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
RHATX: AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 12.54 0(0.0%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.05% |
| Expenses | 0.28% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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(%) | -0.8 | 3.0 | 10.7 | 10.0 | 5.1 | 6.4 | 6.4 | 5.8 | 8.1 | 8.6 | -9.3 | 9.1 | 9.1 | 14.3 | -2.6 | 10.1 | 7.4 | -1.1 |
| Sharpe Ratio | NA | 0.8 | 1.6 | 1.16 | 0.38 | 0.7 | 0.72 | 0.33 | 0.84 | 0.83 | -1.15 | 1.88 | 0.72 | 3.13 | -0.73 | 3.39 | 1.18 | -1.53 |
| Draw Down(%) | NA | 4.4 | 4.4 | 5.5 | 14.8 | 15.1 | 15.1 | 6.4 | 2.8 | 5.5 | 14.8 | 2.2 | 15.1 | 2.0 | 7.3 | 0.9 | 4.0 | 2.6 |
| Standard Deviation(%) | NA | 5.9 | 5.0 | 5.8 | 6.5 | 6.7 | 6.7 | 9.0 | 5.3 | 6.0 | 9.3 | 4.9 | 12.2 | 4.1 | 5.6 | 2.8 | 6.1 | 7.0 |
| Treynor Ratio | NA | 0.13 | 0.24 | 0.22 | 0.08 | 0.14 | 0.15 | 0.11 | 0.14 | 0.15 | -0.32 | 0.28 | 0.26 | 0.44 | -0.13 | 0.38 | 0.17 | -0.27 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.36 | 0.33 | 0.31 | 0.32 | 0.33 | 0.33 | 0.26 | 0.32 | 0.33 | 0.34 | 0.32 | 0.34 | 0.29 | 0.31 | 0.25 | 0.41 | 0.4 |
| RSquared | NA | 0.77 | 0.7 | 0.67 | 0.73 | 0.8 | 0.81 | 0.33 | 0.63 | 0.55 | 0.82 | 0.84 | 0.92 | 0.81 | 0.88 | 0.39 | 0.85 | 0.92 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | 5.5 | 3.9 | 3.2 | 4.2 | 4.1 | 4.5 | 3.8 | 2.9 | 3.1 | 4.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 38.3 | 47.7 | 7.2 | -19.7 | 5.6 | 0.4 | 11.5 | 38.6 | 0.0 | -38.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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 EQUITY Asset Class Trend Rankings |
Latest Articles Related to RHATX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
