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RFHTX: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 25.73 0.7(2.65%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.58% |
| Expenses | 0.72% |
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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(%) | -2.8 | 6.9 | 20.8 | 18.0 | 7.1 | 10.6 | 10.1 | 11.3 | 20.4 | 15.2 | 20.2 | -22.7 | 12.8 | 16.3 | 24.7 | -5.6 | 22.4 | 8.3 | 0.6 | 7.1 | 26.5 | 16.8 | -2.3 | 13.2 | 25.3 |
| Sharpe Ratio | NA | 1.03 | 1.58 | 1.19 | 0.32 | 0.6 | NA | 0.72 | 1.22 | 1.08 | 1.54 | -1.17 | 1.09 | 0.59 | 2.3 | -0.52 | 3.95 | 0.67 | 0.05 | 0.72 | 2.76 | 1.5 | -0.12 | 0.84 | 2.55 |
| Draw Down(%) | NA | 9.2 | 9.2 | 14.5 | 28.4 | 28.9 | NA | 28.9 | 14.5 | 6.4 | 9.7 | 25.2 | 5.0 | 28.9 | 5.3 | 15.9 | 1.9 | 10.0 | 11.5 | 7.2 | 6.5 | 9.0 | 18.4 | 12.3 | 6.1 |
| Standard Deviation(%) | NA | 13.9 | 11.5 | 12.4 | 14.3 | 14.8 | NA | 14.4 | 14.4 | 10.7 | 10.8 | 20.7 | 11.7 | 27.0 | 10.1 | 13.5 | 5.5 | 12.0 | 12.6 | 9.8 | 9.6 | 11.2 | 20.1 | 15.6 | 15.8 |
| Treynor Ratio | NA | 0.14 | 0.17 | 0.14 | 0.05 | 0.1 | NA | 0.11 | 0.17 | 0.11 | 0.17 | -0.24 | 0.14 | 0.17 | 0.4 | -0.08 | 0.24 | 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 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 1.04 | 1.04 | 1.04 | 1.02 | 0.93 | NA | 0.93 | 1.06 | 1.04 | 0.99 | 1.01 | 0.94 | 0.92 | 0.58 | 0.87 | 0.93 | 0.93 | 0.95 | 0.99 | 0.94 | 0.92 | 0.92 | 0.91 | 0.89 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.94 | 0.92 | NA | 0.94 | 0.98 | 0.96 | 0.98 | 0.92 | 0.8 | 0.98 | 0.64 | 0.89 | 0.95 | 0.98 | 0.97 | 0.98 | 0.97 | 0.99 | 0.99 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.9 | 4.1 | 3.2 | 0.9 | 1.1 | 1.1 | 5.4 | 4.6 | 3.1 | 4.0 | 4.8 | 4.0 | 2.6 | 3.2 | 2.3 | 3.5 | 2.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 89.1 | 48.3 | 167.3 | -9.7 | 14.8 | -74.8 | 4.0 | 78.3 | -17.7 | -21.7 | 26.7 | 81.3 | -5.9 | 34.3 | -29.4 | 63.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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