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RHBTX: AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 13.2 0.13(0.98%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.84% |
| Expenses | 0.30% |
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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(%) | -1.0 | 3.3 | 11.3 | 10.5 | 5.2 | 6.7 | 6.7 | 5.4 | 8.3 | 9.4 | -10.3 | 10.1 | 9.8 | 14.8 | -2.9 | 11.0 | 7.4 | -1.2 |
| Sharpe Ratio | NA | 0.85 | 1.65 | 1.19 | 0.38 | 0.69 | 0.7 | 0.27 | 0.85 | 0.92 | -1.16 | 1.89 | 0.7 | 2.9 | -0.69 | 3.45 | 1.14 | -1.5 |
| Draw Down(%) | NA | 4.6 | 4.6 | 5.8 | 16.1 | 16.7 | 16.7 | 7.0 | 2.8 | 5.8 | 16.1 | 2.4 | 16.7 | 2.2 | 8.0 | 0.9 | 4.3 | 2.6 |
| Standard Deviation(%) | NA | 6.3 | 5.2 | 6.1 | 7.0 | 7.3 | 7.3 | 9.7 | 5.5 | 6.3 | 10.1 | 5.3 | 13.7 | 4.6 | 6.2 | 3.0 | 6.3 | 7.3 |
| Treynor Ratio | NA | 0.13 | 0.24 | 0.21 | 0.08 | 0.14 | 0.14 | 0.09 | 0.13 | 0.16 | -0.32 | 0.28 | 0.25 | 0.4 | -0.12 | 0.38 | 0.17 | -0.26 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.4 | 0.36 | 0.33 | 0.35 | 0.36 | 0.36 | 0.28 | 0.35 | 0.36 | 0.37 | 0.36 | 0.38 | 0.33 | 0.35 | 0.28 | 0.43 | 0.43 |
| RSquared | NA | 0.82 | 0.74 | 0.71 | 0.76 | 0.83 | 0.83 | 0.32 | 0.67 | 0.61 | 0.84 | 0.86 | 0.93 | 0.85 | 0.9 | 0.42 | 0.86 | 0.93 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 5.7 | 3.9 | 3.4 | 5.4 | 4.5 | 4.6 | 4.2 | 3.2 | 3.4 | 5.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 49.5 | 51.6 | 0.0 | -34.2 | 25.3 | 7.6 | 2.1 | 42.5 | -3.1 | -42.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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