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RHETX: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 19.37 0.3(1.53%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.71% |
| Expenses | 0.33% |
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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(%) | -1.7 | 4.1 | 14.0 | 13.0 | 6.4 | 9.2 | 9.0 | 9.0 | 10.7 | 14.3 | -14.6 | 13.0 | 15.0 | 21.8 | -4.3 | 18.2 | 7.5 | -1.7 |
| Sharpe Ratio | NA | 0.83 | 1.53 | 1.16 | 0.4 | 0.71 | 0.68 | 0.57 | 0.96 | 1.31 | -1.11 | 1.6 | 0.74 | 2.63 | -0.55 | 3.69 | 0.7 | -1.36 |
| Draw Down(%) | NA | 6.1 | 6.1 | 8.6 | 20.9 | 22.3 | 22.3 | 8.6 | 3.7 | 7.6 | 20.9 | 3.5 | 22.3 | 3.9 | 12.6 | 1.5 | 8.5 | 3.6 |
| Standard Deviation(%) | NA | 8.9 | 7.4 | 8.4 | 9.8 | 10.7 | 10.8 | 11.1 | 7.4 | 8.2 | 14.4 | 8.1 | 20.0 | 7.7 | 10.4 | 4.8 | 10.4 | 11.4 |
| Treynor Ratio | NA | 0.13 | 0.2 | 0.19 | 0.07 | 0.14 | 0.13 | 0.14 | 0.13 | 0.2 | -0.29 | 0.23 | 0.26 | 0.35 | -0.09 | 0.32 | 0.1 | -0.23 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 0.59 | 0.56 | 0.52 | 0.53 | 0.56 | 0.56 | 0.45 | 0.53 | 0.55 | 0.56 | 0.57 | 0.56 | 0.57 | 0.6 | 0.56 | 0.74 | 0.68 |
| RSquared | NA | 0.9 | 0.88 | 0.87 | 0.9 | 0.92 | 0.92 | 0.62 | 0.86 | 0.81 | 0.95 | 0.95 | 0.97 | 0.89 | 0.95 | 0.68 | 0.94 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 4.2 | 3.2 | 3.8 | 7.1 | 4.1 | 6.5 | 4.3 | 3.1 | 3.9 | 5.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 80.0 | 45.6 | -30.5 | -43.6 | 87.8 | -25.7 | 36.6 | 60.9 | -16.5 | -34.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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