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
RFUTX: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND CLASS R-6 (MUTUAL FUND)
Basic Info 22.03 0.67(2.95%) June 05
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.06% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 7.4 | 21.9 | 18.6 | 9.3 | 12.0 | 10.8 | 15.3 | 15.6 | 21.6 | -19.6 | 17.2 | 19.5 | 25.0 | -5.6 | 22.5 | 8.4 | -2.5 |
| Sharpe Ratio | NA | 1.03 | 1.55 | 1.16 | 0.46 | 0.68 | 0.62 | 0.78 | 1.06 | 1.61 | -1.01 | 1.46 | 0.7 | 2.27 | -0.51 | 3.8 | 0.68 | -0.25 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.5 | 27.3 | 29.3 | 29.3 | 15.5 | 7.1 | 10.0 | 26.6 | 5.3 | 29.3 | 5.4 | 16.1 | 2.0 | 10.0 | 11.5 |
| Standard Deviation(%) | NA | 15.1 | 12.4 | 13.2 | 14.8 | 15.2 | 15.0 | 16.3 | 11.3 | 11.2 | 21.0 | 11.8 | 27.4 | 10.4 | 13.7 | 5.8 | 12.0 | 13.0 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.18 | 0.08 | 0.13 | 0.12 | 0.16 | 0.14 | 0.22 | -0.25 | 0.2 | 0.26 | 0.29 | -0.09 | 0.29 | 0.09 | -0.04 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.02 | -0.02 | 0.02 | 0.0 | -0.01 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 1.04 | 0.96 | 0.85 | 0.85 | 0.8 | 0.8 | 0.79 | 0.86 | 0.82 | 0.85 | 0.86 | 0.74 | 0.81 | 0.78 | 0.75 | 0.89 | 0.79 |
| RSquared | NA | 0.93 | 0.89 | 0.92 | 0.94 | 0.92 | 0.92 | 0.84 | 0.92 | 0.92 | 0.96 | 0.92 | 0.89 | 0.96 | 0.95 | 0.75 | 0.94 | 0.95 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 3.8 | 2.9 | 4.9 | 4.3 | 3.2 | 4.3 | 3.4 | 2.1 | 2.7 | 0.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 89.9 | 56.5 | -56.1 | 29.9 | 50.9 | -7.6 | 13.2 | 93.1 | -15.6 | 231.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2015
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 2056-2060 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2056-2060
Latest Articles Related to RFUTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
