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RHGTX: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-5E (MUTUAL FUND)
Basic Info 24.29 0.59(2.37%) 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 | 1.46% |
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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(%) | -2.5 | 6.2 | 19.1 | 17.0 | 8.7 | 11.4 | 11.0 | 19.4 | 14.6 | 19.2 | -17.7 | 16.6 | 18.7 | 24.7 | -5.6 | 21.8 | 8.0 | -1.9 |
| Sharpe Ratio | NA | 0.98 | 1.55 | 1.18 | 0.46 | 0.69 | 0.67 | 1.22 | 1.07 | 1.51 | -1.0 | 1.51 | 0.7 | 2.35 | -0.53 | 3.84 | 0.66 | -1.33 |
| Draw Down(%) | NA | 8.4 | 8.4 | 13.5 | 24.9 | 28.6 | 28.6 | 13.5 | 5.9 | 9.3 | 24.6 | 4.8 | 28.6 | 5.2 | 15.6 | 1.9 | 9.9 | 3.9 |
| Standard Deviation(%) | NA | 12.7 | 10.6 | 11.7 | 13.3 | 14.2 | 14.1 | 13.5 | 10.2 | 10.4 | 19.2 | 11.0 | 26.3 | 9.9 | 13.1 | 5.5 | 11.8 | 12.7 |
| Treynor Ratio | NA | 0.15 | 0.2 | 0.18 | 0.08 | 0.13 | 0.13 | 0.24 | 0.14 | 0.21 | -0.25 | 0.21 | 0.25 | 0.3 | -0.09 | 0.31 | 0.09 | -0.22 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.01 |
| Beta | NA | 0.86 | 0.81 | 0.75 | 0.75 | 0.75 | 0.75 | 0.7 | 0.76 | 0.74 | 0.76 | 0.78 | 0.74 | 0.76 | 0.76 | 0.68 | 0.84 | 0.75 |
| RSquared | NA | 0.93 | 0.92 | 0.94 | 0.95 | 0.96 | 0.96 | 0.95 | 0.94 | 0.93 | 0.97 | 0.95 | 0.98 | 0.96 | 0.95 | 0.75 | 0.94 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.9 | 4.1 | 3.1 | 5.1 | 5.7 | 3.9 | 5.8 | 4.6 | 3.1 | 4.0 | 5.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 86.5 | 51.5 | -52.6 | -0.1 | 64.9 | -19.1 | 11.3 | 77.0 | -18.1 | -27.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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