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RHCTX: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 14.6 0.16(1.08%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 8.02% |
| 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(%) | -1.2 | 3.6 | 12.1 | 11.1 | 5.5 | 7.2 | 7.1 | 6.0 | 8.8 | 10.3 | -11.2 | 10.5 | 10.9 | 15.5 | -2.8 | 12.7 | 6.9 | -1.3 |
| Sharpe Ratio | NA | 0.89 | 1.62 | 1.19 | 0.4 | 0.71 | 0.71 | 0.31 | 0.87 | 1.02 | -1.17 | 1.85 | 0.74 | 2.84 | -0.61 | 3.64 | 0.92 | -1.46 |
| Draw Down(%) | NA | 5.1 | 5.1 | 6.3 | 17.1 | 17.1 | 17.1 | 7.2 | 3.1 | 6.3 | 17.1 | 2.6 | 17.1 | 2.4 | 8.6 | 1.0 | 5.1 | 2.7 |
| Standard Deviation(%) | NA | 6.9 | 5.8 | 6.6 | 7.5 | 7.8 | 7.8 | 10.3 | 5.9 | 6.6 | 10.8 | 5.7 | 14.2 | 4.9 | 7.0 | 3.3 | 7.3 | 8.1 |
| Treynor Ratio | NA | 0.14 | 0.23 | 0.21 | 0.08 | 0.14 | 0.14 | 0.1 | 0.13 | 0.17 | -0.31 | 0.27 | 0.27 | 0.38 | -0.11 | 0.36 | 0.13 | -0.25 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 |
| Beta | NA | 0.45 | 0.41 | 0.38 | 0.38 | 0.39 | 0.39 | 0.32 | 0.39 | 0.39 | 0.4 | 0.39 | 0.39 | 0.36 | 0.4 | 0.34 | 0.51 | 0.48 |
| RSquared | NA | 0.85 | 0.79 | 0.75 | 0.79 | 0.86 | 0.86 | 0.37 | 0.72 | 0.64 | 0.87 | 0.89 | 0.94 | 0.88 | 0.93 | 0.51 | 0.9 | 0.97 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 5.6 | 3.7 | 3.6 | 6.8 | 4.7 | 4.6 | 4.1 | 3.0 | 3.4 | 4.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 56.8 | 61.4 | -11.5 | -45.3 | 51.9 | 14.1 | 3.6 | 48.8 | -7.3 | -24.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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