95 | 0.93 | 0.94 | 0.98 | 0.94 | 0.92 | 0.92 | 0.92 | 0.9 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.94 | 0.95 | NA | 0.96 | 0.98 | 0.95 | 0.97 | 0.93 | 0.78 | 0.98 | 0.98 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.0 | 4.2 | 3.3 | 1.1 | 1.2 | 1.2 | 5.5 | 4.7 | 3.2 | 4.1 | 5.2 | 4.3 | 2.9 | 3.1 | 2.4 | 2.8 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 83.9 | 49.8 | 128.9 | 2.7 | 12.1 | -73.5 | 3.2 | 75.5 | -17.4 | -25.4 | 23.9 | 80.0 | 5.6 | 25.7 | -6.6 | 26.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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