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RHFTX: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 21.81 0.41(1.85%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/24/2025 |
| 12-Mo. Yield | 6.49% |
| Expenses | 0.35% |
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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(%) | -2.0 | 4.9 | 15.9 | 14.7 | 7.4 | 10.4 | 10.0 | 10.8 | 12.6 | 16.8 | -16.4 | 15.4 | 17.4 | 23.1 | -5.3 | 20.9 | 7.9 | -1.9 |
| Sharpe Ratio | NA | 0.89 | 1.53 | 1.18 | 0.42 | 0.68 | 0.66 | 0.65 | 1.05 | 1.44 | -1.05 | 1.56 | 0.7 | 2.34 | -0.54 | 3.8 | 0.67 | -1.36 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.6 | 23.2 | 26.7 | 26.7 | 10.6 | 4.4 | 8.4 | 23.0 | 4.2 | 26.7 | 4.8 | 14.9 | 1.8 | 9.5 | 3.9 |
| Standard Deviation(%) | NA | 10.3 | 8.7 | 9.7 | 11.5 | 12.8 | 12.8 | 12.4 | 8.6 | 9.2 | 17.1 | 9.9 | 24.4 | 9.2 | 12.5 | 5.3 | 11.5 | 12.4 |
| Treynor Ratio | NA | 0.13 | 0.2 | 0.19 | 0.08 | 0.13 | 0.12 | 0.15 | 0.14 | 0.21 | -0.26 | 0.22 | 0.25 | 0.3 | -0.09 | 0.32 | 0.09 | -0.23 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 0.69 | 0.66 | 0.61 | 0.64 | 0.67 | 0.68 | 0.55 | 0.63 | 0.64 | 0.68 | 0.7 | 0.69 | 0.71 | 0.72 | 0.64 | 0.82 | 0.74 |
| RSquared | NA | 0.92 | 0.91 | 0.91 | 0.94 | 0.95 | 0.95 | 0.73 | 0.91 | 0.9 | 0.97 | 0.95 | 0.97 | 0.95 | 0.96 | 0.72 | 0.94 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 4.8 | 3.2 | 4.5 | 6.0 | 4.2 | 5.2 | 4.5 | 3.0 | 3.9 | 5.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 52.7 | 71.6 | -43.6 | -17.6 | 59.6 | -3.9 | 2.1 | 75.9 | -18.5 | -34.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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