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
RHDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 16.59 0.21(1.25%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 7.70% |
| Expenses | 0.32% |
| 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(%) | -1.4 | 3.7 | 12.5 | 11.5 | 5.6 | 7.9 | 7.8 | 6.7 | 9.2 | 11.8 | -12.9 | 11.3 | 13.6 | 17.6 | -3.5 | 15.2 | 7.1 | -1.5 |
| Sharpe Ratio | NA | 0.85 | 1.61 | 1.19 | 0.38 | 0.7 | 0.69 | 0.38 | 0.9 | 1.16 | -1.17 | 1.65 | 0.79 | 2.6 | -0.57 | 3.74 | 0.81 | -1.44 |
| Draw Down(%) | NA | 5.3 | 5.3 | 6.7 | 18.9 | 19.2 | 19.2 | 6.8 | 3.3 | 6.7 | 18.8 | 2.9 | 19.2 | 3.1 | 10.6 | 1.2 | 6.4 | 3.1 |
| Standard Deviation(%) | NA | 7.4 | 6.1 | 7.0 | 8.2 | 9.0 | 9.0 | 10.3 | 6.2 | 7.1 | 12.3 | 6.8 | 16.7 | 6.2 | 8.7 | 3.9 | 8.6 | 9.5 |
| Treynor Ratio | NA | 0.13 | 0.22 | 0.2 | 0.07 | 0.14 | 0.13 | 0.11 | 0.13 | 0.18 | -0.3 | 0.24 | 0.28 | 0.35 | -0.1 | 0.34 | 0.11 | -0.24 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 |
| Beta | NA | 0.48 | 0.44 | 0.41 | 0.43 | 0.46 | 0.46 | 0.35 | 0.42 | 0.45 | 0.47 | 0.48 | 0.47 | 0.47 | 0.5 | 0.43 | 0.6 | 0.56 |
| RSquared | NA | 0.86 | 0.81 | 0.79 | 0.84 | 0.89 | 0.89 | 0.43 | 0.77 | 0.73 | 0.91 | 0.93 | 0.96 | 0.91 | 0.94 | 0.6 | 0.92 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.1 | 5.6 | 3.5 | 3.5 | 6.8 | 4.1 | 4.4 | 4.0 | 2.9 | 3.5 | 5.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 49.3 | 72.0 | -15.6 | -45.8 | 78.2 | 7.2 | 1.4 | 52.7 | -13.2 | -43.3 | 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 RHDTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
